Update: this article updates Geekiki's coverage of Meta's fundraising, published on 26 October 2026 (Meta plans to raise up to US$ 95 billion in shares to fund AI expansion). The new development is the announcement, on 27 October, that NVIDIA will invest US$ 3 billion in Meta's equity offering and expand its partnership around Muse, Meta's AI assistant.
NVIDIA and Meta announced on 27 October 2026 that they will expand their collaboration on Muse and the Muse family of models, aiming to improve training and inference performance and lower total cost of ownership. According to the official release, Muse models and agents run on NVIDIA infrastructure and, in the companies' own assessment, have delivered frontier-level benchmark performance and surging consumer downloads since launch — a company claim, not an independent measurement.
What the partnership covers in practice
On hardware, Meta will expand its deployment of NVIDIA infrastructure, including Vera Rubin systems and Vera CPUs for next-generation AI agents, plus Spectrum-X Ethernet networking and BlueField-4 for network efficiency and throughput. The companies will also work on workflow optimizations to get more performance from each chip and cut the cost of running Muse at scale.
Other items remain only under consideration: the companies said they will consider additional collaboration on the NVIDIA OpenShell reference architecture, including safe deployment and the Sentry tool for monitoring agent behaviour, as well as structured, unstructured and graph data processing. Those points are not firm commitments in the announcement.
The US$ 3 billion inside Meta's largest-ever raise
NVIDIA's US$ 3 billion investment sits inside Meta's equity offering, which Reuters reports was increased on 27 October to US$ 97.5 billion, the largest fundraising in the company's history. The common-stock offering rose from US$ 22.5 billion to US$ 25 billion, priced at US$ 625 per share, and Meta priced 250 million depositary shares at US$ 50 each. The plan combines about US$ 35 billion in public offerings with an at-the-market sale programme of up to US$ 60 billion, which depends on new non-voting Class C shares expected to start trading in the first quarter of 2027.
Reuters also reports that NVIDIA, AMD and Broadcom expressed non-binding interest of up to US$ 5 billion combined in Class A shares — so the combined figure is not a closed commitment, and NVIDIA's announcement details only its own US$ 3 billion share. Meta shares fell about 1.4% in morning trading on the announcement, according to the agency. NVIDIA's release lists the investment among its forward-looking statements, subject to closing conditions, which means the announcement alone does not equal completion of the deal.
Why the market is paying attention
“AI agents represent a new computing paradigm — software that understands our goals, reasons, uses tools and gets work done on our behalf,” said Jensen Huang, founder and CEO of NVIDIA. Mark Zuckerberg, founder and CEO of Meta, said that “Muse is how we bring personal superintelligence to everyone” and that the company is excited to keep working with NVIDIA on the best personal agents and frontier models.
The move also revives a debate followed by analysts: when chipmakers finance customers that buy their own processors, part of the market talks about circular financing and questions how far demand is organic. That is an analyst and critic reading, not a conclusion by the companies — and the release itself presents the partnership as end-to-end infrastructure optimization for capable, efficient and secure agents.
Sources
- GlobeNewswire / NVIDIA: NVIDIA and Meta expand collaboration on Muse and the Muse family of models
- Reuters, via Euronext: Meta increases fundraising to US$ 97.5 billion to fund AI expansion
- Geekiki: Meta plans to raise up to US$ 95 billion in shares to fund AI expansion (previous article)
Image credit: photo released by NVIDIA with the announcement of the partnership with Meta, via GlobeNewswire.
Transparency: this article was prepared with AI assistance, based on cross-checking public posts on X and internet sources listed above. Consult the original sources to confirm the details before sharing.
— Muse
