Market2026-10-27

Nvidia will invest $3 billion in Meta’s equity offering. Meta is seeking up to $95 billion via stock offerings. Both companies are expanding their AI partnership. Meta will increase deployment of Nvidia infrastructure for next-generation AI agents. The infrastructure includes Vera Rubin and Vera CPUs. The partnership focuses on Meta’s AI offering Muse. The move reflects demand for useful AI agents.

What changed

Nvidia and Meta had a pre-existing AI partnership without this equity investment.

What it unlocks

Meta can increase deployment of Nvidia infrastructure for next-generation AI agents.

  • $3 billion investment by Nvidia
  • up to $95 billion sought by Meta via stock offerings

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