Nvidia Commits $3 Billion to Meta Share Sale as Companies Expand Muse AI Work

Nvidia said Tuesday it will invest $3 billion in Meta's equity offering and broaden a partnership focused on Meta's Muse family of artificial intelligence models and agents. The companies said they intend to improve the performance and cost of training and running Muse systems on Nvidia infrastructure.

The planned investment is part of Meta's broader effort to raise capital for its artificial intelligence infrastructure. Nvidia's announcement describes the investment as a proposed transaction, rather than a completed purchase, and does not specify a final ownership percentage or closing date.

The technical collaboration extends beyond a financial investment. Meta intends to increase its deployment of Nvidia's Vera Rubin systems and Vera central processing units, as well as Spectrum-X Ethernet networking and BlueField-4 equipment. Those products are designed to support large computing workloads and the connections between servers in data centres.

The partners also said they may explore additional work involving Nvidia's OpenShell reference architecture for deploying agents and Sentry technology for monitoring their behaviour. These possibilities are not presented as completed product integrations.

The agreement links two major parts of the AI market: the hardware and networking used to train and serve models, and consumer-facing software that uses those models to perform tasks. It may also deepen Meta's reliance on Nvidia systems even as Meta invests in its own infrastructure. Neither company provided a timetable for delivering new Muse capabilities under the expanded collaboration.

The announcement was made on October 27, 2026. It is a same-day corporate development, not a claim that the deal occurred within the last hour.