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Tuesday, October 27, 2026

Nvidia to invest $3B in Meta stock, expand AI collaboration on Muse models

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Nvidia company building in China

Robert Way

Nvidia (NVDA) and Meta (META) have expanded their partnership to improve training and inference performance across Meta’s Muse family of AI models, as demand for AI agents grows, with the chipmaker also investing $3B in Meta’s equity offering.

Meta’s Muse models and agents, which leverage NVIDIA’s infrastructure, have delivered frontier-level benchmark performance and surging consumer downloads since launch.

Meta and Nvidia intend to further deepen their collaboration by partnering on optimizations across workflows to maximize performance and improve total cost of ownership, the companies said.

Meta and Nvidia will also consider additional collaboration opportunities with Nvidia on its Nvidia OpenShell Reference Architecture, including Nvidia OpenShell for safe deployment and Nvidia Sentry for monitoring agent behavior, the statement said.

Additionally, Meta is expanding Nvidia Vera Rubin and Vera CPU deployment to boost performance and scale workloads with Nvidia Spectrum-X Ethernet networking and BlueField-4.

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