Nvidia will invest $3 billion in Meta as the two expand work on Muse
On 26 October 2026, Nvidia and Meta announced they will expand their work on Muse, Meta's family of AI models, to improve training and inference performance. Nvidia will invest $3 billion in Meta's equity offering, and Meta intends to deploy more Nvidia infrastructure, including Vera Rubin chips and Vera CPUs.
The short version
- 01Nvidia will invest $3 billion in Meta.
- 02The two companies will expand work on Muse, Meta's family of AI models, to improve training and inference performance.
- 03Meta intends to expand its use of Nvidia's Vera Rubin chips and Vera CPUs.
- 04Meta will also deploy Nvidia's Spectrum-X Ethernet networking and BlueField-4.
- 05Nvidia's release says the investment is subject to closing conditions.
At a glance
| Who | Nvidia and Meta |
|---|---|
| Announced | 26 October 2026 |
| Investment | $3 billion by Nvidia in Meta's equity offering |
| Focus | Muse and the Muse family of models |
| Hardware | Vera Rubin, Vera CPUs, Spectrum-X, BlueField-4 |
| Status | Confirmed |
What did Nvidia and Meta announce?
Nvidia and Meta said they will partner to expand their work on Muse and the Muse family of models, to improve inference and training performance. Nvidia says this reflects popular demand for useful AI agents.
Nvidia also said it will invest $3 billion in Meta's equity offering.
What is Muse?
Muse is Meta's family of AI models and agents. Nvidia's release says they have delivered frontier-level benchmark performance and surging consumer downloads since launch, and that they use Nvidia's infrastructure.
Which Nvidia hardware will Meta use?
Meta intends to expand its deployment of Nvidia infrastructure, including Vera Rubin and Vera CPUs, for next-generation AI agents. It will also deploy Nvidia's Spectrum-X Ethernet networking and BlueField-4.
The companies will also consider other work, including Nvidia's OpenShell Reference Architecture, with OpenShell for safe deployment and Sentry for monitoring agent behavior.
What did the CEOs say?
Meta's chief executive spoke about what Muse is for.
Muse is how we bring personal superintelligence to everyone.
Mark Zuckerberg, founder and CEO of Meta
Why does it matter?
AI agents need large amounts of computing power. This ties the money and the chips behind Meta's AI agents closer to Nvidia.
What's next?
Nvidia's release says its proposed investment has an anticipated completion and applicable closing conditions, so it is not complete yet. The companies say they will also consider further collaboration on OpenShell and Sentry.
Questions people ask
How much is Nvidia investing in Meta?
$3 billion, in Meta's equity offering, according to Nvidia's release of 26 October 2026.
What is Muse?
Muse is Meta's family of AI models and agents.
Which chips will Meta use?
Meta intends to expand its use of Nvidia's Vera Rubin chips and Vera CPUs, plus Spectrum-X networking and BlueField-4.
Is the investment complete?
Not yet. Nvidia's release refers to the anticipated completion of the investment and closing conditions.
Sources
Why "Confirmed"? We label a story "Confirmed" when the company or government announced it itself. Spotted an error? Email hello@openloopnews.com and we will correct it.
