Nvidia to invest $3 billion in Meta as the two expand Muse partnership

On October 27, 2026, Nvidia and Meta announced an expanded AI collaboration centred on Meta's Muse model family, and Nvidia said it plans to put $3 billion into Meta's equity offering. The companies say the work aims to speed up Muse training and inference while lowering operating costs, and Meta intends to deploy more of Nvidia's Vera Rubin platform and Vera CPUs, plus Spectrum-X Ethernet and BlueField-4 networking. Meta's chief executive said Muse remains central to the company's push toward personalized AI agents. The Nvidia commitment deepens a supplier relationship in which Meta is already a major Nvidia customer, and it arrives during the financing program described above. Shares were trading slightly lower in premarket activity that day.

1. Nvidia and Meta announced an expanded AI partnership focused on Meta's Muse models on October 27, 2026.
2. Nvidia plans to invest $3 billion in Meta's equity offering.
3. Meta plans to expand deployment of Nvidia's Vera Rubin platform and Vera CPUs, and to deploy Spectrum-X Ethernet and BlueField-4.
4. The companies are also exploring collaboration on Nvidia's OpenShell reference architecture for secure agent deployment.
5. Meta shares were down about 0.32% at $628.54 in premarket trading that Tuesday, per Benzinga Pro.