Nvidia plans $3B Meta investment, expands Muse partnership

NVIDIA will invest $3 billion in Meta's equity offering. On October 27, 2026, NVIDIA and Meta announced an expanded partnership on Muse and the Muse family of models to improve training and inference performance. Meta plans to deploy NVIDIA Vera Rubin systems, Vera CPUs, Spectrum-X Ethernet networking and BlueField-4. The companies will consider collaboration on NVIDIA OpenShell Reference Architecture for secure AI agent deployment and NVIDIA Sentry for monitoring agent behavior. Meta's $97.5 billion equity offering includes $12.5 billion of preferred shares sold at $50 apiece, $25 billion of common stock sold at $625 per share, and an about $60 billion at-the-market program covering planned Class C nonvoting shares that begin trading in January 2027. Nvidia, AMD, and Broadcom agreed to buy as much as $5 billion of the common shares in aggregate. In February, Meta and Nvidia announced a multi-year partnership covering millions of AI GPUs, CPUs and networking technology, with no financial details disclosed. No factual disputes are recorded among sources. The NVIDIA announcement did not state purchase price, share count, or ownership percentage for the $3 billion stake. On Stocktwits, retail sentiment for META shifted from extremely bullish to bullish while NVDA stayed bullish.