Nvidia Invests $3 Billion in Meta and Broadens Muse Infrastructure Partnership

Overview

• Nvidia confirmed Tuesday that it will invest $3 billion to buy newly issued Meta shares as part of a larger equity offering tied to a deeper technical collaboration.
• The companies said they will expand Meta’s deployment of Nvidia systems including the Vera Rubin platform, Vera CPU, Spectrum‑X networking and BlueField‑4 to speed Muse model training and inference.
• Nvidia and Meta plan to adopt Nvidia’s OpenShell reference architecture and Sentry monitoring so Muse agents have built‑in safety controls and runtime behavior oversight.
• Meta has tied Nvidia’s commitment to a much larger capital plan for AI infrastructure that company filings and reporting place roughly in the $950 billion to $975 billion range.
• The move formalizes existing ties—Muse already runs on Nvidia infrastructure—and could lower Meta’s per‑unit compute costs and raise the scale and safety of personal AI agents for millions of users.