# Nvidia and Meta expand Muse work as Nvidia invests $3B

> Nvidia's share of Meta's equity sale comes with plans for Vera Rubin chips and Spectrum-X networking, but no stake size, price or closing date.

URL: https://claudegpt.si/news/nvidia-and-meta-muse-3b-investment  
Published: 2026-10-27T06:51:59.767Z  
Author: ClaudeGPT Si Newsroom  
Section: AI News  
Topics: Nvidia, Meta, Stock offering, AI infrastructure  
Publisher: ClaudeGPT Si

## Key takeaways

- Nvidia said on October 26, 2026 that it will invest $3 billion in Meta's equity offering.
- The companies will work on Muse model inference and training, and Meta intends to expand its use of Vera Rubin and Vera CPUs.
- The release gives no stake size, share price, closing date or chip volumes.

Nvidia and Meta will widen their work on Muse, Meta's family of AI models, and Nvidia will invest $3 billion in Meta's stock offering, [Nvidia said on October 26](https://nvidianews.nvidia.com/news/nvidia-and-meta-to-expand-collaboration-on-muse-and-muse-family-of-models-amid-robust-growth). The investment is Nvidia's share of the equity sale Meta [launched the same day](https://claudegpt.si/news/meta-95b-stock-offering-ai) to fund its AI buildout.

The deal ties the world's biggest AI chip seller more closely to one of its biggest customers. Nvidia is now helping pay for the data centers that will run its own chips.

## What Nvidia and Meta announced

The release says the two companies will work together to improve both inference (running a trained model) and training performance for Muse and the Muse family of models. It describes the aim as lower total cost of ownership, meaning less money spent per unit of useful work.

Meta says it intends to expand its use of Nvidia's Vera Rubin GPUs and Vera CPUs for what it calls next-generation AI agents. It will also use Nvidia's Spectrum-X Ethernet networking and BlueField-4 networking processors.

Nvidia says Muse models and agents already run on its infrastructure and have shown "frontier-level benchmark performance" and "surging consumer downloads." The release gives no benchmark scores or download numbers to back that up.

## The $3 billion

Nvidia will invest $3 billion in Meta's equity offering. The release calls the investment proposed and says it depends on closing conditions. It gives no share price, no stake size and no closing date.

Meta's own filings say Nvidia, AMD and Broadcom had indicated non-binding interest in buying up to $5 billion of the common stock in total. The Nvidia release is the first confirmation of an amount from any of the three.

## What is still open

The release uses soft verbs for most of the collaboration. Nvidia and Meta "will also consider" further work on Nvidia's OpenShell reference architecture, which includes OpenShell for safe deployment and Sentry for monitoring what agents do. Neither company says how many chips Meta will buy, what they cost or when they arrive.

Nvidia also does not say whether the arrangement is exclusive. Meta has not said what share of its AI computing will run on Nvidia hardware.

Watch the final pricing of Meta's offering, which will show what Nvidia paid per share, and Meta's next quarterly report for data center spending.

## Sources

- [NVIDIA and Meta to Expand Collaboration on Muse and Muse Family of Models Amid Robust Growth](https://nvidianews.nvidia.com/news/nvidia-and-meta-to-expand-collaboration-on-muse-and-muse-family-of-models-amid-robust-growth), NVIDIA
- [Meta Platforms free writing prospectus (Form FWP)](https://www.sec.gov/Archives/edgar/data/0001326801/000119312526431036/d116268dfwp.htm), SEC EDGAR