Nvidia Is Putting $3 Billion Into Meta's Stock Sale — and Powering Its Muse AI Agents

Nvidia will invest $3 billion in Meta Platforms' equity offering and the two companies are expanding their partnership on Meta's Muse AI models and agents, the companies announced on Tuesday, October 27, 2026. The deal makes the world's dominant AI chipmaker an anchor buyer in the largest fundraising in Meta's history — and ties that money directly to a much bigger deployment of Nvidia hardware inside Meta's data centers.

What happened, in one paragraph

Nvidia and Meta said they will expand their work on Muse and the Muse family of models to improve training and inference performance, citing what the companies described as strong demand for useful AI agents. Meta intends to expand its deployment of Nvidia infrastructure — including Vera Rubin systems and Vera CPUs for next-generation AI agents, plus Spectrum-X Ethernet networking and BlueField-4 processors. On top of the technology deal, Nvidia will invest $3 billion in Meta's equity offering, according to the joint announcement and Dow Jones reporting.

The key facts

The investment: Nvidia is investing $3 billion in Meta's planned equity fundraise (Dow Jones via Morningstar).
The offering: Meta announced on Monday a plan to raise up to $95 billion in waves to fund AI infrastructure, starting with roughly $35 billion, and then upsized the common-stock tranche to $25 billion, priced at $625 per Class A share. Reuters reported on Tuesday that Meta increased the total to $97.5 billion, the largest fundraising in its history (Reuters).
The hardware: Meta will expand deployment of Nvidia's Vera Rubin and Vera CPUs, Spectrum-X networking and BlueField-4, aimed at maximum performance per watt for agent workloads (company announcement via GlobeNewswire).
The safety layer: The companies are also considering collaboration on Nvidia's OpenShell reference architecture — including OpenShell for safe deployment and Sentry for monitoring agent behavior.
The product: Muse, known internally as Hatch, is central to CEO Mark Zuckerberg's plan to deliver "personal superintelligence," Reuters reported. Modeled on the open-source agent OpenClaw, it can access a user's email, calendar, payments, health, shopping and smart-home apps, with access revocable at any time.

Why it's blowing up

The announcement landed at the top of Tuesday's market agenda — Investopedia put the Nvidia investment among its five things to know before the open — because it concentrates the week's biggest question into one deal: how much money is now circulating inside the AI build-out, and what will it earn? Meta is raising a record sum for AI infrastructure, and its main chip supplier is buying into that raise while winning a larger hardware footprint at Meta — in the same week investors are dissecting Anthropic's IPO filing for clues on whether massive AI spending pays off.

Nvidia CEO Jensen Huang framed the deal around agents rather than chips: "AI agents represent a new computing paradigm — software that understands our goals, reasons, uses tools and gets work done on our behalf," he said. The companies said Muse models and agents, which run on Nvidia infrastructure, have delivered frontier-level benchmark performance and surging consumer downloads since launch — the demand signal both sides cite to justify the spending.

How markets reacted

The immediate reaction was measured. Nvidia traded slightly above the flatline in Tuesday pre-market trading after the announcement, according to TipRanks, while U.S. futures pointed modestly higher — Dow and S&P 500 futures up about 0.2% and Nasdaq futures up about 0.4% — amid a heavy earnings morning and the start of the Fed's two-day meeting (Investopedia; TipRanks). The fuller verdict on Meta's spending will come with its earnings this week.

What's next

Three things will decide whether Tuesday's deal reads as confidence or excess. First, Meta's earnings this week, where the upsized offering meets fresh numbers on AI-driven revenue. Second, whether the OpenShell and Sentry discussions become firm commitments — agent security and monitoring are what enterprises will ask about before deploying agents like Muse at scale. Third, the Fed's rate decision on Wednesday, which sets the cost of the financing wave funding the AI build-out. Either way, the direction is clear: the agent era is being financed and built by the same handful of companies, and Muse is Meta's bet on reaching billions of people first.

FAQ

How much is Nvidia investing in Meta?

Nvidia will invest $3 billion in Meta's equity offering, the companies announced on October 27, 2026, alongside an expanded partnership on Meta's Muse AI models.

How big is Meta's stock offering?

Meta announced a plan to raise up to $95 billion in waves to fund AI infrastructure, starting with roughly $35 billion; it upsized the common-stock tranche to $25 billion, priced at $625 per Class A share, and Reuters reported the total was increased to $97.5 billion — the largest raise in Meta's history.

What is Meta's Muse?

Muse is Meta's AI assistant and agent family — known internally as Hatch — built to act on a user's behalf across apps such as email, calendar, payments and shopping, with access that users can revoke at any time, according to Reuters.

What Nvidia hardware will Meta deploy more of?

Meta intends to expand deployment of Nvidia's Vera Rubin systems and Vera CPUs for next-generation AI agents, supported by Spectrum-X Ethernet networking and BlueField-4 processors.