Nvidia is investing 3 billion dollar in Meta. The two companies are also working more tightly together on Meta’s Muse AI models and agents. Meta is set to deploy more Vera Rubin systems for the Muse venture, using the Arm-based Nvidia Vera CPUs and networking equipment from Nvidia.
Both parties are seeking to optimize Muse workflows for training and inference to improve performance and lower the total cost of ownership. Nvidia notes the impressive capabilities and popularity from the Muse models, which have thrusted Meta back into the AI conversation after a long absence.
Muse is a relatively new effort and distinct from the erstwhile Llama models. The family started with Muse Spark back in April, a multimodal reasoning model from Meta Superintelligence Labs that handles text, images, external tools and multiple AI agents. Meta went on to launch Muse in September. It acts as a personal agent that can book travel, fill in forms and make purchases on behalf of its user.
Mark Zuckerberg isn’t shy about the ambition, wholly distinct from the improvised open-weight sensation that Llama became in 2023-24. “Muse is how we bring personal superintelligence to everyone,” he said.
Vera Rubin and agent security
For infrastructure, Meta will expand its deployment of Vera Rubin and Vera CPUs. The focus here, as common to Arm-based systems, is on performance per watt. Spectrum-X Ethernet and BlueField-4 will improve network efficiency and throughput through specialized silicon. The expansion is a continuation of a multiyear, multigenerational deal that covered millions of Blackwell and Rubin GPUs. Meta doesn’t rely on Nvidia alone, though. It also works with AMD, custom chips and external cloud providers, and it is looking into selling its excess compute capacity.
Another avenue of cooperation revolves around agent security. Meta is saying it is considering the adoption of Nvidia’s OpenShell Reference Architecture. This would include using OpenShell as a runtime for safe deployment and Sentry for monitoring agent behavior.
Part of a 95 billion dollar fundraise
Nvidia is but one investor Meta is planning to align with its plans, as it seeks to raise up to 95 billion dollars. That includes roughly 35 billion dollar in immediate offerings and a 60 billion dollar at-the-market share program. This would only kick in by early 2027. Much of that money will almost immediately be out the door as well, as the company expects capital expenditures of 135-145 billion dollar in 2026. Nvidia, AMD and Broadcom had already indicated an interest in buying up to 5 billion dollars of Meta stock combined.