Nvidia to Invest $3 Billion in Meta Equity Offering as Companies Expand Muse AI Partnership
Nvidia will invest $3 billion in Meta's equity offering as the two companies widen their work on Meta's Muse AI assistant, a day after Meta said it planned to raise up to $95 billion to pay for AI infrastructure.
Nvidia will invest $3 billion in Meta’s equity offering, the two companies said Tuesday, as they widen a partnership built around Meta’s Muse artificial intelligence assistant and related AI models.
The announcement came one day after Meta said it planned to raise up to $95 billion in waves of stock offerings to pay for AI infrastructure. Reuters reported Tuesday that Meta had increased the offering to $97.5 billion, the largest fundraising in the company’s history.

Under the expanded partnership, Meta’s Muse models and agents, which run on Nvidia infrastructure, will work more closely with Nvidia to improve performance and cut costs, Reuters reported. Meta plans to increase its use of Nvidia infrastructure for next-generation AI agents, including Vera Rubin systems and Vera central processing units, the companies said in a statement reported by Dow Jones Newswires.
What the two companies will build together

The companies said they are also considering work together in other areas, including monitoring how AI agents behave. Reuters reported they may explore more work on Nvidia’s OpenShell framework, including using it to roll out software safely and using a tool called Sentry to monitor agent behavior.
Muse, known inside Meta as Hatch, sits at the center of chief executive Mark Zuckerberg’s plan to deliver personal superintelligence to the billions of people who use Meta’s services each day, Reuters reported. The assistant is modeled on the open-source AI agent OpenClaw and can reach a user’s email, calendar, payments, health, shopping and smart-home applications, with users able to revoke access at any time, according to Reuters.

The size of Meta’s offering
Meta first said Monday it would launch about $35 billion in public offerings, made up of $22.5 billion of Class A common stock and $12.5 billion of depositary shares representing mandatory convertible preferred stock, Dow Jones Newswires reported. It then raised the common stock tranche to $25 billion. The Class A shares are priced at $625 each, while the depositary shares are priced at $50 each.
Nvidia’s $3 billion investment is part of that offering. The companies did not say in the reports how much of the wider offering Nvidia’s stake would amount to, or when the full sale would close.
Reporting based on coverage by Reuters and Dow Jones Newswires via Morningstar.