NVIDIA Will Invest $3 Billion in Meta's Equity Offering
NVIDIA said on Oct. 26 it will invest $3 billion in Meta's equity offering and widen work on Muse. The stake is still proposed, with no closing date.
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NVIDIA's Oct. 26 newsroom post states a $3 billion stake in Meta's equity offering. Closing conditions are still open.
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NVIDIA said on Oct. 26 that it will invest $3 billion in Meta's equity offering and expand joint work on Meta's Muse assistant and the Muse family of models.
The $3 billion figure is in NVIDIA's Oct. 26 post. The same post treats completion as still ahead.
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The purchase is not closed. NVIDIA's newsroom post places the stake among forward-looking statements that still depend on completion and on any closing conditions. The post does not say the money has been paid, and it names no closing date.
The figure arrives on a financing plan Voltgrid already reported that day. On Oct. 26, CNBC and The Guardian said Meta plans to raise $95 billion for AI infrastructure, opening with $35 billion of stock, and that NVIDIA, AMD and Broadcom had shown interest in as much as $5 billion, with no signed purchase. Meta's $95 billion plan is that earlier account. NVIDIA's own post now states a $3 billion investment from NVIDIA alone. It does not say whether that sum sits inside the $5 billion of interest described earlier, or beside it.
What Meta says it intends to deploy
Meta intends to expand its use of NVIDIA Vera Rubin systems and Vera CPUs for agent workloads, and to add Spectrum-X Ethernet plus BlueField-4 so the network can move more traffic. The post describes an intention to expand. It is not an order with a GPU count, a campus or a delivery month. The companies will also consider NVIDIA's OpenShell reference design for safer agent deployment, and Sentry for watching how agents behave. Those two items are options under discussion, not a committed list of parts.
A wider Vera Rubin footprint would add training and inference load on Meta's clusters. This post gives no megawatts, no rack count and no site, so the $3 billion cannot yet be read as a capacity addition. It is a financing line until a deployment schedule exists.
What is not confirmed yet
Jensen Huang, NVIDIA's chief executive, and Mark Zuckerberg, Meta's chief executive, both endorsed the Muse work in the post. Neither statement names a benchmark, a parameter count or a download total. The post says Muse has recorded strong benchmark results and that consumer downloads have climbed, and it stops there. Nothing in the sources read on Oct. 27 shows the investment as completed.
