NVIDIA Bets $3 Billion On Meta As Muse AI Moves To Vera Rubin

NVIDIA is putting another $3 billion behind its relationship with a major AI partner, this time by investing in Meta's equity offering as the two companies jump deeper into the AI trenches. The expanded collaboration centers on Meta's Muse family of AI models, with NVIDIA providing the computing infrastructure intended to help improve training and inference performance.

The companies will work together to optimize Muse and related models across their workflows, with the goal of improving inference and training performance, as well as total cost of ownership. Muse models and agents already run on NVIDIA infrastructure, and the companies say demand for AI agents has been surging since launch.

"AI agents represent a new computing paradigm—software that understands our goals, reasons, uses tools and gets work done on our behalf," said Jensen Huang, founder and CEO of NVIDIA. "This changes how we use computers, from operating applications to working with intelligent agents. NVIDIA and Meta are expanding our partnership to optimize the computing infrastructure end to end for capable, efficient and secure AI agents, so Muse can empower billions of people to achieve more and pursue greater ambitions."

As part of the expanded collaboration, Meta plans to deploy more NVIDIA hardware, including its upcoming Vera Rubin platform, Vera CPUs, Spectrum-X Ethernet networking, and BlueField-4. The deal strengthens an existing partnership as Meta continues investing heavily in AI infrastructure.

"Muse is how we bring personal superintelligence to everyone. We’re excited to keep working with NVIDIA to deliver the best personal agents and frontier models for billions of people," said Mark Zuckerberg, founder and CEO of Meta.

The companies are also considering additional collaboration around NVIDIA's OpenShell Reference Architecture. That could include OpenShell for safer agent deployment and NVIDIA Sentry for monitoring agent behavior, though no actual deployments have been announced as of yet.

Meanwhile, NVIDIA announced plans to invest $3 billion in Meta's equity offering. It's a massive sum, especially considering it was mentioned as an aside to the expanded partnership, though NVIDIA is in a position to make big investments. NVIDIA in August reported Q2 earnings tallying a little over $96 billion in revenue, most of which came from its data center products and services ($89 billion).