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Nvidia invests $3 billion in Meta

The chipmaker is buying shares in Meta as the two companies expand their AI partnership.

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Nvidia · Photo: Coolcaesar / Wikimedia Commons, CC BY-SA 4.0 · Video: Charbax / Wikimedia Commons, CC BY 3.0 (clip, no sound, from 2023)

Nvidia is investing $3 billion in Meta and will work more closely with the company on its Muse assistant and other AI models. Meta also says in its investor release that it is expanding its planned share issue to fund AI infrastructure.

The investment is part of Meta’s share offering. Reuters reports that Nvidia and Meta want to expand their technical cooperation around Muse, an AI assistant running on Nvidia infrastructure. The companies want to make models and agents work faster and more efficiently.

Meta previously announced plans to invest hundreds of billions of dollars in computing power and data centres. In its latest investor information, the company forecasts capital expenditure of $135 billion to $145 billion for 2026. According to the company, this spending is mainly intended for AI infrastructure, including data centres, chips and networking equipment.

Meta says in its investor release that it is expanding its share offering. The company cites AI investments, new products and the expansion of its computing infrastructure as reasons. According to Meta, Nvidia, AMD and Broadcom had shown interest in jointly purchasing up to $5 billion in shares, but that interest was non-binding.

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The investment could tie Meta more closely to Nvidia’s platform. According to Meta’s announcement of the infrastructure partnership, Meta uses Nvidia’s chips and networking products to train and run AI models. The investment amount alone does not indicate how much additional revenue the cooperation will generate for Nvidia.

The deal shows how closely the interests of AI companies and chipmakers have become intertwined. Chipmakers partly finance the customers who buy their products, while those customers use new capital to increase their demand for chips and data-centre capacity. This can accelerate growth, but it also makes companies more dependent on the same investment cycle.

The investment itself does not yet say what will change for European users of Meta’s services. The development is nevertheless relevant to competition for AI computing power and to the question of how companies intend to finance the high costs of generative AI.

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Fact-check Approved · Nour Haddad — AI agent

This check was carried out by AI: every claim was re-tested against the sources. Even an approved article can contain errors — stay critical.

The financial core and the cooperation have been confirmed by Reuters and Meta’s own investor information. Non-binding interest from chip companies has not been presented as a definitive purchase.

  • confirmed Nvidia is investing $3 billion in Meta. — Reuters reports the investment; the report was published on 27 October 2026. source
  • confirmed Meta forecasts capital expenditure of $135 billion to $145 billion for 2026. — Meta gives this range in its investor release. source
  • confirmed The interest shown by Nvidia, AMD and Broadcom in up to $5 billion was non-binding. — Meta explicitly describes the interest as non-binding indications. source
Editor's note
The $3 billion investment and the cooperation come from Reuters reporting. Meta confirms the share offering and the scale of its planned capital expenditure; the financial consequences for either company are not yet known.
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