Nvidia, AMD to invest $4 billion in Meta as tech giants deepen AI partnership : US Pioneer Global VC DIFCHQ SFO NYC Singapore – Riyadh Swiss Our Mind

KEY POINTS
  • Nvidia and AMD have said they will invest $3 billion and $1 billion, respectively, in Meta.
  • Meta on Monday announced plans to raise a total of $95 billion to support its investments in artificial intelligence infrastructure.
  • Nvidia has been rapidly building up stakes in companies powering the AI boom.

Nvidia and Advanced Micro Devices have said they will invest a total of $4 billion in Meta after the social media and artificial intelligence giant announced plans to raise $95 billion to support its investments in AI infrastructure.

Meta on Monday said it would initially raise $35 billion in underwritten public equity offerings, before raising an additional $60 billion with an at-the-market program.

Nvidia on Tuesday said it would invest $3 billion in Meta’s equity offering, with AMD announcing it would invest $1 billion.

Meta’s Monday announcement said Nvidia, AMD and Broadcom were interested in purchasing up to $5 billion in shares.

Nvidia, AMD deepen Meta ties

Nvidia announced its investment on Tuesday, adding that Meta would expand Vera Rubin and Vera CPU deployment, and that the two companies would deepen their partnership on Muse, the social media giant’s AI agent that launched last month.

“AI agents represent a new computing paradigm — software that understands our goals, reasons, uses tools and gets work done on our behalf,” said Nvidia CEO Jensen Huang in a statement.

Jensen Huang, CEO of NVIDIA, presents new NVIDIA Vera Rubin DSX Pod Full-Stack Modular AI Factory as he gives a keynote address at the Berlin GPU Technology Conference (GTC) on October 21, 2026 in Berlin, Germany.

Jensen Huang, CEO of NVIDIA, presents new NVIDIA Vera Rubin DSX Pod Full-Stack Modular AI Factory as he gives a keynote address at the Berlin GPU Technology Conference (GTC) on October 21, 2026 in Berlin, Germany.
Sean Gallup | Getty Images

“This changes how we use computers, from operating applications to working with intelligent agents.”

“We’re excited to keep working with NVIDIA to deliver the best personal agents and frontier models for billions of people,” said Meta CEO Mark Zuckerberg.

AMD said that its Helios racks were running at Meta and its EPYC processors were powering Meta’s Muse.

“Together, we are building and deploying infrastructure at gigawatt scale and shaping future generations of silicon, software and systems to enable Meta’s most ambitious superintelligence models and services,” AMD CEO Lisa Su said in a statement.

AMD was up 3% on Tuesday, while Nvidia stayed flat. Meta was down 1%.

Nvidia and AMD have been rapidly building up stakes in companies powering the AI boom.

Nvidia has invested in OpenAI, Anthropic, Intel and XAI and participated in 121 investment rounds so far this year, according to Dealroom, up from just 13 in 2022.

AMD in July said it would make an equity investment of up to $5 billion in Anthropic. The company has been involved in 25 funding rounds in 2026, up from just two in 2022.

https://www.cnbc.com/amp/2026/10/27/nvidia-invest-meta.html?shem=aimgspe,