By Johnny Rice, The Motley Fool
Publication Date: 2026-10-27 21:40:00
Nvidia (NASDAQ:NVDA) announced this morning that it plans to invest $3 billion in Meta Platforms (NASDAQ:META), one of its biggest customers.
Nvidia will make the investment as part of Meta’s recently announced stock offering. The companies said they will expand their work on Muse, Meta’s popular AI assistant, working to improve Meta’s family of models that power it.
Missed AI’s “Act 1”? Act 2 Could Be 14x Bigger. Most investors think they missed the AI boat because they didn’t buy Nvidia in 2005. But according to our analysts, we’re only at the end of “Act 1″—the R&D phase. “Act 2” is the global rollout. Continue »
That technical partnership aims to improve both training — building an AI model — and inference, using the model after it’s been trained. Meta said it plans to expand its deployment of Nvidia’s latest hardware: Vera Rubin GPU systems, Vera CPUs, and networking technology.
The companies also said they are considering working on tools that would help AI agents operate securely as well as help monitor their behavior, but those discussions are still exploratory and nothing has been agreed upon.
What Nvidia’s expanded Meta partnership actually adds
This is a deepening of an already close relationship. While we don’t know where exactly Meta ranks, it was very likely already one of Nvidia’s biggest customers, and in February, Meta said it would deploy millions of Nvidia’s Blackwell and Vera Rubin…
