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The Decoder:AI News· Maximilian Schreiner·· 4 小时前AI 评分66

Nvidia 向 Meta 股权发行投资 30 亿美元,Meta 将采购更多 Nvidia 芯片

Meta gets $3 billion from Nvidia and plans to spend more on Nvidia chips

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据华尔街日报报道,Nvidia 将向 Meta 计划中的股权发行投资 30 亿美元,双方同时宣布围绕 Meta AI 产品 Muse 扩大合作。

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Maximilian Schreiner

Oct 27, 2026

Nvidia is buying into its customer Meta, which plans to run more of its AI agents on Nvidia hardware. Nvidia is investing $3 billion in Meta's planned equity offering, the Wall Street Journal reports. In the same announcement, the two companies said they would expand their partnership around Meta's AI product Muse. Meta plans to use more Nvidia infrastructure for its next generation of AI agents, including Vera Rubin systems and Vera CPUs.

Meta wants to raise up to $95 billion through stock offerings to pay for its AI infrastructure buildout. According to CNBC, AMD and Broadcom also signaled nonbinding interest in buying up to $5 billion in Meta shares combined.

The deal fits a pattern investors have been arguing about for months. Nvidia gives money to customers like OpenAI, which then use it to build data centers packed with Nvidia chips. Critics call this circular financing and warn that it could hide how much real demand exists.

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