Meta and Nvidia are expanding their AI partnership to improve the performance of Meta’s Muse AI models and develop more capable AI agents. The agreement also includes a planned $3 billion investment by Nvidia in Meta’s equity offering. Announced on October 27, 2026, the deal strengthens collaboration between the two technology giants as Meta increases its investment in artificial intelligence.
The partnership will focus on AI model training, inference performance and computing infrastructure. Both companies aim to improve efficiency while supporting the growing demand for AI-powered assistants that can perform tasks on behalf of users.
Meta and Nvidia expand work on Muse AI models
Meta and Nvidia plan to optimise Meta’s Muse family of AI models across their development and deployment workflows. These improvements aim to increase performance and reduce the overall cost of running AI systems.
Meta uses Nvidia’s computing infrastructure to power its Muse models and AI agents. The expanded collaboration will help both companies improve how these systems process requests and deliver results.
The companies also plan to explore additional collaboration on Nvidia’s OpenShell Reference Architecture. This work could support safer AI agent deployment and improved monitoring of agent behaviour.
Nvidia plans $3 billion investment in Meta
Alongside the technology agreement, Nvidia plans to invest $3 billion in Meta’s equity offering. The investment strengthens the financial relationship between the two companies as Meta continues to expand its AI infrastructure.
Meta has also increased its planned equity offering to $97.5 billion to support its growing investment in AI infrastructure, according to Reuters. The fundraising highlights the substantial capital required to develop and operate advanced AI systems at scale.
However, Nvidia’s proposed investment remains subject to completion conditions. The announcement does not mean the investment has already been finalised.
Meta expands Nvidia computing infrastructure
Meta also intends to expand its use of Nvidia’s computing and networking technologies. The planned deployment includes Nvidia Vera Rubin systems and Vera CPUs to support next-generation AI agents.
The companies will also work with Nvidia Spectrum-X Ethernet networking and BlueField-4 technology. These systems aim to improve network efficiency and data throughput across Meta’s AI infrastructure.
The expanded deployment reflects Meta’s focus on building computing capacity for more demanding AI workloads. It also strengthens Nvidia’s role in supplying the processors, networking equipment and software infrastructure needed to run advanced AI applications.
AI agents become a major technology priority
The partnership reflects a broader shift towards AI agents that can do more than answer questions. These systems aim to understand user goals, use digital tools and complete tasks with appropriate permissions.
Meta wants to bring more personalised AI experiences to users across its platforms. Working with Nvidia could help the company improve the performance and efficiency of the underlying models.
For Nvidia, the expanded relationship strengthens its position as a provider of AI computing infrastructure. The partnership also demonstrates how major technology companies are combining AI development, infrastructure investment and financial commitments to compete in the rapidly evolving AI market.
The companies have not announced a definitive timeline for every element of the expanded collaboration. The impact will depend on implementation, model performance and the adoption of AI agents by users.
