Nvidia will invest $3 billion in Meta’s equity offering as part of an expanded partnership between the two companies, focused on Meta’s Muse family of AI agents.

The partners will collaborate on “optimizations across workflows” to boost inference and training performance and improve total cost of ownership, Nvidia said.

Under the terms of the agreement, Meta will expand its deployment of Nvidia hardware, including Vera Rubin and Vera CPUs, Spectrum-X Ethernet networking technology, and BlueField-4 DPUs. The companies also said they would consider “additional collaboration opportunities” centered around Nvidia’s OpenShell and Sentry offerings to support the safe deployment of AI agents.

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

“This changes how we use computers, from operating applications to working with intelligent agents. Nvidia and Meta are expanding our partnership to optimize the computing infrastructure end-to-end for capable, efficient and secure AI agents, so Muse can empower billions of people to achieve more and pursue greater ambitions.”

The news follows an announcement from Meta on October 26 that the company had raised the size of its planned equity offering to $97.5bn. Of that total, $25bn will be raised through common stock, with an additional $12.5bn to be raised through the sale of 250 million convertible preferred depositary shares at $50 each.

Meta is also planning to sell up to $60bn in shares after its planned non-voting Class C shares start trading in the first quarter of 2027.

Meta introduced its Muse AI agent in September 2026. Described by the company as a personal AI agent “that proactively helps with people’s goals and suggests ideas.” It runs on a dedicated virtual machine (VM) that plays host to both the agent and a user’s data.

While the agent was first introduced to the consumer market primarily through the Tamagotchi-like Charm device, Meta has also debuted a version of Muse designed for small and medium enterprises that incorporates tools such as Dropbox, Slack, and Zoom into Muse’s agentic workflow.