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

Nvidia is investing $3 billion in Meta’s planned equity offering, as reported by The Wall Street Journal via The Decoder, while the two companies 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, as it seeks to raise up to $95 billion through stock offerings for AI infrastructure. This matters because it is another case of Nvidia funding a major customer that then buys its chips, a pattern critics call circular financing that may obscure real demand.

• The Decoder2026-10-27 09:58