NVIDIA and Meta to Expand Collaboration on Muse and Muse Family of Models Amid Robust Growth
Meta plans broader deployment of NVIDIA infrastructure, while NVIDIA commits $3 billion to Meta’s equity offering.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Rhea-AI Summary
NVIDIA (NVDA) and Meta will expand their collaboration on Muse and its family of models to improve training and inference performance. The companies intend to optimize workflows to improve performance and total cost of ownership, meaning the overall cost of running the systems.
Meta intends to expand deployment of NVIDIA Vera Rubin and Vera CPUs for next-generation AI agents. It will also deploy Spectrum-X Ethernet networking and BlueField-4 to support network efficiency and throughput. The companies are considering additional collaboration on NVIDIA’s OpenShell Reference Architecture, including OpenShell for safe deployment and Sentry for monitoring agent behavior.
NVIDIA will also invest $3 billion in Meta’s equity offering. The investment is proposed, rather than completed.
How this balance works
Rhea-AI gives every point it takes from this document a weight. Minor counts 1, Moderate 3 and Major 9, so one Major point outweighs several Minor ones. The bar adds up the weights on each side, and when neither side holds more than 65% of the total the balance reads Mixed.
It reads the document as published, with the same rules for every company, and it does not look at what the market expected or at how the stock traded, so a point can be objectively good on a day the stock falls.
Rhea-AI Sentiment measures something else, the tone of the wording.
Hollow bars mark forward-looking points. How the balance works
Positive
- Moderate point. Forward-looking: it has not happened yet and may not happen.Meta intends to expand deployment of NVIDIA Vera Rubin and Vera CPUs for next-generation AI agents.
- Moderate point. Forward-looking: it has not happened yet and may not happen.Meta will deploy Spectrum-X Ethernet networking and BlueField-4 to support network efficiency and throughput.
- Minor point. Forward-looking: it has not happened yet and may not happen.Expanded Muse collaboration targets training and inference improvements, with planned workflow optimizations to reduce overall operating costs.
Negative
- Minor point. Forward-looking: it has not happened yet and may not happen.$3 billion proposed equity investment in Meta commits NVIDIA capital.
- Minor pointOpenShell and Sentry collaboration remains under consideration, rather than agreed.
Key Figures
- NVIDIA investment
- $3 billion
- Investment in Meta’s equity offering
Key Terms
inference technical
total cost of ownership financial
equity offering financial
AI-generated analysis. How Rhea-AI works. Not financial advice.
News Summary:
- NVIDIA and Meta will expand their partnership on Muse and the Muse family of models, reflecting popular demand for AI agents.
- The companies are also considering other technological collaborations, including NVIDIA OpenShell Reference Architecture to strengthen agency security and NVIDIA Sentry for monitoring, structured, unstructured and graph data processing.
- Meta to expand NVIDIA Vera Rubin and Vera CPU deployment to boost performance and scale workloads with NVIDIA Spectrum-X Ethernet networking and BlueField-4.
SANTA CLARA, Calif., Oct. 27, 2026 (GLOBE NEWSWIRE) -- NVIDIA and Meta today announced they will partner to expand their work on Muse and the Muse family of models to improve inference and training performance, reflecting popular demand for useful AI agents.
Meta’s Muse models and agents, which leverage NVIDIA’s infrastructure, have delivered frontier-level benchmark performance and surging consumer downloads since launch. Meta and NVIDIA intend to further deepen their collaboration by partnering on optimizations across workflows to maximize performance and improve total cost of ownership. Meta and NVIDIA will also consider additional collaboration opportunities with NVIDIA on its NVIDIA OpenShell Reference Architecture, including NVIDIA OpenShell™ for safe deployment and NVIDIA Sentry for monitoring agent behavior.
This announcement reinforces Meta and NVIDIA’s strong long-term partnership to support Meta’s AI infrastructure ambitions. Meta intends to expand the deployment of NVIDIA infrastructure, including Vera Rubin and Vera CPUs for next-generation AI agents to deliver maximum performance per watt. Meta will also deploy NVIDIA Spectrum-X™ Ethernet networking and BlueField-4® to support network efficiency and throughput.
In addition, NVIDIA will invest
“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.”
“Muse is how we bring personal superintelligence to everyone. We’re excited to keep working with NVIDIA to deliver the best personal agents and frontier models for billions of people,” said Mark Zuckerberg, founder and CEO of Meta.
About NVIDIA
NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing.
For further information, contact:
Mylene Mangalindan
Corporate Communications
NVIDIA Corporation
press@nvidia.com
Toshiya Hari
Investor Relations
NVIDIA Corporation
ir@nvidia.com
NVIDIA Forward-Looking Statements
Certain statements in this press release including, but not limited to, statements as to: expectations with respect to NVIDIA’s proposed investment in Meta, including its anticipated completion and any applicable closing conditions; expectations with respect to growth, performance, availability, and benefits of NVIDIA’s products, services and technologies, and related trends and drivers; expectations with respect to NVIDIA’s third party arrangements, including with its collaborators and partners; expectations with respect to technology developments, and related trends and drivers; projected market growth and trends; expectations with respect to AI and related industries; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing products and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; NVIDIA’s ability to realize the potential benefits of business investments or acquisitions; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. Copies of reports filed with the SEC are posted on NVIDIA’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.
© 2026 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo, and other NVIDIA product and service names are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and other countries and regions. Other company, product, and service names may be trademarks of the respective companies with which they are associated.
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/915679a6-3b0b-41f7-8fac-5f6958b3ae3e
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
How much will NVIDIA invest in Meta’s equity offering?
NVIDIA will invest $3 billion in Meta’s equity offering. The investment is proposed and has not been described as completed.
What NVIDIA infrastructure does Meta plan to deploy under the expanded collaboration?
Meta intends to expand deployment of Vera Rubin and Vera CPUs and will also deploy Spectrum-X Ethernet networking and BlueField-4. The CPU and computing infrastructure plans support next-generation AI agents, while the networking deployment targets efficiency and throughput.