NVIDIA and Meta expand AI collaboration with $3 billion investment

On October 27, 2026, NVIDIA announced an expanded partnership with Meta to advance the development of Muse, an AI assistant, to meet growing market demand for AI agents. The collaboration includes exploring additional technologies, such as enhancing security with NVIDIA’s OpenShell reference architecture and monitoring agent behavior using NVIDIA Sentry. Meta plans to scale its NVIDIA Vera Rubin platform and deploy NVIDIA Spectrum-X Ethernet and BlueField-4 technologies to improve AI data platform efficiency. NVIDIA will also invest $3 billion in Meta’s equity, equivalent to approximately 200.51 billion yuan at current exchange rates. NVIDIA CEO Jensen Huang stated, 'AI agents represent a new computing paradigm, and NVIDIA and Meta are expanding our collaboration to help Muse empower billions of people to achieve greater success and reach ambitious goals.'