Business · Companies · 58 mins ago
Nvidia and AMD expand AI partnerships with Meta
Nvidia and AMD are expanding their AI partnerships with Meta, the US company behind Facebook and Instagram.
The companies will support Meta’s Muse AI agent and related models, including the computing needed to train and run them.
Meta says the work will help it pursue “personal superintelligence” and strengthen its AI infrastructure.
Meta plans to add Nvidia systems and test AMD’s Helios rack-scale AI system, with AMD’s first units already installed for testing.
The partners also plan to develop and supply processors and graphics chips suited to Meta’s workloads.
Nvidia plans to invest $3 billion and AMD $1 billion in a share offering Meta announced on October 26.
Meta is seeking to raise up to $95 billion to expand its AI infrastructure, and the companies say their cooperation will continue as they work toward broader deployment.
Nvidia and AMD announced expanded strategic AI partnerships with Meta on Oct. 26 and 27, respectively.
Both companies will support the development and operation of Meta’s Muse AI agent and related models.
Meta plans to expand its use of Nvidia’s next-generation AI infrastructure, while AMD said initial Helios systems are installed at Meta and being tested.
The companies also announced investments in Meta’s planned share issuance: $3 billion from Nvidia and $1 billion from AMD.
Meta plans to raise up to $95 billion to expand investment in AI infrastructure.
- Who
- Nvidia, AMD and Meta.
- What
- Nvidia and AMD are expanding AI partnerships with Meta and investing in its planned share issuance.
- When
- Nvidia announced its expansion on Oct. 26, 2026, and AMD announced its on Oct. 27, 2026.
- Where
- Meta’s AI infrastructure; a specific location is not stated.
- Why
- To support Meta’s AI models and agents and strengthen infrastructure for its goal of personal superintelligence.
This story does not have two clearly opposing sides.
Nvidia announced an expanded partnership with Meta and a $3 billion investment in its planned share issuance.
AMD announced an expanded partnership with Meta, a $1 billion investment and the installation and testing of initial Helios systems.
- Nvidia investment
- $3 billion
- AMD investment
- $1 billion
- Meta fundraising plan
- Up to $95 billion
- AMD Helios systems
- Initial deployment installed at Meta and under testing
- Nvidia infrastructure
- Vera Rubin, Vera CPU, Spectrum-X Ethernet and BlueField-4