What happened
NVIDIA and Meta announced they will expand their work on Muse and the Muse family of models to improve inference and training performance, and NVIDIA will invest $3 billion in Meta's equity offering.
Why it matters
The deepened collaboration aims to maximize performance and improve total cost of ownership for Meta's AI agents, which have delivered frontier-level benchmark performance and surging consumer downloads since launch.
WHO IT HITSThe expanded partnership directly affects AI infrastructure teams at Meta building and scaling agent workloads, and NVIDIA's hardware and networking units supplying that buildout. Investors in Meta's equity offering are also affected by NVIDIA's $3 billion commitment.
Summaries like this, every morning.
The announcement builds on an existing relationship in which Meta's Muse models and agents already run on NVIDIA infrastructure and have delivered frontier-level benchmark performance and surging consumer downloads since launch. By expanding their work on Muse and the Muse family of models, the two companies aim to improve inference and training performance and to maximize performance and total cost of ownership across workflows. Beyond the model work, the companies are considering additional collaboration on NVIDIA OpenShell Reference Architecture, including OpenShell for safe deployment and Sentry for monitoring agent behavior. Meta also intends to expand its deployment of NVIDIA infrastructure, including Vera Rubin and Vera CPUs, along with Spectrum-X Ethernet networking and BlueField-4, to support next-generation AI agents. The $3 billion equity investment by NVIDIA in Meta's offering underscores the depth of the long-term partnership, which both CEOs framed around the shift to AI agents that understand goals, reason, use tools and get work done on users' behalf.
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