How much are NVIDIA and AMD investing in Meta?

NVIDIA is investing $3 billion and AMD $1 billion in the stock issuance plan Meta announced on the 26th.

What does Meta plan to raise funds for?

Meta aims to raise up to $95 billion to expand investment in AI infrastructure.

What AMD hardware is involved with Meta?

AMD's EPYC processors power the dedicated computing environment for Meta's Muse, and Meta has deployed millions of EPYC chips across generations; AMD's Instinct GPUs are used for training, ranking and recommendation.

Large Language ModelsAI Business & IndustryITmedia AI＋3m agoOct 28, 2026, 10:01 JST

NVIDIA, AMD deepen Meta AI ties; $3 billion NVIDIA stake

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3 Key Points

What happened
NVIDIA and AMD each said they will expand AI partnerships with Meta, supporting its AI agent Muse and related models; NVIDIA will invest $3 billion and AMD $1 billion in Meta's stock issuance plan.
Why it matters
The equity stakes tie two major chip suppliers directly to Meta's infrastructure buildout, as Meta plans to raise up to $95 billion to expand AI infrastructure — aligning supplier interests with its own.

WHO IT HITSData center and AI infrastructure teams at Meta's suppliers and cloud operators will be affected as Meta expands use of NVIDIA's Vera Rubin, Vera CPU, Spectrum-X Ethernet and BlueField-4, and AMD's EPYC, Instinct and Helios systems, shaping procurement and deployment plans.

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Context & Analysis

The announcements build on earlier commitments. In February, Meta disclosed a multi-million-unit GPU and CPU supply agreement with NVIDIA and a strategic partnership with AMD involving up to 6 gigawatts of GPU deployments. In March, Meta also showed a new model of its in-house AI chip MTIA, signaling it intends to combine external suppliers with its own silicon.

The new equity investments connect the suppliers' financial interests to Meta's buildout. NVIDIA's role includes not only compute but also software tools such as NVIDIA OpenShell for safe agent deployment and NVIDIA Sentry for monitoring agent behavior, suggesting the partnership extends into how Meta's agents are operated and secured.

AMD's disclosure that initial Helios rack-scale systems are already installed and being tested at Meta indicates the partnership has moved into deployment, though AMD says it aims for full-scale rollout going forward. Meta's plan to raise up to $95 billion underscores the scale of capital it is committing to AI infrastructure.

FAQ

How much are NVIDIA and AMD investing in Meta?: NVIDIA is investing $3 billion and AMD $1 billion in the stock issuance plan Meta announced on the 26th.
What does Meta plan to raise funds for?: Meta aims to raise up to $95 billion to expand investment in AI infrastructure.
What AMD hardware is involved with Meta?: AMD's EPYC processors power the dedicated computing environment for Meta's Muse, and Meta has deployed millions of EPYC chips across generations; AMD's Instinct GPUs are used for training, ranking and recommendation.

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