NVIDIA Bets $3 Billion On Meta As Muse AI Moves To Vera Rubin

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NVIDIA is putting another $3 billion behind its relationship with a major AI partner, this time by investing in Meta's equity offering as the two companies jump deeper into the AI trenches. The expanded collaboration centers on Meta's Muse family of AI models, with NVIDIA providing the computing infrastructure intended to help improve training and inference performance.

The companies will work together to optimize Muse and related models across their workflows, with the goal of improving inference and training performance, as well as total cost of ownership. Muse models and agents already run on NVIDIA infrastructure, and the companies say demand for AI agents has been surging since launch.

"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...

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