NVIDIA intends to invest 3 billion US dollars to subscribe for new shares of Meta.

NVIDIA announced that it will further deepen its cooperation with Meta in the field of the AI assistant Muse and related AI models.

NVIDIA announced on Tuesday that it will further deepen its cooperation with Meta in the field of the AI assistant Muse and related AI models. Meanwhile, NVIDIA also plans to invest 3 billion USD in Meta by subscribing to its newly issued shares.

NVIDIA said that this deepened cooperation reflects the growing market demand for practical AI agents. Meta plans to further deploy NVIDIA's infrastructure, including the Vera Rubin platform and Vera CPU, to support next-generation AI agents.

Muse is a key component of Meta CEO Mark Zuckerberg's "personal superintelligence" strategy. The product, previously codenamed Hatch internally, is designed to deliver more personalized AI services to billions of users across Meta's ecosystem.

According to the introduction, the Muse model and related agents run on NVIDIA's infrastructure. The two parties will further optimize model training and inference performance, reduce operating costs, and explore more areas of cooperation.

As AI agents gradually evolve from answering questions to performing practical tasks, security has also become a key priority for both sides. The two companies are also considering further cooperation to apply NVIDIA's OpenShell framework to support the secure deployment of AI agents, and use Sentry tools to monitor agent behavior.

The features of Muse also reflect this development direction. According to relevant reports, the product draws on the design concept of the open-source AI agent OpenClaw, and can access applications such as emails, calendars, payment, health, shopping and smart home with user authorization, and users can revoke relevant access permissions at any time. This means that Meta is trying to develop its AI assistant from an information interaction tool into a personal agent that can call multiple applications and assist users in completing tasks.

Meta Raises Financing Scale to 97.5 Billion USD

While deepening technical cooperation, NVIDIA will also contribute 3 billion USD to participate in Meta's share issuance.

Meta raised the financing scale of its share issuance to 97.5 billion USD on Tuesday, setting the largest financing plan in the company's history. Previously, Meta announced plans to issue shares in batches, with a maximum financing scale of 95 billion USD to support its large-scale investment in the AI infrastructure sector.

It is reported that Meta initially planned to issue approximately 35 billion USD in securities, including 22.5 billion USD of Class A common shares and 12.5 billion USD of depositary shares, the latter representing mandatory convertible preferred shares. Subsequently, the company raised the size of its common share offering to 25 billion USD. The previously announced offering price is 625 USD per Class A common share and 50 USD per depositary share.

Meta's continuous expansion of financing scale reflects its determination to accelerate investment in AI infrastructure. With the continuous development of AI model training, inference and agent applications, technology enterprises not only need to invest more computing power, but also need to improve the operating efficiency of infrastructure and control the growing costs.

For NVIDIA, this cooperation is expected to further consolidate its position in the AI infrastructure of large technology enterprises, and promote the collaborative application of computing platforms, networks and security tools.

Mark Zuckerberg said: "Muse is an important way for us to bring personal superintelligence to everyone. We are very pleased to continue working with NVIDIA to build the best personal agents and the most cutting-edge AI models for billions of people."

This article is from the WeChat official account "Sci-Tech Innovation Board Daily", author: NIU Zhanlin, published by 36Kr with authorization.