NVIDIA, Meta expand Muse collaboration; NVIDIA to invest $3 billion in Meta
NVIDIA and Meta announced an expansion of their collaboration on Muse models and agents, including workflow optimizations intended to improve performance and total cost of ownership. Meta intends to expand its deployment of NVIDIA Vera Rubin and Vera CPUs, Spectrum-X Ethernet networking, and BlueField-4. NVIDIA also announced that it will invest $3 billion in Meta's equity offering, which is described as proposed and subject to applicable closing conditions.
Key takeaways
NVIDIA and Meta will expand work on Muse and the Muse family of models.
The companies will consider additional collaboration involving NVIDIA OpenShell and NVIDIA Sentry.
Meta plans to expand deployment of NVIDIA Vera Rubin and Vera CPUs and deploy Spectrum-X Ethernet networking and BlueField-4.
NVIDIA will invest $3 billion in Meta's equity offering.
The announcement does not quantify the revenue, margin, EPS, cash-flow, or other financial impact.
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