Nvidia and AMD to invest $4 billion in Meta, which is seeking to raise $95 billion for its AI infrastructure

Nvidia and Advanced Micro Devices (AMD) have announced they will jointly invest $4 billion in Meta. The announcement comes after the social media and artificial intelligence company unveiled plans to raise $95 billion to fund its AI infrastructure. Nvidia will contribute $3 billion and AMD $1 billion.

According to the article, Meta announced on Monday that it would initially raise $35 billion through underwritten public stock offerings. It would then raise another $60 billion through an "at-the-market" program, meaning gradual share sales on the open market. On Tuesday, Nvidia confirmed it would invest $3 billion in Meta's equity offering, and AMD announced it would put in $1 billion. In its Monday statement, Meta had already noted that Nvidia, AMD and Broadcom were interested in buying up to $5 billion in shares.

The investment comes alongside a deeper technical relationship. Nvidia said Meta will expand its deployment of the Vera Rubin and Vera CPU platforms. The two companies will also strengthen their collaboration on Muse, Meta's AI agent, which according to the text launched last month. Nvidia CEO Jensen Huang said AI agents represent "a new computing paradigm": software that understands our goals, reasons, uses tools and carries out tasks on our behalf. He added that this changes how computers are used, shifting from operating applications to working with intelligent agents. Meta CEO Mark Zuckerberg said he is excited to keep working with Nvidia to deliver "the best personal agents and frontier models" to billions of people.

For its part, AMD said its Helios racks are already running at Meta and that its EPYC processors power Muse. CEO Lisa Su said the two companies are building and deploying "gigawatt-scale" infrastructure and shaping future generations of silicon, software and systems for Meta's "superintelligence" models and services.

The market reaction on Tuesday was muted. AMD rose 3%, Nvidia was flat and Meta fell 1%.

The article places the deal within a broader trend: Nvidia and AMD are rapidly building up stakes in the companies driving the AI boom. According to Dealroom, Nvidia has invested in OpenAI, Anthropic, Intel and xAI, and has taken part in 121 funding rounds so far this year, compared with just 13 in 2022. AMD announced in July an equity investment of up to $5 billion in Anthropic. According to the article, it has taken part in 25 rounds in 2026, compared with just two in 2022.

Overall, the news shows how chipmakers are financing their own customers, who in turn buy their hardware. As industry context, this interdependence is an increasingly visible feature of the AI investment cycle. The article simply describes the facts and does not weigh in on the risks of such deals.