NVIDIA and Meta to Expand Collaboration on Muse and Muse Family of Models Amid Robust Growth
NVIDIA and Meta expand their partnership on Meta's Muse models and agents, covering inference/training optimization, Vera Rubin and Vera CPU deployment, Spectrum-X and BlueField-4 networking, agent security tools, and a $3 billion NVIDIA investment in Meta's equity offering.
NVIDIA and Meta to expand collaboration on Muse and the Muse family of models
Nvidia newsroom press release, October 26, 2026 (US time). Read the original.
Nvidia says it will invest $3 billion in Meta's equity offering and widen its partnership with Meta around Muse, Meta's AI agent, and the Muse family of models. The release cites strong demand for AI agents and says Meta's Muse models, which run on Nvidia infrastructure, have posted frontier-level benchmark results and strong download growth since launch (no figures given).
The investment
$3 billion into Meta's equity offering.
No share class, price per share, resulting stake or closing date is given; the release only refers to the investment's anticipated completion and closing conditions.
Models and performance
Joint work on Muse and the Muse family of models.
Shared optimizations across workflows to improve inference and training performance and lower total cost of ownership.
Hardware Meta plans to deploy
Nvidia product
Purpose stated
Vera Rubin systems and Vera CPUs
Expanded deployment for next-generation AI agents, aimed at performance per watt
Spectrum-X Ethernet
Network efficiency and throughput
BlueField-4
Network efficiency and throughput, alongside Spectrum-X
Software under consideration
Nvidia OpenShell, a reference architecture for deploying agents safely.
Nvidia Sentry, for monitoring agent behavior and data processing.
These software items are described as areas the companies "will consider", not firm commitments.
What the CEOs said
Jensen Huang describes AI agents as a new computing paradigm and says the two companies will optimize infrastructure end to end for capable, efficient and secure agents. Mark Zuckerberg says Muse is how Meta brings personal superintelligence to everyone and that the companies will keep working together on personal agents and frontier models.
Caveats
The release carries Nvidia's standard forward-looking-statement warning: completion of the investment, product performance and partner plans are not guaranteed.