Meta AI funding plans drew a combined $4 billion in announced investments from Nvidia and Advanced Micro Devices on October 27, 2026, as Meta prepared to raise $95 billion for artificial intelligence infrastructure.

Key Takeaways

  • Nvidia said it would invest $3 billion, while AMD announced a $1 billion investment.
  • Meta plans an initial $35 billion in underwritten public equity offerings, followed by $60 billion through an at-the-market program.
  • The companies also outlined deeper AI infrastructure ties, including expanded Nvidia system deployment at Meta.

Meta AI funding plan and chipmaker investments

Meta announced its fundraising plan on October 26, saying it intended to use the proceeds to support investments in AI infrastructure. Its planned $95 billion raise comprises $35 billion in underwritten public equity offerings and a subsequent $60 billion at-the-market program.

The following day, Nvidia said it would invest $3 billion in Meta’s equity offering, and AMD announced a $1 billion investment. The announcements did not establish that the investments or Meta’s broader fundraising had been completed.

Meta had said in its Monday announcement that Nvidia, AMD and Broadcom were interested in purchasing up to $5 billion in shares. The combined Nvidia and AMD commitments announced Tuesday total $4 billion.

AI infrastructure partnerships expand

Alongside its investment announcement, Nvidia said Meta would expand deployment of Vera Rubin and Vera CPU systems. The companies also plan to deepen their partnership on Muse, Meta’s AI agent, which launched in September.

AMD said its Helios racks were running at Meta and that its EPYC processors were powering Muse. CEO Lisa Su said the companies were building and deploying infrastructure at gigawatt scale and developing future generations of silicon, software and systems.

Shares react to announcements

On Tuesday, AMD shares rose 3%, Nvidia shares were flat and Meta shares fell 1%.

Read More News

More FinanceVelix news

Disclaimer

This FinanceVelix article provides general information, not personalized financial, investment, legal, or tax advice. Market prices, interest rates and economic conditions can change; investments carry a risk of loss. Facts reflect the material available when published and may change. Check important information independently and consult a qualified professional when needed. Mentioning an asset, company, or service is not an endorsement.