NVIDIA and Meta Expand Partnership on Muse AI Models and Next-Gen AI Infrastructure

NVIDIA and Meta expand Muse collaboration, enhancing AI agent capabilities and infrastructure, including investments in new technologies.

Quiver AI Summary

NVIDIA and Meta have announced an expansion of their partnership focused on the Muse family of AI models, building on strong consumer demand for AI agents. This collaboration aims to enhance the performance of inference and training for these models while also exploring new technological synergies, including enhancements to agency security through NVIDIA's OpenShell Reference Architecture and monitoring capabilities via NVIDIA Sentry. Meta plans to deploy NVIDIA's infrastructure, such as Vera Rubin and Vera CPUs, along with Spectrum-X Ethernet networking and BlueField-4, to improve operational efficiency. Additionally, NVIDIA will make a $3 billion investment in Meta’s equity offering. Both companies emphasize the transformative potential of AI agents and their commitment to optimizing the underlying technology for greater accessibility and functionality.

Potential Positives

NVIDIA and Meta are expanding their partnership on the Muse family of models, responding to popular demand for AI agents, signaling strong market interest and consumer engagement.
NVIDIA plans to invest $3 billion in Meta's equity offering, showcasing confidence in Meta's future prospects and strengthening their collaborative relationship.
The collaboration aims to optimize computing infrastructure for AI agents, which could lead to advancements in performance, efficiency, and cost-effectiveness in AI development.
The announcement reinforces NVIDIA's position as a leader in AI and accelerated computing, enhancing its reputation and strategic partnerships within the industry.

Potential Negatives

Investment of $3 billion in Meta's equity offering raises concerns about NVIDIA's financial allocation and risks associated with investing heavily in a partner that faces its own challenges in the AI market.
Forward-looking statements may indicate potential risks and uncertainties surrounding the partnership, including reliance on technology developments and market acceptance, which could impact NVIDIA's future performance.
Emphasis on the need for optimizations and workflow improvements suggests potential ongoing performance issues with current product offerings that may need to be addressed.

FAQ

What is the focus of the NVIDIA and Meta partnership?

The partnership aims to improve performance for the Muse family of AI models and enhance the deployment of NVIDIA infrastructure.

What technologies are NVIDIA and Meta collaborating on?

They are collaborating on Muse models, NVIDIA OpenShell Reference Architecture, and NVIDIA Sentry for monitoring AI agent behavior.

How will the partnership benefit AI agents?

The collaboration seeks to optimize infrastructure, improve performance, and reduce costs for AI agents, enhancing their capabilities for users.

What is NVIDIA's investment in Meta?

NVIDIA plans to invest $3 billion in Meta’s equity offering, reinforcing their long-term partnership in AI infrastructure.

What are Muse models used for?

Muse models are designed to create AI agents that understand goals and perform tasks on behalf of users, improving computing experiences.

Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.

$NVDA Insider Trading Activity

$NVDA insiders have traded $NVDA stock on the open market 32 times in the past 6 months. Of those trades, 0 have been purchases and 32 have been sales.

Here’s a breakdown of recent trading of $NVDA stock by insiders over the last 6 months:

MARK A STEVENS has made 0 purchases and 21 sales selling 6,121,740 shares for an estimated $1,353,730,171.
TIMOTHY S. TETER (EVP, General Counsel and Sec) has made 0 purchases and 6 sales selling 60,460 shares for an estimated $13,323,047.
COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 3 sales selling 34,918 shares for an estimated $7,648,632.
STEPHEN C NEAL sold 15,500 shares for an estimated $3,343,863
JOHN DABIRI sold 625 shares for an estimated $133,750

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$NVDA Revenue

$NVDA had revenues of $96.2B in Q2 2027. This is an increase of 105.85% from the same period in the prior year.

You can track NVDA financials on Quiver Quantitative's NVDA stock page.

You can access data on NVDA stock through the Quiver Quantitative API.

$NVDA Congressional Stock Trading

Members of Congress have traded $NVDA stock 21 times in the past 6 months. Of those trades, 9 have been purchases and 12 have been sales.

Here’s a breakdown of recent trading of $NVDA stock by members of Congress over the last 6 months:

REPRESENTATIVE CLEO FIELDS has traded it 6 times. They made 6 purchases worth up to $90,000 on 10/01, 06/26 and 0 sales.
REPRESENTATIVE DANIEL MEUSER has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 08/31, 05/27.
REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 07/17 and 1 sale worth up to $15,000 on 08/18.
REPRESENTATIVE JOHN MCGUIRE purchased up to $15,000 on 08/18.
SENATOR SHELDON WHITEHOUSE has traded it 5 times. They made 0 purchases and 5 sales worth up to $615,000 on 08/13, 06/30, 05/08.
SENATOR CORY A. BOOKER sold up to $50,000 on 08/11.
REPRESENTATIVE SAM LICCARDO sold up to $50,000 on 07/21.
REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 07/10.
REPRESENTATIVE MICHAEL A. RULLI purchased up to $15,000 on 06/25.
REPRESENTATIVE MATTHEW VAN EPPS sold up to $15,000 on 06/16.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$NVDA Hedge Fund Activity

We have seen 3,170 institutional investors add shares of $NVDA stock to their portfolio, and 2,452 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

JPMORGAN CHASE & CO added 449,404,578 shares (+inf%) to their portfolio in Q2 2026, for an estimated $89,921,362,012
INVESCO LTD. added 186,832,782 shares (+130.9%) to their portfolio in Q2 2026, for an estimated $37,383,371,350
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 160,214,733 shares (+inf%) to their portfolio in Q2 2026, for an estimated $32,057,365,925
SG AMERICAS SECURITIES, LLC added 62,298,007 shares (+inf%) to their portfolio in Q2 2026, for an estimated $12,465,208,220
FMR LLC added 32,198,580 shares (+3.2%) to their portfolio in Q2 2026, for an estimated $6,442,613,872
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM removed 22,264,066 shares (-32.6%) from their portfolio in Q2 2026, for an estimated $4,454,816,965
BARCLAYS PLC removed 22,252,692 shares (-26.8%) from their portfolio in Q2 2026, for an estimated $4,452,541,142

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$NVDA Analyst Ratings

Wall Street analysts have issued reports on $NVDA in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Needham issued a "Buy" rating on 05/21/2026

To track analyst ratings and price targets for $NVDA, check out Quiver Quantitative's $NVDA forecast page.

$NVDA Price Targets

Multiple analysts have issued price targets for $NVDA recently. We have seen 22 analysts offer price targets for $NVDA in the last 6 months, with a median target of $312.5.

Here are some recent targets:

Jack Zhou from China Renaissance set a target price of $319.0 on 06/05/2026
N. Quinn Bolton from Needham set a target price of $270.0 on 06/02/2026
Gil Luria from DA Davidson set a target price of $300.0 on 06/01/2026
Ivan Feinseth from Tigress Financial set a target price of $425.0 on 05/27/2026
Srini Pajjuri from RBC Capital set a target price of $270.0 on 05/21/2026
Timothy Arcuri from UBS set a target price of $280.0 on 05/21/2026
William Stein from Truist Securities set a target price of $307.0 on 05/21/2026

Full Release

News Summary:

NVIDIA and Meta will expand their partnership on Muse and the Muse family of models, reflecting popular demand for AI agents.
The companies are also considering other technological collaborations, including NVIDIA OpenShell Reference Architecture to strengthen agency security and NVIDIA Sentry for monitoring, structured, unstructured and graph data processing.
Meta to expand NVIDIA Vera Rubin and Vera CPU deployment to boost performance and scale workloads with NVIDIA Spectrum-X Ethernet networking and BlueField-4.

SANTA CLARA, Calif., Oct. 27, 2026 (GLOBE NEWSWIRE) -- NVIDIA and Meta today announced they will partner to expand their work on Muse and the Muse family of models to improve inference and training performance, reflecting popular demand for useful AI agents.

Meta’s Muse models and agents, which leverage NVIDIA’s infrastructure, have delivered frontier-level benchmark performance and surging consumer downloads since launch. Meta and NVIDIA intend to further deepen their collaboration by partnering on optimizations across workflows to maximize performance and improve total cost of ownership. Meta and NVIDIA will also consider additional collaboration opportunities with NVIDIA on its NVIDIA OpenShell Reference Architecture, including NVIDIA OpenShell™ for safe deployment and NVIDIA Sentry for monitoring agent behavior.

This announcement reinforces Meta and NVIDIA’s strong long-term partnership to support Meta’s AI infrastructure ambitions. Meta intends to expand the deployment of NVIDIA infrastructure, including Vera Rubin and Vera CPUs for next-generation AI agents to deliver maximum performance per watt. Meta will also deploy NVIDIA Spectrum-X™ Ethernet networking and BlueField-4 ^® to support network efficiency and throughput.

In addition, NVIDIA will invest $3 billion in Meta’s equity offering.

“AI agents represent a new computing paradigm — software that understands our goals, reasons, uses tools and gets work done on our behalf,” said Jensen Huang, founder and CEO of NVIDIA. “This changes how we use computers, from operating applications to working with intelligent agents. NVIDIA and Meta are expanding our partnership to optimize the computing infrastructure end to end for capable, efficient and secure AI agents, so Muse can empower billions of people to achieve more and pursue greater ambitions.”

“Muse is how we bring personal superintelligence to everyone. We’re excited to keep working with NVIDIA to deliver the best personal agents and frontier models for billions of people,” said Mark Zuckerberg, founder and CEO of Meta.

About NVIDIA
NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing.

For further information, contact:
Mylene Mangalindan
Corporate Communications
NVIDIA Corporation
[email protected]

Toshiya Hari
Investor Relations
NVIDIA Corporation
[email protected]

NVIDIA Forward-Looking Statements
Certain statements in this press release including, but not limited to, statements as to: expectations with respect to NVIDIA’s proposed investment in Meta, including its anticipated completion and any applicable closing conditions; expectations with respect to growth, performance, availability, and benefits of NVIDIA’s products, services and technologies, and related trends and drivers; expectations with respect to NVIDIA’s third party arrangements, including with its collaborators and partners; expectations with respect to technology developments, and related trends and drivers; projected market growth and trends; expectations with respect to AI and related industries; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing products and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; NVIDIA’s ability to realize the potential benefits of business investments or acquisitions; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. Copies of reports filed with the SEC are posted on NVIDIA’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.

© 2026 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo, and other NVIDIA product and service names are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and other countries and regions. Other company, product, and service names may be trademarks of the respective companies with which they are associated.

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/915679a6-3b0b-41f7-8fac-5f6958b3ae3e