Nvidia Plays Kingmaker Again. Why the Meta Deal Is a Winning Move.
Just days after Meta Platforms (NASDAQ: META) announced plans to raise $97.5 billion to fund its AI infrastructure build-out, the company is signing on a new partner: Nvidia (NASDAQ: NVDA) . Nvidia and Meta announced on Tuesday morning that they would expand their partnership around Muse and the Muse family of models, and Nvidia will invest $3 billion in Meta's new equity offering. As part of the collaboration, Meta will expand Vera Rubin and Vera CPU deployment to boost performance and scale workloads. Continue reading