Nvidia (NASDAQ:NVDA) will invest $3 billion in an equity offering by Meta Platforms (NASDAQ:META), alongside an expanded AI partnership focused on Meta's Muse models and supporting computing infrastructure. The collaboration covers improving training and inference performance for Muse models and expanding Nvidia hardware and networking across Meta's data centers. Meta raised its common stock offering from $22.5 billion to $25 billion, for combined potential proceeds of up to $37.5 billion with depository shares, priced at $625 per common share and $50 per depository share. Meta also plans a separate $60 billion non-voting share offering in 2027, with proceeds mainly directed to AI infrastructure.
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Related tickers and likely impact
META
• NeutralMeta Platforms
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.7T |
| Close on 10/26/2026 | 630.47 |
| Change that session | -1.89% |
NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/26/2026 | 215.98 |
| Change that session | +2.38% |
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