NVIDIA expands Meta Muse partnership, invests $3B in Meta stock
armand_ruiz · x · 2026-11-11
NVIDIA announced an expanded partnership with Meta around the Muse agent model family:
- Infrastructure: Meta will scale up NVIDIA Vera Rubin and Vera CPU deployments and add Spectrum-X Ethernet networking plus BlueField-4 to maximize per-watt performance and throughput.
- Technical collaboration: The two are exploring cooperation on NVIDIA OpenShell reference architecture and Sentry for agent security, monitoring, and structured/graph data processing.
- Investment: NVIDIA will invest $3 billion in Meta's share issuance.
Jensen Huang framed agents as a new computing paradigm; Zuckerberg called Muse the vehicle for delivering personal superintelligence. The companies claim Muse has hit SOTA-level benchmarks and surging downloads since release.
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