Nvidia and Meta announced on October 27 that they were expanding their partnership around the Muse assistant and the Muse model family. Under the partnership, Nvidia will invest $3 billion in Meta's equity offering. That same day, Meta increased the offering to $97.5 billion, the largest fundraising in the company's history.

Why the Partnership Is Expanding

Muse models and agents run on Nvidia infrastructure. The companies will now work even more closely, improving model efficiency and reducing costs. The partnership is not limited to financial investment: the parties plan to deepen their technical cooperation.

"Nvidia and Meta are expanding their partnership to fully optimize computing infrastructure for capable, efficient, and safe AI agents, so that Muse can help billions of people achieve more and aspire to greater goals," said Nvidia founder and CEO Jensen Huang.

For Meta CEO Mark Zuckerberg, Muse is the central part of the plan to deliver personal superintelligence to billions of users every day. In that sense, the partnership is aimed at strengthening the role of agents in Meta's everyday services.

In Mark Zuckerberg's plan, Muse is the main vehicle for delivering personal superintelligence in Meta services used by billions of people every day. Partnership around Muse is therefore seen as a direction that could directly affect Meta's broad user base.

How Muse Works

Muse is described as a model based on the open-source OpenClaw agent. It has access to the user's email, calendar, payments, health, purchases, and smart home apps. The user can revoke that access at any time.

That scope of access sets Muse apart from an ordinary assistant that simply answers questions: the agent can work with various services on the user's behalf. At the same time, the ability to revoke access is presented as a mechanism for preserving user control.

Email, calendar, payments, health, purchases, and smart home — this list shows the agent's access to different aspects of the user's daily life. Each area works through a separate app, and the user can stop access at any time.

Access granted to the agent is managed by the user: the list of apps granted permission remains at the user's discretion and can be revoked at any time. This rule is noted as the main condition for how Muse handles personal data.

How the Offering Changed

Meta initially announced public offerings of about $35 billion. According to The Wall Street Journal, that sum consisted of $22.5 billion in Class A common shares and $12.5 billion in depositary shares. The common shares tranche was then increased to $25 billion.

Early on Tuesday, Meta increased its equity offering to $97.5 billion. Reuters noted that this was the largest fundraising in the company's history. The increase is linked to accelerating investment in AI infrastructure.

Nvidia's $3 billion investment is being made within exactly this offering. In this way, the link between the chipmaker and the platform company is strengthened by financial participation as well.

The chronology is as follows: an offering of about $35 billion was announced first, then the common shares tranche was raised to $25 billion, and on Tuesday the total offering reached $97.5 billion. Nvidia's $3 billion stake was noted as part of this expanded offering.

Infrastructure and Future Directions

Meta plans to deploy Nvidia infrastructure more widely for next-generation AI agents. This plan includes the Vera Rubin and Vera processors.

The companies may consider working more closely on Nvidia's OpenShell framework, designed for secure software deployment, and the Sentry tool for monitoring agent behavior. These directions are still at the consideration stage: the wording used is that the parties may explore cooperation on them.

Overall, the October 27 news consists of three elements: the expansion of the partnership, Nvidia's $3 billion investment, and Meta's offering rising to $97.5 billion. The offering of about $35 billion announced a day earlier remains in context as the starting stage of this process.

The Vera Rubin and Vera processors were mentioned as infrastructure for next-generation agents. Cooperation on OpenShell and Sentry was presented as possible steps in the directions of security and oversight.

The Announcement's Key Numbers

The picture by the numbers is as follows: Nvidia's investment — $3 billion; the final size of Meta's offering — $97.5 billion; the initial announcement — about $35 billion. The initial sum included $22.5 billion in Class A common shares and $12.5 billion in depositary shares, with the common shares tranche later raised to $25 billion.

Thus the October 27 announcement builds on the previous day's offering announcement: the financial volume grew, Nvidia's participation as a strategic partner was formalized, and the directions of technical cooperation were also clarified. These three elements make up the essence of the news announced in a single day.