伙伴关系
Meta Deepens NVIDIA Muse AI模型和基础设施伙伴关系
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NVIDIA和Meta将在Meta的Muse家族AI模型上扩大合作，并扩展NVIDIA计算和网络基础设施在Meta的计划部署，NVIDIA新闻室的称公司于2026年10月26日发布。 NVIDIA还将为Meta的股权出价投资30亿美元。
称公司将合作扩大关于Muse和Muse家族模型的工作，以改进推论和培训业绩，并列举了该版描述的对有用的AI agents的普遍需求。 根据该版报道，Meta的Muse模型和agents运行于NVIDIA基础设施上，并交付了这些公司称为前沿级的基准测试性能以及自发布以来消费者下载的猛增。 Meta和NVIDIA 称打算通过跨工作流程的联合优化工作来进一步深化协作，其既定目标是最大限度地提高业绩并改进所有权的总成本。
“AI agents代表一种新的计算范式——软件理解我们的目标，原因，使用工具并代表我们完成工作，”发行版中NVIDIA，称的创始人和CEOJensen Huang. He 称的转变改变了人们使用计算机的方式，从操作应用转向与智能agents合作，公司正在扩大伙伴关系，以优化计算基础设施，最终实现能力，效率和安全的AI agents.
考虑中的开壳和哨兵
公司还将考虑根据发布内容在NVIDIA OpenShell Reference Architecture上进行更多合作。 考虑范围包括NVIDIA OpenShell，发行版称其支持安全部署，而NVIDIA Sentry则被描述为监测agent行为的工具。 发行摘要还描述了哨兵与监测以及结构化、结构化和图表化数据处理有关的情况。
已扩展的 NVIDIA Meta基础设施
Meta打算扩大部署NVIDIA基础设施，包括Vera Rubin和Vera CPU，用于下一代AI agents，明确的目标是提供每瓦的最高性能。 Meta还将部署NVIDIA Spectrum-X Ethernet网络和Blue Field-4，根据发布情况支持网络效率和吞吐量。
拟议3亿股权投资
NVIDIA将投资30亿美元Meta的股票出价，发行状态。 在发行的前瞻性报表部分，NVIDIA将这笔交易描述为它对Meta的拟议投资，并列举了对预期完成的预期和适用的关闭条件。
Meta创始人兼首席执行官马克·扎克伯格(Mark Zuckerberg 称)，他称 Meta兴奋地继续与NVIDIA合作，为数十亿人提供个人agents和前沿模型。
在2月基础上建立基础设施伙伴关系
新公告强化了公司的长期伙伴关系，支持Meta的AI基础设施野心。 2026年2月17日，Meta 宣布与NVIDIA建立多年战略伙伴关系来推进其长期的AI基础设施路线图，NVIDIA技术的大规模部署支持了Meta的数据中心建设，为AI培训和推论及其核心业务进行了优化。 Meta 称的推进将大幅度地提高每瓦的性能，支持规模上更有效的AI操作。
Meta2月的公告还称，该公司采用了NVIDIA保密电子计算机用于WhatsApp的私人通讯，使得AI在确保用户数据保密性和完整性的同时，能够在整个通讯平台上增强AI的功能。 称 Meta还在其基础设施足迹上采用了NVIDIA Spectrum-X Ethernet联网平台，将其描述为提供具有可预见、低常效的AI规模联网，同时最大限度地利用和提高运行和电力效率。 作为Meta所称多代协作的一部分，两家公司的工程团队将优化并加速Meta核心工作量的高级AI模型，以驱动数十亿人使用的新AI能力的表现和效率。
在2月的公告中，黄克华(Huang 称)的合作伙伴关系涉及深入的共设计，跨越CPU,GPU，联网和软件，将NVIDIA的完整平台带到了Meta的研究人员和工程师。 称没有其它组织以Meta的规模部署AI，说明Meta将前沿研究与规模非常庞大的基础设施相配合，支持个性化和推荐系统为数十亿用户服务。 2月Zuckerberg 称表示，Meta兴奋地拓展了NVIDIA伙伴关系，并在Vera Rubin平台上建立了前沿集群，其宣称的目标是提供个人的超级智能。
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Partnerships
Meta Deepens NVIDIA Partnership on Muse AI Models and Infrastructure
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NVIDIA and Meta will expand their collaboration on Meta’s Muse family of AI models and broaden planned deployments of NVIDIA computing and networking infrastructure at Meta, the companies said in an NVIDIA Newsroom release dated October 26, 2026. NVIDIA will also invest $3 billion in Meta’s equity offering.
The companies said they will partner to expand work on Muse and the Muse family of models to improve inference and training performance, citing what the release describes as popular demand for useful AI agents. According to the release, Meta’s Muse models and agents run on NVIDIA infrastructure and have delivered what the companies characterized as frontier-level benchmark performance and surging consumer downloads since launch. Meta and NVIDIA said they intend to deepen the collaboration further through joint optimization work across workflows, with the stated goals of maximizing performance and improving total cost of ownership.
“AI agents represent a new computing paradigm — software that understands our goals, reasons, uses tools and gets work done on our behalf,” Jensen Huang, founder and CEO of NVIDIA, said in the release. He said the shift changes how people use computers, moving from operating applications to working with intelligent agents, and that the companies are expanding the partnership to optimize computing infrastructure end to end for capable, efficient and secure AI agents.
OpenShell and Sentry Under Consideration
The companies will also consider additional collaboration on the NVIDIA OpenShell Reference Architecture, according to the release. That consideration covers NVIDIA OpenShell, which the release describes as supporting safe deployment, and NVIDIA Sentry, described as a tool for monitoring agent behavior. The release’s summary additionally describes Sentry in connection with monitoring and with structured, unstructured and graph data processing.
Expanded NVIDIA Infrastructure at Meta
Meta intends to expand its deployment of NVIDIA infrastructure, including Vera Rubin and Vera CPUs, for next-generation AI agents, with the stated goal of delivering maximum performance per watt. Meta will also deploy NVIDIA Spectrum-X Ethernet networking and BlueField-4 to support network efficiency and throughput, according to the release.
Proposed $3 Billion Equity Investment
NVIDIA will invest $3 billion in Meta’s equity offering, the release states. In the release’s forward-looking statements section, NVIDIA describes the transaction as its proposed investment in Meta, citing expectations regarding its anticipated completion and applicable closing conditions.
“Muse is how we bring personal superintelligence to everyone,” Meta founder and CEO Mark Zuckerberg said in the release. He said Meta is excited to keep working with NVIDIA to deliver personal agents and frontier models for billions of people.
Builds on February Infrastructure Partnership
The release states that the new announcement reinforces the companies’ long-term partnership supporting Meta’s AI infrastructure ambitions. On February 17, 2026, Meta announced a multi-year strategic partnership with NVIDIA to advance its long-term AI infrastructure roadmap, with large-scale deployment of NVIDIA technology supporting Meta’s build-out of data centers optimized for AI training and inference as well as its core business. Meta said the advances would deliver substantial improvements in performance per watt, supporting more efficient AI operations at scale.
Meta’s February announcement also stated that the company had adopted NVIDIA Confidential Computing for WhatsApp private messaging, enabling AI-powered capabilities across the messaging platform while ensuring user data confidentiality and integrity. It said Meta had also adopted the NVIDIA Spectrum-X Ethernet networking platform across its infrastructure footprint, describing it as providing AI-scale networking with predictable, low-latency performance while maximizing utilization and improving operational and power efficiency. As part of what Meta called a multi-generational collaboration, engineering teams at both companies would optimize and accelerate advanced AI models across Meta’s core workloads to drive performance and efficiency for new AI capabilities used by billions of people.
In the February announcement, Huang said the partnership involved deep co-design spanning CPUs, GPUs, networking and software, bringing NVIDIA’s full platform to Meta’s researchers and engineers. He said no other organization deploys AI at Meta’s scale, pointing to Meta’s pairing of frontier research with very large-scale infrastructure behind personalization and recommendation systems serving billions of users. Zuckerberg said in February that Meta was excited to expand the NVIDIA partnership and build leading-edge clusters on the Vera Rubin platform, with the stated aim of delivering personal superintelligence.
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