Meta从Nvidia得到30亿美元，并计划多花在Nvidia芯片上。
Nvidia正在购买给客户Meta，后者计划在Nvidia硬件上运行更多的AI agents. Nvidia投资30亿投资Meta计划股价出炉 "华尔街日报"报道。 在同一份公告中，两家公司称将围绕Meta的AI产品Muse来扩大合作关系。 Meta计划为其下一代AI agents使用更多的Nvidia基础设施，包括Vera Rubin系统和Vera CPU.
Meta想通过股票出价筹集高达950亿美元来支付其AI基础设施建设。 据CNBC称，AMD和Broadcom也表示无约束力的利息购买高达50亿美元的Meta股份加起来。
这笔交易符合一个模式投资者已经争论了几个月。 Nvidia像OpenAI一样给予客户金钱，然后用它来建立用Nvidia芯片包装的数据中心。 批评者称这通通知融资，并警告它可能隐藏存在多少真实需求。
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Meta gets $3 billion from Nvidia and plans to spend more on Nvidia chips
Nvidia is buying into its customer Meta, which plans to run more of its AI agents on Nvidia hardware. Nvidia is investing $3 billion in Meta's planned equity offering, the Wall Street Journal reports. In the same announcement, the two companies said they would expand their partnership around Meta's AI product Muse. Meta plans to use more Nvidia infrastructure for its next generation of AI agents, including Vera Rubin systems and Vera CPUs.
Meta wants to raise up to $95 billion through stock offerings to pay for its AI infrastructure buildout. According to CNBC, AMD and Broadcom also signaled nonbinding interest in buying up to $5 billion in Meta shares combined.
The deal fits a pattern investors have been arguing about for months. Nvidia gives money to customers like OpenAI, which then use it to build data centers packed with Nvidia chips. Critics call this circular financing and warn that it could hide how much real demand exists.
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