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Meta 时速
Nvidia决定将30亿美元投资给Meta的Muse agent和Muse家族的模型来改进推论和训练性能，这是对AI agents经济学的战略赌注。 然而，挑战依然存在，有可能崩溃其赌注。
Nvidia和Meta周一透露出Muse模型-"神奇与神奇"全能-和agents将在Nvidia基础设施上运行。 Meta计划扩大Nvidia硬件的部署，包括使用Vera Rubin和Vera CPU作为下一代AI agents. 销售商也在寻找其他合作，包括使用Nvidia的OpenShell参考架构进行代理安全。
该伙伴关系是在Meta的消费者Muse agent在消费者中大受欢迎后成立的，自9月8日和250万日常活跃用户推出以来下载量达1 090万。 这种伙伴关系使得Nvidia能够赌取个人AI agents的成功，同时继续成为AI市场一大批供应商的主要财务支持和GPU供应商。 除Meta外，Nvidia还投资了包括OpenAI,Anthropic和SpaceXSI在内的其他AI供应商。
Nvidia对Muse的支持将大大地促进对Muse agent，称 Sid Nag的推论，Tekonyx的分析师和创始人。
“这里的真实故事是日常代理活动的基础”,Nag 称。 “Agents将产生多项推断请求。 如果Muse成为消费者的窗口。.. 这会造成对大规模基础设施的重大需求。 因此，Nvidia获得了优化这些工作量的机会".
然而，捆绑超越了硬件。 如果Meta和Nvidia深化了他们的软件伙伴关系——同意使用OpenShell帮助使Muse安全地留在正确的环境中，并限制其获得真实的证书，那格又补充说，这可以导致更大的整合。
“对此的需求可能很大，Nvidia正在定位成为该基础设施的供应商，但也与OpenShell和一大批Nvidia软件一起创建了与Meta的软件集成”。 其他的Nvidia软件包括了Nvidia Sentry，它监控了agent的行为。
虽然Muse现在主要针对消费者和小企业，但其持续受欢迎程度可能会扩大到企业，因为一个明显的规律是，许多雇员“将消费者行为带入工作场所”,Nag继续。 如果发生这种情况，Nvidia会有所收获。
“由于Muse在消费空间的采用，他们拥有大量的工程资源来帮助驱动未来的计算需求，然后它就流入企业空间。”
特别是对于代理AI系统，个人AI agents如Muse能否赚钱，尽管广受欢迎，Meta尚未使agent成为一款盈利引擎。
Meta对此投资有何义务
“Meta是否必须显示一定的生长量作为条件？” 纳克称。 “光靠计算无法解决瓶颈。”
本文由 AI宝库自动抓取并翻译，版权归原作者所有；如需查看原文请点下方链接。
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The deal will provide inference for the Muse personal agent.
2 Min Read
Meta
Nvidia’s decision to invest $3 billion in Meta's Muse agent and Muse family of models to improve inference and training performance is a strategic bet on the economics of AI agents. However, challenges exist that could collapse its wager.
Nvidia and Meta revealed on Monday that the Muse models – Wonder and Wonder Full - and agents will run on Nvidia infrastructure. Meta plans to expand its deployment of Nvidia hardware, including using Vera Rubin and Vera CPUs for its next-generation of AI agents. The vendors are also looking at other collaborations, including using Nvidia’s OpenShell Reference Architecture for agentic security.
The partnership comes after Meta's consumer Muse agent has seen massive popularity among consumers, with 10.9 million downloads since its introduction on Sept. 8 and 2.5 million daily active users. The partnership enables Nvidia to bet on the success of personal AI agents while continuing to be a major financial supporter of and GPU provider for a host of vendors in the AI market. In addition to Meta, Nvidia has invested in other AI vendors, including OpenAI, Anthropic and SpaceXSI.
Nvidia’s support for Muse will significantly boost inference for the Muse agent, said Sid Nag, analyst and founder at Tekonyx.
“The real story here is the foundation for everyday agentic activity,” Nag said. “Agents are going to generate multiple inference requests. If Muse becomes the window to consumers … that could create a significant need for massive infrastructure. As a consequence of that, Nvidia gains the opportunity to optimize these workloads."
However, the tie-up goes beyond hardware. If Meta and Nvidia deepen their software partnership - agreeing to use OpenShell to help keep Muse safely in the right environment and limit its access to real credentials - it could lead to greater integration, Nag added.
“The demand for this could be significant, and Nvidia is positioning itself to be the supplier of that infrastructure, but also creating the software integration with Meta, alongside OpenShell and a host of Nvidia software,” he said. Other Nvidia software includes Nvidia Sentry, which monitors agent behavior.
While Muse is now largely for consumers and small businesses, its continued popularity could extend into the enterprise, since there is a clear pattern that many employees “carry their consumer behavior into the workplace,” Nag continued. If that happens, Nvidia stands to gain.
“They have a significant amount of engineering resources to help drive the future compute demand as a consequence of Muse’s adoption in the consumer space, and then it bleeds into the enterprise space,” Nag said.
But it is still uncertain, especially amid mounting security concerns about agentic AI systems, whether personal AI agents such as Muse can make money. Despite its wide popularity, Meta has yet to make the agent a profit engine.
It’s also unclear what Meta’s obligations are regarding this investment.
“Is Meta required to demonstrate a certain amount of growth as a condition?” Nag said. “Compute alone cannot resolve bottlenecks.”
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