英伟达向 Meta 投资 30 亿美元，Meta 拟募资至多 950 亿美元扩建 AI 基础设施
Meta gets $3 billion from Nvidia and plans to spend more on Nvidia chips
AI 导读
英伟达将向 Meta 计划中的股权发行投资 30 亿美元，两家公司同时宣布扩大围绕 Meta AI 产品 Muse 的合作。
摘要与补充说明
Meta 计划为下一代 AI 智能体使用更多英伟达基础设施，包括 Vera Rubin 系统和 Vera CPU，并拟通过股票发行募资至多 950 亿美元用于 AI 基础设施扩建。据 CNBC 报道，AMD 和博通也表示有意合计认购至多 50 亿美元 Meta 股票。报道提到，英伟达向 OpenAI 等客户投资、客户再用资金建设装满英伟达芯片的数据中心，这种循环融资模式被批评者认为可能掩盖真实需求。
正文
Oct 27, 2026
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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