Meta 获得英伟达 30 亿美元投资，计划加大在英伟达芯片上的投入
Meta gets $3 billion from Nvidia and plans to spend more on Nvidia chips
Meta 计划通过股票发行筹集高达 950 亿美元，用于其 AI 基础设施建设，并计划在英伟达硬件上运行更多 AI 代理，包括 Vera Rubin 系统和 Vera CPU。英伟达投资 30 亿美元于 Meta 的股票发行计划，并扩大与 Meta 的 AI 产品 Muse 的合作。AMD 和 Broadcom 也表示了对购买高达 50 亿美元 Meta 股份的非约束性兴趣。
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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来源：The Decoder · the-decoder.com