NVIDIA and Supermicro Semiconductor ( Advanced Micro Devices ) stated that after these social media and artificial intelligence giants announced plans to raise $95 billion to support their AI infrastructure investments, the two companies will jointly invest $4 billion in Meta.
Meta stated on Monday that they will first raise $35 billion through an underwritten public equity offering, followed by another $60 billion through a market-price offering plan.
NVIDIA stated on Tuesday that it will invest $3 billion in the equity issuance of Meta; AMD announced that it will invest $1 billion.
Announcement on Monday, Meta, stated that NVIDIA, AMD, and Broadcom intend to purchase shares worth up to $5 billion.
NVIDIA and AMD deepen their relationship with Meta
NVIDIA announced this investment on Tuesday and added that Meta will expand the deployment of Vera Rubin and Vera CPU, and the two parties will also deepen their cooperation in Muse. Muse is the AI intelligence entity launched by this social media giant last month.
NVIDIA CEO Jensen Huang stated in a declaration: “The AI intelligent agent represents a new paradigm of computing – software that is capable of understanding our goals, reasoning, using tools, and performing tasks on our behalf.”
"This has changed the way we use computers, shifting from operating applications to working in collaboration with agents."
Meta CEO Mark Zuckerberg stated: "We are delighted to continue our collaboration with NVIDIA to provide the best personal assistants and cutting-edge models to billions of people."
AMD indicates that its Helios rack is already running in Meta, and the EPYC processor is providing computing power support for Muse of Meta.
AMD CEO Su Zifeng stated in a declaration: "We are jointly building and deploying infrastructure on a gigawatt scale, and shaping the next generation of chips, software, and systems to support Meta's most ambitious super intelligent models and services."
On Tuesday, AMD rose by 3%, NVIDIA remained flat, and Meta fell by 1%.
NVIDIA and AMD are rapidly increasing their holdings and investments in companies that are part of the AI craze.
According to Dealroom data, NVIDIA has invested in OpenAI, Anthropic, Intel, and xAI. So far this year, it has participated in 121 rounds of investments, which is more than the 13 rounds in 2022.
AMD stated in July that it will make an equity investment of up to $5 billion in Anthropic. Dealroom data shows that AMD has participated in 25 rounds of financing by 2026, which is more than the 2 rounds in 2022.
