Nvidia Meta Muse Partnership: $3B Investment [2026]

Naver Corp. is forming a wholly-owned subsidiary to sell AI computing services from data centers financed by Brookfield Asset Management and equipped with Nvidia processors. Naver has also invested in AI startups Instinct and Suno, and is partnering with Nvidia to build AI factories. Brookfield aims to increase its AUM in South Korea to $19.5 billion by 2030. Nvidia will invest $1 billion in Naver for a 4.5% stake.

Nvidia will invest $3 billion in Meta, part of a $95 billion funding round for AI infrastructure. Meta plans to raise $35 billion initially and $60 billion more via an at-the-market program. Nvidia, AMD, and Broadcom may buy up to $5 billion in shares.

NVIDIA (NVDA) plans a $3 billion investment in Meta's equity offering to expand AI collaboration. The partnership focuses on AI model training, computing infrastructure, and agent development. Meta will deploy NVIDIA's Vera Rubin systems and Vera CPUs for AI agents. The investment is subject to the completion of the equity offering.

Meta has increased its stock offering to $25 billion, pricing 250 million depositary shares. The company's shares were trading at $630.56, down 1.88% in after-hours trading. This move comes alongside a $3 billion investment from Nvidia for AI model development.

Apollo's Torsten Slok notes no AI-driven financial gains for S&P 500 companies outside the Magnificent Seven since 2022. IMF warns AI market correction could threaten global stability. Barclays estimates $680B in AI-related credit assets. Meta reports negative free cash flow and plans $95B equity offering for AI expansion.

NAVER and Brookfield agreed to a $9B deal to build AI infrastructure, with NVIDIA providing tech support. NAVER Cloud will operate the AI factory, expanding capacity to 1GW by 2028. Brookfield funds the project, while NAVER guarantees usage fees for up to 8 years.