跟进：英伟达投资30亿美元认购Meta股权发行 两家公司10月27日宣布深化Muse智能体合作

据路透社10月27日报道，英伟达（Nvidia）与 Meta 当天宣布扩大在 Meta 人工智能助手 Muse 及 Muse 系列模型上的合作，英伟达将向 Meta 正在进行的股权发行投资30亿美元。两家公司表示，Meta 计划扩大部署英伟达基础设施，包括 Vera Rubin 与 Vera 中央处理器，用于下一代人工智能智能体；双方还将考虑在英伟达 OpenShell 框架等领域合作，包括安全部署软件以及用 Sentry 工具监测智能体行为。

据道琼斯通讯社报道，Meta 打算增加英伟达基础设施的部署规模，覆盖 Vera Rubin 与 Vera 处理器，以支撑下一代智能体。英伟达在新闻稿中表示，人工智能创始人兼首席执行官黄仁勋说：「人工智能智能体代表一种新的计算范式——软件能理解我们的目标、进行推理、使用工具，并替我们把工作做完。」他说，两家公司正在把合作扩展到端到端的计算基础设施优化，让智能体更强、更高效、更安全。

Muse 模型与智能体运行在英伟达基础设施之上。据路透社报道，Muse 在 Meta 内部代号为「Hatch」，是首席执行官 Mark Zuckerberg 向其数十亿日常用户提供「个人超级智能」计划的核心；它以开源智能体 OpenClaw 为蓝本，可以接入用户的电子邮件、日历、支付、健康、购物与智能家居应用，用户可随时撤销授权。两家公司称，深化合作的目标是提升 Muse 的推理与训练表现、降低运行成本。

资金面上，Meta 本周一宣布拟通过多轮股票发行筹集最多约950亿美元、为人工智能基础设施扩张提供资金，随后又把发行总规模上调至约975亿美元，为公司史上最大一笔融资；其中普通股发行约250亿美元、定价每股625美元，存托股份（代表强制可转换优先股）约125亿美元、定价每份50美元。本站10月26日已报道该发行的启动与定价。Meta 此前表示，英伟达、AMD 与博通已同意合计认购最多50亿美元普通股；英伟达此次确认的30亿美元即为其中一部分。

Follow-Up: Nvidia Invests $3 Billion in Meta's Equity Offering as the Two Deepen Muse AI Agent Partnership

Nvidia and Meta on Tuesday said they will expand their partnership on Meta's Muse AI assistant and the Muse family of models, with Nvidia investing $3 billion in Meta's equity offering, Reuters reported on October 27. Meta intends to increase deployment of Nvidia infrastructure, including Vera Rubin and Vera central processing units, for next-generation AI agents, and the companies may also explore working together on Nvidia's OpenShell framework, including safe software deployment and the Sentry tool for monitoring agent behavior.

"AI agents represent a new computing paradigm — software that understands our goals, reasons, uses tools and gets work done on our behalf," Nvidia founder and CEO Jensen Huang said in the companies' release, adding that the partnership is being expanded to optimize computing infrastructure end to end for capable, efficient and secure AI agents. Meta's Muse models and agents run on Nvidia infrastructure, and the deeper collaboration aims to improve inference and training performance while reducing costs.

Muse, known internally as Hatch, is central to CEO Mark Zuckerberg's plan to deliver "personal superintelligence" to the billions of people who use Meta's services daily, Reuters reported. Modeled on the open-source agent OpenClaw, Muse can access a user's email, calendar, payments, health, shopping and smart-home applications, with access revocable at any time.

On the financing side, Meta this week raised the size of its equity offering to about $97.5 billion, the largest fundraising in its history, to bankroll its AI infrastructure expansion, including about $25 billion of common stock priced at $625 a share and about $12.5 billion of depositary shares priced at $50 apiece. GSM reported the launch and pricing of the offering on October 26. Meta had said Nvidia, AMD and Broadcom agreed to buy up to $5 billion of the common shares in aggregate; Nvidia's confirmed $3 billion forms part of that amount.

来源：GSM·美国（原文链接）

图片来源：图：英伟达位于加州 Santa Clara 的总部 Endeavor 大楼入口（资料图）。图片：Coolcaesar 摄，CC BY-SA 4.0（Wikimedia Commons）。Photo: Entrance of Nvidia's Endeavor headquarters building in Santa Clara, California (file photo). Credit: Coolcaesar, CC BY-SA 4.0, via Wikimedia Commons.

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