Nvidia and AMD invest in Meta as AI infrastructure competition heats up

invezz.com (Portuguese) — October 27, 2026 at 06:01 PM UTC

Nvidia shares rose Tuesday after the chipmaker announced a $3 billion investment in Meta Platforms' stock offering, deepening their partnership amid intensifying competition in AI infrastructure. Nvidia gained about 1%, while AMD jumped over 5% following its separate $1 billion investment in Meta's offering. Meta's stock fell about 1.1%, while Broadcom rose over 3% during trading. The investments come as Meta expands its AI infrastructure and develops custom chips, raising questions about how Nvidia, AMD, and Broadcom will compete for its business. Nvidia said Meta will increase its use of Nvidia hardware for AI agents, while AMD's Helios server racks will support Meta's AI models. Nvidia's investment highlights its growing role in financing AI infrastructure expansion, including a recent agreement to guarantee up to $105 billion in lease and energy obligations for an OpenAI data center project. Critics have compared such arrangements to dot-com era vendor financing, though CEO Jensen Huang has denied they constitute circular funding.

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