Nvidia invests $3 billion in Meta as Meta plans more Nvidia spending

Nvidia is putting $3 billion into its customer Meta. Meta plans to run more of its AI agents on Nvidia hardware and to spend more on Nvidia chips.

Why it matters: Vendor financing of a major buyer ties demand and supply together, echoing circular deals seen across the AI buildout. It also signals that agent workloads, not just training, are now driving large GPU commitments.