Part of The AI Chip Bubble · 12 stories · since Oct 14 · newest 4d ago
Meta launches $95 billion stock plan to fund its AI buildoutMarket commentator flags timing against recent capex guidance
5 Oct 26 8:11 AM · 13d ago · 71 articles · 19 posts · 32 comments · 6 sources · development 5 of 5
Financial commentary account The Kobeissi Letter highlighted that the $95 billion financing plan comes just days after Meta said it would spend up to $145 billion in capex this year, framing the raise against that backdrop.
“The financing plan comes just days after Meta said it would spend up to $145 billion in CapEx this year.”
@KobeissiLetterMeta Platforms Company raising capitalNvidia Cornerstone investorAMD Cornerstone investorBroadcom Cornerstone investor
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What was reported 3 claims about this development
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first by Allwork.Space, 12d ago · also Coinpaper, Yahoo Finance, Neowin, Axios, CoinGape, Seeking Alpha +6
11 more headlines
- Nvidia Is Investing $3 Billion in Meta, One of Its Biggest AI Chip Customers, as Muse Partnership Expands Coinpaper · 12d ago
- Nvidia to invest $3 billion in Meta, expand partnership on Muse Yahoo Finance · 12d ago
- Nvidia buys $3B Meta stake as pair expand Muse AI agent partnership Neowin · 12d ago
- Nvidia investing $3 billion in Meta in Muse partnership Axios · 12d ago
- NVIDIA to Invest $3 Billion in Meta and Expand Partnership on Muse AI Agent CoinGape · 12d ago
- Meta Deepens NVIDIA Partnership on Muse AI Models and Infrastructure Unite.AI · 12d ago
- Nvidia to invest $3B in Meta stock, expand AI collaboration on Muse models Seeking Alpha · 12d ago
- NVIDIA and Meta to Expand Collaboration on Muse and Muse Family of Models Amid Robust Growth Nvidia Newsroom · 12d ago
- Nvidia to invest $3 billion in Meta as tech giants deepen AI partnership CNBC · 12d ago
- Nvidia, Meta deepen AI ties with $3 billion investment deal Indian Express · 12d ago
- Nvidia commits $3 billion to Meta share sale, deepen tech partnership on Muse AI assistant Times of India · 12d ago
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first by iPhone in Canada, 12d ago · also Wccftech, Windows Report, HotHardware, TechSpot, Reuters, Investing.com News +1
5 more headlines
- Meta Doubles Down On NVIDIA Vera Rubin And Vera CPU Racks For Its Muse AI Models, While NVIDIA Puts $3 Billion Into Meta's Equity Offering Wccftech · 12d ago
- Nvidia Invests $3 Billion in Meta to Supercharge Muse AI Agents Windows Report · 12d ago
- NVIDIA Bets $3 Billion On Meta As Muse AI Moves To Vera Rubin HotHardware · 12d ago
- Meta gets $3 billion from Nvidia as they team up to make Muse AI faster and cheaper to run TechSpot · 12d ago
- Nvidia, Meta partner on Muse agent as Nvidia invests $3 billion Reuters · 12d ago
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first by Yahoo Finance, 13d ago · also WSJ, WSJ Markets, PC Gamer, TheEnergyMag, The Information
5 more headlines
- Nvidia to Invest $3 Billion in Meta’s Equity Offering as They Expand AI Partnership WSJ Tech · 12d ago
- Nvidia and AMD invest billions into Meta as companies egg each other on to bet even more on AI PC Gamer · 12d ago
- Nvidia to Invest $3 Billion in Meta as Companies Expand AI Partnership TheEnergyMag · 12d ago
- Nvidia Invests $3 Billion in Meta in Deeper AI Partnership The Information · 12d ago
- Nvidia and Meta expand their Muse partnership, including Meta deploying more Vera Rubin and Vera CPUs; Nvidia will invest $3B in Meta's planned equity fundraise Wall Street Journal · 12d ago
What people said 24 voices · best of 36 · verbatim
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BREAKING: Meta, $META, will raise up to $95 billion through a series of stock offerings in order to fund the development of AI. The financing plan comes just days after Meta said it would spend up to $145 billion in CapEx this year.
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Nope, that is not how banks work. They hold your money and pay you interest that's less than what they make by lending it out, usually backed by hard assets. They make money at every step of the process. Investing in a start-up company offers no guarantee of a return, and it's common to lose all invested funds when the start-up fails. That's why…
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Watch Meta Looks to Raise $95 Billion From Stock Sale to Fund AI Investments - Bloomberg https://www. bloomberg.com/news/videos/2026 -10-26/meta-looks-to-raise-95-billion-from-stock-sale-video?utm_source=flipboard&utm_medium=activitypub Posted into Bloomberg Television @ bloomberg-television-bloomberg
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> Meta buys NVIDIA GPUs to deploy Muse agents and improve inference > Meta needs to raise $90b of equity to fund GPU purchase > NVIDIA invests $3b of capital into Meta's equity raise > Meta buys more NVIDIA GPUs to deploy Muse Agents and improve inference
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They're issuing shares because they need cash to stay in the race. That doesn't in any way suggest that it's going to be productively deployed, and if you think it's going to be harder to raise capital in the future you raise it now. The fact that they NEED capital, rather than relying on their massive (pre-AI) free cash flow should tell you that…
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https://www. europesays.com/unitedstates/69 050/ Meta Plans To Raise $95 Billion Stock Sale for AI Expansion # ai # AIHardware # AMD # broadcom # Meta # Muse # Nvidia # Startups # supercomputing # VentureCapital # VentureCapital &Startups
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Right? How do you confidently asset Meta knows what the fuck they're doing after they flushed billions on the Metaverse? Who's doing that? Pab_guy's just pointing out why a company would issue that much stock, not that they're confident Meta knows this will pay off. Conversely how do you confidently assess Meta doesn't know what they're doing?…
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https://finance.yahoo.com/technology/articles/mark-zuckerberg-tells-investors-why-113000485.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAACrtUmqsPLyK4zGyU2fBw1CRZL1kxu1Tf_wnYCWoikgcbvehliX3HTo-kb_nS9Qj5ldkcr43X4YbIG2yNnV53AvxDQ-Sw9p_W-5phxy1TkeS7UBS37fgiKHLZPxr3CHv7kU5lxC2v_cY3tYDPq0_EPzf1bui5Ak34fPWbJrWQqT_
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True. The underlying business of meta is indeed just as impressive maybe even more so. But the governance structure honestly sucks given how Zuckerberg is basically allowed to act without any sort of serious controls. Just think about how much money he set on fire with his metaverse idiocy. And I say that as a current shareholder in the company.
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Yeah, and I think most of those are good buys as well. It's just you are paying for a monopoly on social media instead of a monopoly on search or online shopping Imo meta, Google, amzn are 3 pretty safe plays that make a bunch of money, have non stop growth going back a decade, and trade at fair valuations
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Well how else can influencers make videos about circular financing for the "masses" without these types of headlines? Just don't think about or worry about how that other $90b somehow magically appears. It's that $5b from "partners/friends/tech-bros" that keeps the entire flywheel spinning along.
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the part people skip is the $60b atm on top of the $35b. an underwritten deal is a one time thing, but an atm lets them keep selling shares into the market for months, which can cap rallies. i'd watch the share count in the next couple 10-qs to see how fast they actually use it.
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All those companies are racing eachother for stock offerings and IPO’s because they know being late will mean catching a falling knife Imagine your entire user base saying they're going to get a pack of cigarettes and then never log in again.
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"has held talks", "begun to develop plans".. in that article. That is not "now" or does not mean it will happen. Working for these hyperscalers, I've realized most of these projects don't see the light at the end of the tunnel.
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Funding AI expansion with a $95 billion equity raise shows how large these capex plans have become. I'd be curious whether investors end up judging it more on the return timeline of that spending than on the dilution itself.
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True but its also not the only very impressive growth play in the Market just now. Hell you can buy NVDA at a sub 20 PE growing at an even faster rate per year. Or Amazon or Google if you want players in the compute space.
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You borrow it knowing “there will be returns on this capital investment that are worth diluting the stock for”. Well Yeah , You are trying to get the loan. You tell them the former thing they ain't gonna give it to you...
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It doesn't matter if it's a good product, it's still not used enough for their current data centres. It isn't even a top 5 used AI. Meta spends so much money on things because it's embarrassed to be an ad company.
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I own over 500 shares of NVDA. I'm beginning to think they are becoming the Berkshire Hathaway of tech stocks. Last quarter, they reported a $7B increase from stock holdings in other companies.
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so like a “stars burn brightest right before they die” type thing? except they would only care about watching the shiny lights in the moment and not the fact that the star will fucking explode.
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Automated alerting on my investments, side project scanning Google street view and the researching county records, flight monitoring, shopping. For me, it’s been pretty good
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What are people actually using Muse for? I see ChatGPT (early adopters, first movers), Claude (coders), and Copilot (Corporate), Gemini (People googling stuff), but Muse?
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Don’t buy their stock if you don’t like their biz practices- just cause you live rent free with mom doesn’t make you a finance whiz - What a bunch of morans
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They know it's a race to capture whatever money there is left ¿¡What the hell do you mean?! ¡That race has always been on since the invention of Capitalism!
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