Understand this story
On October 26, 2026, Meta Platforms announced plans to raise up to $95 billion through an equity offering, to be used for AI infrastructure, computing power, and personal superintelligence. The first round of transactions totaled $35 billion, of which about two-thirds came from common stock, and $12.5 billion in Series A depositary shares were issued; subsequently, it plans to raise up to an additional $60 billion through an at-the-market offering. NVIDIA, AMD, and Broadcom expressed interest in subscribing to a combined total of up to $5 billion in the Class A offering, but this is non-binding. On October 27, AMD announced a deep strategic partnership with Meta and invested $1 billion in Meta's equity offering. On October 28, Meta's $25 billion common stock offering was about five times oversubscribed.
AI-generated from public reports
Latest development · Report
Meta Deploys Millions of AMD EPYC Processors, AMD Invests $1 Billion in MetaDevelopments
3 confirmed developments
Meta's $25 billion common stock offering received about five times oversubscription
Source:East Money- Source:English text is being prepared.
Meta plans to raise up to $95 billion through an equity offering
Source:Analytics India Magazine
Reports and discussion timeline
Browse reports and discussion by time. Their evidence levels remain distinct.
Oct 28
Semiconductor Industry Observer
Meta Deploys Millions of AMD EPYC Processors, AMD Invests $1 Billion in Meta
AMD announced a deepened strategic partnership with Meta. Meta has deployed millions of AMD EPYC server processors and has become an important customer of the sixth-generation EPYC (codenamed Venice, Zen 6 architecture). The cooperation between the two parties covers the Instinct GPU, the Helios rack-level system, and software ecosystems such as ROCm. The first batch of Helios systems has already been installed and tested at Meta, and in the future the cooperation will extend to the Instinct MI500 series. AMD also announced a $1 billion investment in Meta's equity offering.
36Kr · AISelected
NVIDIA Invests $3 Billion in Meta and Expands Muse Agent Collaboration
NVIDIA announced a $3 billion investment in Meta's equity offering, and the two companies will expand their collaboration on the personal agent product Muse and the Muse series of models to improve model inference and training performance. The investment is part of Meta's $95 billion fundraising plan, and AMD and Broadcom have also expressed interest in investing. Meta expects full-year capital expenditure of $135 billion to $145 billion and will consider adopting NVIDIA's OpenShell secure agent reference architecture and expanding deployments of infrastructure including Vera Rubin, Vera CPU, and Spectrum-X networking.
TMTPost · AGI
Edge AI Daily Morning Brief: Anthropic Files for IPO, OpenAI Releases GPT-6.1…
On October 26, 2026, Anthropic submitted an S-1 to the SEC, planning to list on Nasdaq under the ticker "ANT," with an IPO valuation potentially exceeding $2 trillion. OpenAI released GPT-6.1 Terra the same day, priced at $1 per million input tokens and $5 per million output tokens on the standard API, completing tasks more than three times faster than the flagship GPT-6 Astra. Google DeepMind launched a research preview of its world model Genie 4, achieving synchronized audio and video generation for the first time and doubling its consistency duration to two minutes.
East Money
AI hardware stocks surge across the board: Philadelphia Semiconductor Index up 3.60%, Meta's $25 billion stock offering oversubscribed
US AI hardware stocks surged across the board, with the Philadelphia Semiconductor Index up 3.60%, AMD up over 5%, Broadcom up 4%, and AI compute leasing provider Nebius up over 11%. Meta's $25 billion common stock offering was about five times oversubscribed, showing investors' undiminished enthusiasm for AI investment; easing US-Iran tensions pushed international oil prices down and cooled inflation expectations.
East MoneyRelated discussion
East Money joined this discussion
This post contributes to heat; it is not a formal report or confirmed fact.
Electronic Technology Application
AMD Plans to Invest $1 Billion in Meta and Deepen Strategic Cooperation
AMD announced a deep strategic partnership with Meta and will invest $1 billion in Meta's equity offering. AMD Helios rack-scale solutions have completed their first installations at Meta and entered testing, AMD EPYC processors provide compute power for Meta's Muse AI agents, and AMD also provides Day-0 support for Muse Spark Open and Muse Glimmer.
SiliconANGLE
Nvidia and AMD to Subscribe to $4 Billion of Meta Shares, Expand Chip Cooperation
Meta announced that Nvidia and AMD plan to subscribe to a combined $4 billion of shares in its stock offering of up to $95 billion, with Broadcom also participating, for a combined investment of $5 billion from the three chipmakers. Nvidia is contributing $3 billion, and Meta will expand its use of Nvidia's Rubin GPUs, Vera CPUs, Spectrum-X Ethernet products, and BlueField-4, and will leverage Nvidia to optimize the performance and cost of the Muse large model and consumer-grade AI agents. AMD is contributing $1 billion; Meta has already deployed the first batch of Helios racks based on Instinct MI450 in its data centers and is testing them, and will subsequently adopt custom AI accelerators based on the AMD Instinct architecture.
Sina Tech
Anthropic Files Prospectus as North American Tech Giants Ramp Up AI Capital Expenditure
On October 26, Anthropic publicly submitted its S-1 prospectus to the U.S. Securities and Exchange Commission. Based on the previously estimated $100 billion financing, a successful listing would make it the largest IPO in history. The prospectus shows that in the first half of 2026, Anthropic's revenue was $16.29 billion, computing power and infrastructure spending was close to $9 billion, and signed computing power contracts totaled at least $657 billion, with terms extending as far as 2045. During the same period, Meta launched approximately $35 billion in equity financing, SpaceX announced approximately $40 billion in GPU equipment financing lease arrangements, and Microsoft, Google, and Amazon also raised their capital expenditure plans.
Oct 27
Rohan PaulRelated discussion
Rohan Paul joined this discussion
This post contributes to heat; it is not a formal report or confirmed fact.
East Money
AI Financing Diverges: Stock Investors Warm Up, Bond Investors Turn Cautious
Cailianshe reports that the funding demand brought by AI infrastructure construction is changing the financing market landscape: Meta plans to raise up to $95 billion through a stock sale, with Nvidia, AMD, and Broadcom potentially subscribing up to $5 billion of it; Anthropic has officially submitted an IPO application and may in the future raise up to $100 billion through the stock market; SpaceX has reached an approximately $40 billion financing lease commitment with an entity managed by Apollo to acquire AI chips and related equipment. Bond investors, by contrast, are more focused on where the financing ends. Goldman Sachs chief credit strategist Amanda Lynam pointed out that the AI-related debt market has already seen an adjustment, with investors demanding higher returns from companies with higher credit risk.
TechSpot
Nvidia invests $3 billion in Meta equity, collaborating to optimize Muse model training and inference
Nvidia confirmed a $3 billion investment in Meta's equity offering, and the two sides will deepen cooperation on the Muse AI model. The collaboration focuses on improving the training and inference performance of the Muse series models and reducing operating costs; Meta also plans to expand deployment of Vera Rubin systems, Vera CPU, Spectrum-X Ethernet, and BlueField-4. Meta previously announced raising about $95 billion, and Reuters said on Tuesday the total had been raised to $97.5 billion, with capital expenditure this year expected to be $135 billion to $145 billion.
Phoenix Technology
Nvidia Plans to Invest $3 Billion in Meta to Expand AI Computing Collaboration
Nvidia announced plans to invest $3 billion in Meta, with the two sides set to deepen cooperation in the field of artificial intelligence. Meta plans to expand deployment of Nvidia's Vera Rubin computing platform and Vera CPU, and strengthen collaboration between the two sides on the AI agent Muse. This collaboration comes as Meta is ramping up investment in AI infrastructure; on October 26, Meta announced plans to raise $35 billion through an underwritten public stock offering and a further $60 billion through an at-the-market offering program, totaling $95 billion, with Nvidia, AMD, and Broadcom all expressing interest in subscribing.
The Decoder
Nvidia to Invest $3 Billion in Meta; Meta Plans to Raise Up to $95 Billion for AI Infrastructure
Nvidia will invest $3 billion in Meta's planned equity offering, and the two companies simultaneously announced an expansion of their collaboration around Meta's AI product Muse; Meta plans to use more Nvidia infrastructure in its next-generation AI agents, including the Vera Rubin system and Vera CPU. Meta plans to raise up to $95 billion through a stock offering for AI infrastructure, and AMD and Broadcom have also expressed interest in purchasing up to a combined $5 billion of Meta stock. The original article notes that critics call the model in which Nvidia invests in customers who then purchase Nvidia chips circular financing, arguing that it may obscure real demand.
Testing Catalog
GPT-6.1 Terra Released; Anthropic Files for IPO
OpenAI released GPT-6.1 Terra, rolling it out to Plus, Pro, Enterprise, and Edu users of ChatGPT Work and Codex, with API pricing 50% lower than GPT-5.6 Terra. Anthropic filed an S-1 for a Nasdaq IPO, disclosing revenue of $16.3 billion for the first half of 2026, with a net loss of $80.7 billion mainly from a $72.4 billion non-cash increase in the value of convertible notes. Google launched the Gemini API CLI, allowing agents such as Claude Code, Codex, and Cursor to call Gemini to process images, video, audio, music, and PDFs.
CNBC Technology
Nvidia Plans to Invest $3 Billion in Meta, Meta Simultaneously Launches $95 Billion Financing
Nvidia said it will invest $3 billion in Meta. Meta announced on Monday that it will first raise $35 billion through an underwritten public offering, then add another $60 billion through an at-the-market program, for a total of $95 billion to be used for AI infrastructure investment. The announcement said Nvidia, AMD and Broadcom intend to subscribe for up to $5 billion in shares.
English text is being prepared.
Meta Plans to Raise Up to $95 Billion Through Two Stock Offerings to Expand AI Business
Meta has launched a stock offering plan of approximately $35 billion and plans to initiate another stock offering of up to $60 billion as early as the first quarter of 2027. If both are fully completed, they could raise a total of $95 billion, all of which will be invested in expanding its AI business. The funds will be used to increase investment in data centers, computing infrastructure, and AI product research and development to compete with OpenAI and Anthropic. Nvidia, AMD, and Broadcom have expressed interest and may subscribe to up to a total of $5 billion in Meta stock, but none have made a formal subscription commitment.
English text is being prepared.Related discussion
English text is being prepared. joined this discussion
This post contributes to heat; it is not a formal report or confirmed fact.
Yicai
Meta announces approximately $95 billion financing plan for AI infrastructure and personal superintelligence
Meta announced a financing plan totaling approximately $95 billion to fund AI infrastructure and personal superintelligence expansion, of which about $35 billion is a concurrent underwritten public offering, and it has also launched an at-the-market offering program of about $60 billion, with the latter expected no earlier than the first quarter of 2027. Based on Meta's previously projected 2026 capital expenditures of $135 billion to $145 billion, this financing scale exceeds two-thirds of its capital expenditure forecast, and Nvidia, AMD and Broadcom have indicated their intent to purchase up to $5 billion of Class A common stock as cornerstone investors. Meta's third-quarter capital expenditures including principal payments on finance leases reached $34.91 billion, exceeding $32.79 billion in cash flow from operating activities, with free cash flow of negative $2.12 billion.
YicaiRelated discussion
Yicai joined this discussion
This post contributes to heat; it is not a formal report or confirmed fact.
Wallstreetcn
Goldman Sachs Secures Three AI Financings Worth $210 Billion: Meta, SpaceX and Anthropic IPO
Goldman Sachs participated in three AI financings totaling at least $210 billion on the same day: co-leading Meta's $95 billion stock offering, serving as the sole structuring agent for SpaceX's $40 billion chip financing, and acting as left-lead bookrunner for Anthropic's IPO. The three deals are expected to bring Goldman Sachs at least tens of millions of dollars, or even hundreds of millions of dollars, in revenue. In the first nine months of this year, underwriting revenue at the five major Wall Street banks totaled more than $19 billion, with equity capital markets revenue up 48% year over year.
East Money
Meta plans to raise $95 billion through equity financing to invest in AI infrastructure; Nvidia, AMD, and Broadcom intend to subscribe up to $5 billion
Meta disclosed in a regulatory filing that it has launched a public equity offering of approximately $35 billion and plans to raise up to an additional $60 billion through an at-the-market offering of non-voting Class C shares, to fund investments in AI infrastructure and personal superintelligence. Nvidia, AMD, and Broadcom have expressed intent to collectively subscribe up to $5 billion of Class A stock in this offering, but the intent is non-binding. Meta expects 2026 capital expenditures to be between $135 billion and $145 billion, and the $60 billion at-the-market offering is expected to launch no earlier than the first quarter of 2027.
SiliconANGLESelected
Meta plans to offer up to $95 billion in stock to finance AI data center construction
Meta announced it will offer up to $95 billion in stock to finance data center projects, with the first round of transactions totaling $35 billion, about two-thirds of which comes from common stock, while NVIDIA, AMD and Broadcom have expressed interest in subscribing to up to $5 billion. The company will also issue $12.5 billion in Series A depositary shares, each representing one-twentieth of a Series A mandatory convertible preferred share, and these securities will convert into Meta common stock on August 15, 2029. Meta subsequently plans to raise up to an additional $60 billion through an at-the-market offering, with issuance beginning early next year. The funds will be used for four AI superclusters, among which the Hyperion campus in Louisiana is expected to provide 5 gigawatts of computing power, and Meta will also build 10 new power plants to meet its energy needs.
Rohan PaulSelected
Meta Files with SEC to Raise $9.5 Billion in Stock for AI Data Centers
Meta has filed with the SEC, planning to raise $9.5 billion through a stock offering for AI data centers and the superintelligence direction. The first tranche of $3.5 billion comes from an underwritten offering of $2.25 billion in common stock and $1.25 billion in mandatory convertible preferred stock, followed by a further $6 billion at-the-market program. Nvidia, AMD and Broadcom have expressed interest in subscribing for up to $500 million in shares; Meta's 2026 capital expenditure forecast has risen to $135 billion to $145 billion, and free cash flow has turned negative. The funds will support 4 superclusters each exceeding 1 gigawatt, the Muse agent, and a data center business.
Oct 26
TechSpot
Meta plans to support AI spending through an approximately $95 billion stock offering
Meta plans to raise approximately $95 billion for AI infrastructure and superintelligence goals, including an approximately $35 billion offering launched on Monday, comprising $22.5 billion of Class A common stock and $12.5 billion of mandatory convertible preferred stock. Reuters reported that a $60 billion share sale plan will also proceed once new non-voting Class C shares begin trading in early 2027, and the company said no agreement has been signed yet. Meta expects annual capital expenditure of $135 billion to $145 billion, is building four superclusters each exceeding 1 gigawatt, and expects total infrastructure capacity to nearly double in 2026.
The Decoder
Meta plans to offer up to $95 billion in stock to fund AI infrastructure
Meta plans to raise up to $95 billion by issuing new shares to fund AI infrastructure construction. Of this, about $22.5 billion comes from Class A common stock, $12.5 billion from depositary shares, and the remaining $60 billion will be continuously sold on the public market after Class C shares begin trading. Class C shares carry no voting rights, which can avoid diluting CEO Mark Zuckerberg's control; Nvidia, AMD, and Broadcom have expressed interest in purchasing up to $5 billion of Meta stock.
English text is being prepared.
Meta Announces Financing Plan of Up to $95 Billion to Fund AI and Other Businesses
Meta announced a financing plan totaling up to $95 billion to fund its core businesses, including artificial intelligence. The plan includes a $22.5 billion forward sale of Class A common stock, $12.5 billion of mandatory convertible preferred stock, and a subsequent potential at-the-market offering of up to $60 billion of Class C common stock. NVIDIA, AMD, and Broadcom each intend to purchase up to $5 billion of Meta Class A common stock, and Meta expects capital expenditures of $135–145 billion in 2026.
IT Home · AIRelated discussion
IT Home · AI joined this discussion
This post contributes to heat; it is not a formal report or confirmed fact.
East Money
Meta expects 2026 capital expenditure of up to $145 billion, plans to support AI investment through equity financing and other means
Meta expects 2026 capital expenditure of $135 billion to $145 billion, and plans to fund its AI investments through operating cash flow, investment-grade debt, strategic partnerships, and equity capital, among other means. The company said its AI investments have already delivered tangible returns by increasing user engagement, improving advertising performance, and raising monetization efficiency, and that it will further invest in personal superintelligence, consumer and enterprise AI agents, AI glasses, and other businesses. In the first three quarters of 2026, the company's operating cash flow was $97 billion, and as of the end of the third quarter, its cash, cash equivalents, and marketable securities totaled approximately $82 billion.
Business Insider TechRelated discussion
Business Insider Tech joined this discussion
This post contributes to heat; it is not a formal report or confirmed fact.
The Guardian Technology
Meta plans to issue $95 billion in stock to cover AI expansion spending
Meta announced plans to raise $95 billion through a two-part stock offering to support its continued investment in AI infrastructure and the direction of personal superintelligence. The first part is a $35 billion underwritten public offering, with Nvidia, AMD, and Broadcom as cornerstone investors potentially subscribing up to $5 billion; the second part is a $60 billion at-the-market offering, selling new Class C shares with no voting rights. On the same day, Musk said on X that the debt market has essentially closed to companies lacking revenue independent of AI data centers, and that more than 200 neoclouds will face death and consolidation; shares of Nebius, CoreWeave, and Iren fell by more than 2% at one point in premarket trading.
FT TechnologyRelated discussion
FT Technology joined this discussion
This post contributes to heat; it is not a formal report or confirmed fact.
CTech
Meta plans to raise up to $95 billion through a stock offering to support AI infrastructure
Meta plans to raise up to $95 billion through a stock offering to fund the expansion of AI infrastructure such as data centers and computing power. The company launched a public offering of about $35 billion in common stock and convertible preferred stock on Monday, and plans to launch an at-the-market stock sales program of up to $60 billion after a new class of non-voting Class C shares begins trading in the first quarter of 2027. Meta has raised the lower end of its capital expenditure forecast for this year to $135 billion to $145 billion; its free cash flow in the third quarter was negative $2.12 billion, turning negative for the first time in more than a decade; as of September 30, its cash and marketable securities stood at $82.45 billion, and its long-term debt was $80.92 billion.
Analytics India MagazineSelected
Meta plans to raise up to $95 billion through a stock offering for AI infrastructure
Meta plans to raise up to $95 billion through a stock offering, of which $35 billion will be a public offering of common stock and convertible preferred stock, with an additional stock sale plan of up to $60 billion. The company said the funds will be used for AI infrastructure, computing power, and personal superintelligence. NVIDIA, AMD, and Broadcom have expressed interest in subscribing to a combined total of up to $5 billion in the Class A offering, but this is non-binding. Meta expects 2026 capital expenditures of $135 billion to $145 billion and plans to establish a $60 billion ATM share sale program in the first quarter of 2027.
Sina Tech
Meta Seeks Up to $95 Billion in Equity Financing to Support AI Spending
Meta plans to raise about $35 billion through the issuance of common and preferred stock, and up to about $60 billion through an at-the-market (ATM) offering program, seeking up to $95 billion in total to support its investments in the AI race. Meta has launched the personal AI agent Muse and the AI model Muse Wonder, and management says Muse Wonder's performance on tasks such as coding is comparable to OpenAI's ChatGPT and Anthropic's Claude.
CNBC Technology
Meta Announces $95 Billion Stock Offering Plan to Finance AI Expansion
Meta announced on Monday a plan to raise a total of $95 billion to support investment in AI infrastructure and superintelligence, first raising $35 billion through an underwritten public offering, then an additional $60 billion through an at-the-market program. Nvidia, AMD and Broadcom intend to subscribe for up to $5 billion in shares, and Meta's premarket stock price rose 1.6% after the announcement. Meta expects full-year capital expenditures of $135 billion to $145 billion and is building four superclusters each with a capacity of more than 1 gigawatt.
Wall Street Insights
Meta Launches $95 Billion Equity Financing Plan for AI Infrastructure Investment
Meta announced the launch of a public offering of approximately $35 billion in common stock and mandatory convertible preferred stock, and plans to introduce in the future an at-the-market stock offering program of up to approximately $60 billion, for a potential total financing scale of $95 billion. Nvidia, AMD, and Broadcom intend to subscribe to up to $5 billion in Class A common stock, but this does not constitute a binding purchase commitment. Meta expects capital expenditures to reach $135 billion to $145 billion in 2026, used to expand infrastructure and computing capacity.
Heat trend for this story
- Current
- 72
- Period peak
- 116 Oct 27 13:00
- 24-hour change
- -34%
Move the pointer or select the chart to inspect hourly heat. Use the left and right arrow keys with a keyboard.