AI · SEMICONDUCTOR · FACT CHECK

SKD WIRE

EN WIRE · 2026-10-28 11:07

NVIDIA Makes 4 Trillion Won-Scale Equity Investment in Meta, Expands AI Partnership

Mostly True

NVIDIA Makes 4 Trillion Won-Scale Equity Investment in Meta, Expands AI Partnership
Image source: 조사 출처

NVIDIA has made an equity investment in Meta estimated at around 4 trillion won, with the two companies moving to broaden their AI collaboration, according to the claim reviewed against 12 primary sources.

원문 주장 (KR)
엔비디아, 메타에 4조 규모 지분 투자...AI 협력 확대

Investment Details Remain Partially Unconfirmed

The claim states that NVIDIA invested roughly 4 trillion won (on the order of several billion dollars) in Meta in the form of an equity stake. The exact size of the stake, the valuation applied, and the timing of the transaction were not fully specified in the available materials, and some details could not be independently confirmed.

AI Cooperation Set to Widen

Alongside the investment, NVIDIA and Meta are reported to be expanding their cooperation in AI. The partnership is understood to center on NVIDIA's GPU and computing platforms supporting Meta's AI development, though the specific scope of the expanded collaboration was not detailed in the sources reviewed.

Context

NVIDIA has in recent years made strategic investments in companies building large-scale AI infrastructure, making an equity stake in Meta consistent with that pattern. The reported figure of 4 trillion won would place the deal among NVIDIA's larger strategic investments, but the number should be treated with caution until formally disclosed by either company.

Based on the available evidence, the core claim is largely supported, though key figures remain provisional — the verdict is Mostly True.

Sources — primary documents (12)
  1. https://nvidianews.nvidia.com/news/nvidia-and-meta-to-expand-collaboration-on-muse-and-muse-family-of-models-amid-robust-growth
  2. https://web.archive.org/web/20261028015255/https://nvidianews.nvidia.com/news/nvidia-and-meta-to-expand-collaboration-on-muse-and-muse-family-of-models-amid-robust-growth
  3. https://www.sec.gov/Archives/edgar/data/1326801/000119312526431040/d94886d424b5.htm
  4. https://s21.q4cdn.com/399680738/files/doc_news/Meta-Announces-Launch-of-Offering-of-Depositary-Shares-Representing-Series-A-Mandatory-Convertible-Preferred-Stock-and-Offering-of-Cl-3JYZF.pdf
  5. https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Announces-Pricing-of-Offering-of-Depositary-Shares-Representing-Series-A-Mandatory-Convertible-Preferred-Stock-and-Offering-of-Class-A-Common-Stock-in-Connection-with-Forward-Sale-Agreements/default.aspx
  6. https://web.archive.org/web/20261028015648/…
  7. https://www.thelec.kr/news/articleView.html?idxno=64386
  8. https://www.fnnews.com/news/202610280845018318
  9. https://www.edaily.co.kr/News/Read?newsId=06028646645617184
  10. https://www.mt.co.kr/world/2026/10/27/2026102719464759165
  11. https://www.hankyung.com/article/2026102892027
  12. https://about.fb.com/news/

KR: /news/20261028-42f85c · 판정: 대체로 사실