--- title: "Meta Seeks About $95 Billion for AI Buildout as Nvidia, AMD and Broadcom Consider Investing in Their Own Customer" type: "News" locale: "en" url: "https://longbridge.com/en/news/303109192.md" description: "Meta plans to raise approximately $95 billion for AI expansion, including a $35 billion offering and a potential $60 billion program in 2027. Nvidia, AMD, and Broadcom are considering investing up to $5 billion collectively in Meta's shares, deepening financial ties between the tech giant and its chip suppliers. This move aims to fund massive capital expenditures while allowing suppliers to benefit as shareholders, though analysts warn such 'ownership webs' may complicate financial tracking." datetime: "2026-10-26T15:41:52.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/303109192.md) - [en](https://longbridge.com/en/news/303109192.md) - [zh-HK](https://longbridge.com/zh-HK/news/303109192.md) generator: "portal-rs" --- # Meta Seeks About $95 Billion for AI Buildout as Nvidia, AMD and Broadcom Consider Investing in Their Own Customer **Meta Platforms Inc.** (NASDAQ:META) plans to raise about $95 billion for its artificial intelligence expansion, with three of its biggest chip suppliers considering buying shares in their own customer. **Nvidia Corp.** (NASDAQ:NVDA), **Advanced Micro Devices Inc.** (NASDAQ:AMD) and **Broadcom Inc.** (NASDAQ:AVGO) have expressed interest in purchasing up to $5 billion of Meta’s Class A shares collectively, the company announced Monday. The potential investments are nonbinding. Meta launched approximately $35 billion in offerings, comprising $22.5 billion of common stock and $12.5 billion in securities convertible into shares. It will receive proceeds from the common-stock portion when forward-sale agreements settle, rather than immediately. The company also plans another $60 billion in share sales beginning in early 2027, although that program is not guaranteed. The Financial Times reported that Alphabet and SpaceX have also turned to equity markets to fund their expansion, with Anthropic preparing to follow. ### Chip Suppliers Could Become Shareholders Meta is already a major customer of all three companies. Nvidia has agreed to supply millions of AI chips, AMD has a deal covering up to six gigawatts of GPUs, and Broadcom is helping develop Meta’s custom processors. Investing in Meta would give the chipmakers another way to benefit from its AI expansion, not just as suppliers but as shareholders. The relationship with AMD is particularly interesting. In February, AMD granted Meta warrants to buy up to 160 million AMD shares for one cent each, subject to chip purchases and other performance milestones. If AMD proceeds with its proposed investment, the two companies could end up owning stakes in each other. ### AI Spending Squeezes Cash Flow Meta expects capital spending of $135 billion to $145 billion this year. Despite third-quarter revenue climbing 26% to $64.6 billion, the company recorded negative free cash flow of $2.12 billion as infrastructure spending outpaced operating cash generation. “Our investments are paying off,” CEO **Mark Zuckerberg** said last week, pointing to progress in Meta’s core business. The increasingly close financial relationships between AI suppliers and customers have nevertheless attracted scrutiny. In an analysis published last Wednesday, LSEG researchers **David McNay** and **Robin Marshall** warned that, across the wider industry, “ownership webs can make tracking the revenue to earnings a forensic accounting exercise.” They argued that such arrangements can make it harder to identify where independent demand originates and who ultimately bears the financial risks. ### AI Bubble Odds On Polymarket, traders put the probability of a qualifying AI industry downturn at 10% by December 31, 2026, rising to 23% by June 30, 2027. The December contract has attracted approximately $2.5 million in trading volume, compared with just $38,000 for the June market. The contract requires three specified distress events within 90 days, including sharp declines in semiconductor stocks or the bankruptcy of a major AI developer. Meta’s planned $60 billion program would use its new nonvoting shares, allowing it to raise capital without diluting Zuckerberg’s voting control. *Image: Shutterstock* **Read Also: SpaceX Signs $40 Billion Apollo AI Chip Deal as Debt Market Concerns Mount** ### Related Stocks - [AMD.US](https://longbridge.com/en/quote/AMD.US.md) - [META.US](https://longbridge.com/en/quote/META.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [AMDC.US](https://longbridge.com/en/quote/AMDC.US.md) - [AMDD.US](https://longbridge.com/en/quote/AMDD.US.md) - [AMDG.US](https://longbridge.com/en/quote/AMDG.US.md) - [AMDL.US](https://longbridge.com/en/quote/AMDL.US.md) - [AMDS.US](https://longbridge.com/en/quote/AMDS.US.md) - [AMDU.US](https://longbridge.com/en/quote/AMDU.US.md) - [AMDW.US](https://longbridge.com/en/quote/AMDW.US.md) - [AMDY.US](https://longbridge.com/en/quote/AMDY.US.md) - [AMUU.US](https://longbridge.com/en/quote/AMUU.US.md) - [AMYY.US](https://longbridge.com/en/quote/AMYY.US.md) - [ANV.US](https://longbridge.com/en/quote/ANV.US.md) - [AVGC.US](https://longbridge.com/en/quote/AVGC.US.md) - [AVGG.US](https://longbridge.com/en/quote/AVGG.US.md) - [AVGU.US](https://longbridge.com/en/quote/AVGU.US.md) - [AVGW.US](https://longbridge.com/en/quote/AVGW.US.md) - [AVGX.US](https://longbridge.com/en/quote/AVGX.US.md) - [AVL.US](https://longbridge.com/en/quote/AVL.US.md) - [AVS.US](https://longbridge.com/en/quote/AVS.US.md) - [DAMD.US](https://longbridge.com/en/quote/DAMD.US.md) - [DIPS.US](https://longbridge.com/en/quote/DIPS.US.md) - [FBL.US](https://longbridge.com/en/quote/FBL.US.md) - [FBX.US](https://longbridge.com/en/quote/FBX.US.md) - [FBY.US](https://longbridge.com/en/quote/FBY.US.md) - [FBYY.US](https://longbridge.com/en/quote/FBYY.US.md) - [MEIB.US](https://longbridge.com/en/quote/MEIB.US.md) - [METD.US](https://longbridge.com/en/quote/METD.US.md) - [METG.US](https://longbridge.com/en/quote/METG.US.md) - [METQ.US](https://longbridge.com/en/quote/METQ.US.md) - [METU.US](https://longbridge.com/en/quote/METU.US.md) - [METW.US](https://longbridge.com/en/quote/METW.US.md) - [NVC.US](https://longbridge.com/en/quote/NVC.US.md) - [NVD.US](https://longbridge.com/en/quote/NVD.US.md) - [NVDB.US](https://longbridge.com/en/quote/NVDB.US.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [NVDG.US](https://longbridge.com/en/quote/NVDG.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [NVDO.US](https://longbridge.com/en/quote/NVDO.US.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) - [NVDS.US](https://longbridge.com/en/quote/NVDS.US.md) - [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md) - [NVDW.US](https://longbridge.com/en/quote/NVDW.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [NVIB.US](https://longbridge.com/en/quote/NVIB.US.md) - [NVII.US](https://longbridge.com/en/quote/NVII.US.md) - [NVIT.US](https://longbridge.com/en/quote/NVIT.US.md) - [NVW.US](https://longbridge.com/en/quote/NVW.US.md) - [NVYY.US](https://longbridge.com/en/quote/NVYY.US.md) - [NYYY.US](https://longbridge.com/en/quote/NYYY.US.md) - [07388.HK](https://longbridge.com/en/quote/07388.HK.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [09388.HK](https://longbridge.com/en/quote/09388.HK.md) ## Related News & Research - [Tesla-SpaceX Merger Stands at 80%-90% Chance, Dan Ives' $500 Price Tag Explains Why](https://longbridge.com/en/news/303112286.md) - [Verizon CEO Says SpaceX May Be Years Away From Becoming America's 'Sixth' Wireless Competitor](https://longbridge.com/en/news/303109070.md) - [I'd Buy Half a Position in Amazon Stock Before Its Oct. 29 Report -- and Half After](https://longbridge.com/en/news/303054275.md) - [AppLovin Corporation $APP Stock Purchased by Hedeker Wealth LLC](https://longbridge.com/en/news/303049441.md) - [Moderna, Inc. $MRNA Shares Sold by IFP Advisors Inc](https://longbridge.com/en/news/303041682.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**