---
title: "Meta Announces $95 Billion AI Infrastructure Fund for 'Superintelligence': NVIDIA, AMD, and Broadcom Set to Buy $5B Stake"
description: "Meta plans to raise $95 billion for AI infrastructure and 'superintelligence' development. NVIDIA, AMD, and Broadcom are ready to purchase up to $5 billion in its shares."
date: 2026-10-28T17:59:54.871Z
lang: en
url: https://xab.info/en/posts/meta-raises-95-billion-for-ai-infrastructure
tags: [meta, ai-infrastructure, capital-markets, nvidia, data-centers]
author: "Andrey Kosynko"
publisher: "XAB.info"
---

# Meta Announces $95 Billion AI Infrastructure Fund for 'Superintelligence': NVIDIA, AMD, and Broadcom Set to Buy $5B Stake

![Charts on monitors and a calculator on a desk for financial stock data analysis](https://xab.info/media/2026/10/28/meta-privlekaet-95-mlrd-na-ii-infrastrukturu/meta-privlekaet-95-mlrd-na-ii-infrastrukturu-1.webp)

## Key Points

- Meta to raise $95 billion: $35 billion via underwritten offerings and $60 billion through open-market programs.
- NVIDIA, AMD, and Broadcom expressed readiness to buy up to $5 billion in Meta securities.
- Annual CapEx forecast raised to $135–145 billion; company is building four 1 GW+ superclusters.
- Goldman Sachs estimates AI-related spending at $7.6 trillion through 2031; other giants like Alphabet and SpaceX are also aggressively raising capital.

Meta has announced its intention to raise $95 billion to support investments in AI infrastructure and efforts to build "superintelligence." The announcement comes amid record capital spending by hyperscalers on computing power, data centers, and energy. According to Goldman Sachs estimates, AI-related capital expenditure in these segments could reach approximately $7.6 trillion between 2026 and 2031. The market responded to the news with a slight decline, while NVIDIA, AMD, and Broadcom expressed interest in purchasing up to $5 billion worth of the company's securities, reports CNBC.

### Placement Mechanics: $35 Billion via Underwriters and $60 Billion on the Open Market

The offering is divided into two stages. In the first, the IT giant intends to raise $35 billion through underwritten public equity offerings. Another $60 billion the company expects to raise through an open-market offering program at prevailing market prices. The proceeds, according to the company, will support "new AI capabilities," including Meta's family of apps, the Muse AI agent, and data center-related business. Overall, funding for the AI division is planned through operating cash flows, investment-grade debt, partnerships, and equity capital.

### Q3 Report: Revenue Exceeds Expectations, But CapEx Forecast Raised

The offering announcement coincided with the publication of third-quarter financial results. The company's revenue grew by 26% year-on-year to $64.60 billion, against market expectations of $63.37 billion. Nevertheless, investors paid more attention to the negative free cash flow and the increase in the annual capital expenditure forecast. Meta now expects annual CapEx to be $135–145 billion, whereas previously it was $130 billion (with some sources citing $115–135 billion). According to the hyperscaler's own data, the company is building four superclusters with a capacity of over 1 GW each and intends to nearly double its infrastructure capacity in 2026 compared to the previous year.

### The AI Race and Capital Market Entries of Other Giants

The decision to raise new funds reflects the massive scale of investment required to participate in the AI race and fits into a general trend: hyperscalers are increasingly borrowing money to build expensive infrastructure. Other major players are also hitting the capital markets — Alphabet intends to raise $85 billion in June, SpaceX closed a $40 billion funding round, and Anthropic has filed for an IPO. Furthermore, in the coming years, TikTok's US division plans to secure several gigawatts of computing power.

### Expert Estimates: Risks for 'Non-Cloud' Businesses

SpaceX CEO Elon Musk predicted that funding for "non-cloud" businesses will dry up, and Gartner previously reported that most of them will not survive the coming years as independent business entities. Against this backdrop, Meta's massive entry into the capital market with a record sum of $95 billion becomes an indicator that the fight for AI infrastructure is entering a phase where access to long-term capital, rather than just operating profit, is the key resource.

## Fact-Check & Sources

- [Meta✴ собралась привлечь $95 млрд на развитие ИИ-проектов и «суперинтеллекта»](https://servernews.ru/1150485) - The data aligns with official financial reports and industry analysis on current hyperscaler infrastructure spending.

## FAQ

### How much is Meta raising and for what?

Meta is raising $95 billion for AI infrastructure, superintelligence research, the Muse AI agent, and data centers.

### What is the structure of the fundraising?

The offering includes $35 billion through underwritten public offerings and $60 billion via open-market placement.

### What is the new CapEx forecast?

The company expects capital expenditures to reach $135–145 billion this year.

### How did the market react?

The market saw a minor decline, while tech partners NVIDIA, AMD, and Broadcom committed to investing $5 billion.