英伟达和超威半导体（AMD）计划向社交媒体巨头Meta进行总计40亿美元的投资，旨在加深双方在人工智能领域的合作伙伴关系 12。具体而言，英伟达将单独出资30亿美元参与Meta的股权发行 12。这一举措被视为科技巨头在AI基础设施及资本层面进一步绑定的标志 1，也被部分媒体解读为大型科技公司适应当前AI热潮的一种融资模式转折点 2。
作为此次合作的背景，Meta进行了大规模的股票发售活动。据媒体报道，Meta实施了250亿美元的股权发售，该部分股票被超额认购五倍 1。另有报道指出，Meta的整体股票销售规模接近1000亿美元 2。针对具体的金融结构，《巴伦周刊》分析称，此类交易可能类似于Alphabet之前的做法，涉及可转换优先股结构，其潜在收益率约为6% 1。
Nvidia and Advanced Micro Devices (AMD) plan to invest a combined $4 billion in Meta Platforms as the technology giants deepen their collaboration on artificial intelligence infrastructure. 12 Specifically, Nvidia is set to contribute $3 billion of this total investment into Meta’s equity offering. 12
This investment forms part of a larger capital raise by Meta, which has undertaken an equity sale valued at nearly $100 billion. 2 A specific component of this fundraising effort involved a $25 billion stock offering that was oversubscribed five times. 1 According to Barron's, the transaction structure bears similarities to Alphabet’s convertible preferred stock model, with potential yields for the convertible shares estimated at 6%. 1 These developments are viewed as a pivotal shift in how tech giants finance the massive costs associated with the current AI boom. 2
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