BONUS EPISODE - Nvidia Bets Three Billion on Muse: What the Chip Giant's Deal Means for Meta's AI Assistant
Nvidia and Meta announced an expanded collaboration on Muse on October 27, 2026: Nvidia will invest $3 billion in Meta's equity offering, and Meta will expand deployment of Nvidia Vera Rubin chips and CPUs, Spectrum-X Ethernet, and BlueField-4 to make Muse faster to train and cheaper to run. Beau and Max go deep on what the deal actually changes — and what it does not: no new Muse app feature, no price change, and no new country today. OpenShell and Sentry are named only as areas the companies will consider working together on, not launched features.
Chapters:
0:00 Intro: Nvidia's $3 billion…
The skinny
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