Meta seeks $95 billion in stock deals as chipmakers weigh share purchases
Meta is seeking $95 billion through stock-related deals, including a $35 billion offering that could involve Nvidia, AMD and Broadcom buying shares. The structure would link three major AI-chip suppliers to Meta’s financing as the company extends fundraising into early next year.
File photo · Meta’s headquarters, Menlo Park · Mar 2022 · LPS.1 · CC0 · Source & licenseThe story
Meta is looking to raise a total of $95 billion through stock-related deals extending into early next year, according to MarketWatch. One component is a $35 billion stock offering in which Nvidia, AMD and Broadcom could buy Meta shares.
The proposed financing would give Meta a large equity-raising program rather than a single transaction. The timing matters because the deals are expected to stretch beyond the current quarter and into early next year.
For Nvidia, AMD and Broadcom, the connection is through potential participation in Meta’s offering rather than a disclosed supplier contract or operating partnership. Nvidia reported $215.9 billion of revenue in the fiscal year ended Jan. 25, 2026; AMD reported $34.6 billion for the fiscal year ended Dec. 27, 2025; and Broadcom reported $63.9 billion for the fiscal year ended Nov. 2, 2025.
The structure, allocation and final participation remain unsettled in the reporting. It is not established which of the three chipmakers, if any, would buy shares or how much each could commit.
The next points to watch are the terms of the $35 billion offering, the identity of participating buyers and the timing of the broader $95 billion program. Those details would clarify whether the proposed purchases are primarily financing transactions or part of a wider commercial relationship.
Our read · Mon, Oct 26
Meta is seeking $95 billion through stock deals, including a $35 billion offering that could involve NVDA, AMD and AVGO.
Why. The implication is a potentially large equity-financing link between Meta and three chip suppliers, but the economic effect depends on whether any of them participate and on the final terms. Nvidia’s $215.9 billion revenue base, AMD’s $34.6 billion and Broadcom’s $63.9 billion show the scale of the possible buyers, but do not establish the size or strategic value of any purchase. The central uncertainty is allocation: no participation amount is established for Nvidia, AMD or Broadcom, so the financing cannot yet be mapped to a specific earnings or balance-sheet outcome.
Both cases
What could change this view: The read changes if the $35 billion offering terms, participating buyers or purchase amounts differ materially from the reported structure.
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Reported by MarketWatch as Nvidia, AMD and Broadcom could buy Meta shares as part of $35 billion stock offering
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