CSOP 2x Long NVIDIA (07788) Jumps Over 3% as NVIDIA Invests in Meta to Broaden Muse Model Collaboration

According to a report, the CSOP 2x Long NVIDIA (07788) rose more than 3%, climbing 3.24% to HK$162.7 as of press time, with a turnover of HK$2.4139 million.

On the news front, NVIDIA (NVDA.US) recently announced plans to invest US$3 billion (RMB 20 billion) to subscribe for shares of Meta (META.US), expanding cooperation between the two parties around the Muse AI assistant and the Muse series of models, with a focus on improving model training and inference performance and lowering the operating costs of AI agents.

NVIDIA and Meta plan to further deepen their collaboration, optimizing each workflow to maximize performance and reduce total cost of ownership. It is understood that earlier this year, NVIDIA and Meta announced a cooperation agreement spanning multiple product generations, involving millions of Blackwell and Rubin GPUs, Grace and Vera CPUs, and data center network infrastructure. The latest cooperation further extends to Muse model training, inference optimization and secure deployment of AI agents.

In addition, Meta disclosed in its third-quarter financial report that the company raised its full-year 2026 capital expenditure guidance to US$135 billion to US$145 billion, with funds mainly used for AI infrastructure and data center construction.