Nvidia, AMD and Broadcom could buy Meta shares as part of $35 billion stock offering

Meta is turning to some of the biggest names in semiconductors as it looks to raise capital. According to reports, Nvidia, AMD and Broadcom could buy Meta shares as part of a $35 billion stock offering, one piece of a broader effort by Meta to raise a total of $95 billion through stock-related deals stretching into early next year.

The structure is notable because it would make major chip suppliers potential shareholders in one of their largest customers. Meta has been among the most aggressive spenders on AI infrastructure, and its purchasing power is a meaningful demand driver for the semiconductor industry. A transaction of this kind could deepen the commercial ties between the companies, though the exact terms and allocations have not been detailed.

For investors, the key questions are execution and dilution. Raising capital at this scale gives Meta more financial flexibility to fund its AI buildout, but issuing equity can weigh on per-share metrics depending on pricing and structure. It is also worth watching whether other large technology firms pursue similar financing arrangements. The headline figure is large, but the market's reaction will likely hinge on the final terms rather than the announcement itself.