SANTA CLARA, Calif., Oct. 27, 2026 (GLOBE NEWSWIRE) — NVIDIA and Meta today announced they will partner to expand their work on Muse and the Muse family of models to improve inference and training performance, reflecting popular demand for useful AI agents.

Meta’s Muse models and agents, which leverage NVIDIA’s infrastructure, have delivered frontier-level benchmark performance and surging consumer downloads since launch. Meta and NVIDIA intend to further deepen their collaboration by partnering on optimizations across workflows to maximize performance and improve total cost of ownership. Meta and NVIDIA will also consider additional collaboration opportunities with NVIDIA on its NVIDIA OpenShell Reference Architecture, including NVIDIA OpenShell for safe deployment and NVIDIA Sentry for monitoring agent behavior.

The latest reaction to Meta is particularly revealing. Investors are no longer satisfied with ambitious AI spending announcements. They increasingly want to know how these investments will be financed and when they will generate adequate returns.

Fair questions, actually. But there is a difference between questioning valuations and questioning the future of AI itself.

For SiLLC Tech Nexus, the underlying investment thesis remains intact.

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Nebius Group is a good example. Its newly announced $3.5 billion financing facility with Citi demonstrates both the scale of its expansion ambitions and the enormous capital requirements of building AI infrastructure. Customer commitments from major technology companies provide substantial commercial visibility, but execution, financing costs and profitability will remain important factors.

Micron Technology and NVIDIA continue to occupy strategically important positions in the AI supply chain. Compute performance increasingly depends on advanced memory architectures, particularly HBM, while NVIDIA remains central to the hardware ecosystem. However, even exceptional companies can experience significant valuation corrections when market expectations become excessive.

The recent punishment of Lumentum, Coherent, Applied Optoelectronics, Corning and Foxconn Interconnect Technology is another interesting development. Optical connectivity, advanced lasers, silicon photonics and high speed data transmission remain essential to scaling AI infrastructure. Lumentum recently indicated that demand for certain optical components already exceeds its available production capacity well into 2029.

That does not make these companies immune to corrections. It does, however, suggest that the underlying demand story deserves more attention than a few ugly trading sessions.

We also remain attentive to Palantir, where enterprise AI adoption and commercial execution matter considerably more to our long term assessment than short term market sentiment.

Our portfolio strategy remains disciplined.

We continue to monitor portfolio concentration and evaluate opportunities as valuations adjust.

October and November could remain challenging, particularly with earnings season forcing companies to defend their valuations against increasingly demanding expectations.

We remain constructive on the longer term technology cycle, but fully prepared for further volatility.

AI infrastructure will not be built in a straight line. Neither will the share prices of the companies supplying it.

Conviction remains. Risk management comes first. //SiLLC/msc//

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Falcon Guardian integration with NVIDIA OpenShell and NVIDIA Sentry will extend AIDR from agent runtimes to hardware-based enforcement | $CRWD $NVDA

ServiceNow announces the general availability of Arc, the personal long-running AI agent built for the enterprise, governed and secured by the ServiceNow Super Intelligence Control Tower and enforced with NVIDIA OpenShell

ServiceNow’s recently introduced AI Passport will be integrated with NVIDIA OpenShell and NVIDIA Sentry to help validate credentials that authorize and enforce AI agents across AI stacks | $NOW $NVDA

HPE AI Factory with NVIDIA brings together accelerated infrastructure, governed AI services, and secure operations to help customers deploy and scale agentic AI across hybrid environments | $HPE $NVDA

Nutanix Is Expanding Its AI Ecosystem with NVIDIA, Supermicro, and Netris to Help Enterprises and Service Providers Quickly Deploy and Scale Production AI, and Reduce AI Costs | $NTNX $NVDA $SMCI

NVIDIA supplies the simulation, world models and agent skills. Nebius runs them on its Physical AI Workbench. Sereact’s Cortex is the robot brain they train. The initial rollout targets Zalando’s returns handling at CEVA Logistics’ fulfillment center – one of the most variable processes in eCommerce logistics. | $NVDA $NBIS $ZLNDY

New Capacity Agreements and Manufacturing Facilities to Support Volume Growth and Strengthen Supply Chain Resiliency

Substrate agreements with IBIDEN, Samsung Electro-Mechanics and Unimicron Technology Corporation will, in aggregate, drive a 2.5x increase in capacity over the next three years.

Amkor plans to increase its advanced packaging capacity by more than 300% by the end of 2028.

KYEC will build new facilities in the U.S., supported by a $1.1 billion capacity reservation advance from NVIDIA.

SPIL is targeting to increase its optical-engine capacity for co-packaged optics by 15x by mid-2027, with aims for another doubling by the end of 2028. | $NVDA