Nvidia, AMD and Broadcom could step in as buyers in Meta's $35B stock offering. Strategic demand that size would help absorb the supply and underlines how linked the AI chip trade is to Meta's capex.

What happened: Meta is seeking to raise a total of $95 billion through stock-related deals that stretch into early next year, and Nvidia, AMD and Broadcom could buy Meta shares as part of a $35 billion stock offering. Key numbers: $95 billion total raise; $35 billion stock offering. Why it matters: The chipmakers' potential participation ties the offering to companies that supply Meta's data center buildout. Coverage: 3 outlets in 24h

Meta is seeking to raise a total of $95 billion through stock-related deals that stretch into early next year, and Nvidia, AMD and Broadcom could buy Meta shares as part of a $35 billion stock offering.

The chipmakers' potential participation ties the offering to companies that supply Meta's data center buildout.