US EditionNVIDIA and Meta Deepen Their AI Alliance—and the Spending Numbers Are Enormous
Meta commits to billions in Nvidia chips, including millions of GPUs and CPUs, to power hyperscale AI data centers for training and inference, expanding prior multi-year deals.
- On Tuesday, Meta expanded its multi-year partnership with Nvidia to include GPUs, CPUs, networking and confidential computing for hyperscale data centers powered by millions of chips.
- Amid rising AI budgets, Meta plans to increase AI infrastructure spending this year to between $115 billion and $135 billion, deepening reliance on Nvidia and reducing use of rival suppliers Google and AMD.
- Meta's deal includes large-scale deployments of Nvidia's Vera CPUs and millions of Nvidia Blackwell and Rubin GPUs, Nvidia said.
- By supplying both GPUs and CPUs, Nvidia stands to capture more customer spend and deepen its role in Meta's AI stack while rivals Google, AMD, and Broadcom face heightened competitive pressure.
- Notably, Meta became the first major buyer to purchase Nvidia's Grace CPU, while Nvidia's Vera CPU and networking tech support a 'soup-to-nuts' compute approach, analysts said.
12 Articles
12 Articles
Meta doubles down on Nvidia with millions more AI chips — and a new CPU foothold
Meta will deploy millions of Nvidia Blackwell and Rubin GPUs, along with Grace CPUs and Spectrum-X networking, under an expanded multi-year partnership. Nvidia said Meta will use “confidential computing” for WhatsApp and build new AI data centers. Financial terms and delivery schedules were not disclosed. Nvidia shares rose 1.6%, Meta 0.6% after the announcement. The post Meta doubles down on Nvidia with millions more AI chips — and a new CPU fo…
NVIDIA is further expanding its position in the global AI infrastructure market and deepening its collaboration with Meta through a multi-year, multi-generational partnership. The collaboration encompasses the comprehensive integration of current and future NVIDIA architectures into Meta's data center strategy and marks a significant step in the competition for the world's most powerful AI clusters. While Meta has established itself in recent ye…
Coverage Details
Bias Distribution
- 67% of the sources lean Left
Factuality
To view factuality data please Upgrade to Premium
