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Meta and Nvidia Sign Multiyear Deal for Millions of AI Chips and Standalone CPUs

Meta will standardize Nvidia gear across its AI data centers, from Spectrum‑X networking to confidential compute for WhatsApp.

Overview

  • The agreement covers large-scale deployments of Blackwell and Rubin GPUs across Meta’s training and inference clusters, with no financial terms disclosed.
  • Meta becomes the first to roll out Nvidia’s Grace CPUs in standalone production systems, with Vera CPU deployments targeted for 2027 to handle agentic and back-end workloads.
  • Nvidia says Grace delivers up to 2x performance per watt on certain data-center tasks, with early Vera testing at Meta described as promising.
  • Meta is adopting Nvidia’s Spectrum‑X Ethernet switches across its infrastructure and building a unified architecture that spans on‑premises data centers and Nvidia Cloud Partner capacity.
  • Nvidia Confidential Computing will power privacy-protected AI features in WhatsApp, as analysts peg the overall commitment in the tens of billions and note reduced concern over a potential Meta shift to Google TPUs.