Overview
- The agreement covers GPUs Blackwell and next-gen Rubin, Nvidia Grace CPUs now and planned Vera CPUs, plus Spectrum-X networking for hyperscale data centers.
- Meta is set to deploy Nvidia’s Arm-based Grace CPUs at large scale, described as the first hyperscale standalone server CPU rollout of Grace.
- Meta plans a unified infrastructure that links its own facilities with Nvidia cloud partners using GB300-based systems to improve scalability and performance.
- Shares rose after the news, with Nvidia up more than 2% by Wednesday’s close and Meta edging higher.
- Nvidia highlights energy gains from Grace, claiming up to 50% lower power use on certain database tasks, with broader Vera CPU deployments discussed for 2027.