Prime Highlights
- Mark Zuckerberg said the expanded Nvidia partnership will help Meta deliver “personal superintelligence” to users worldwide.
- The agreement marks the first large-scale deployment of Nvidia’s Grace CPUs as standalone chips, alongside next-generation GPUs and Vera Rubin rack-scale systems.
Key Facts
- Meta has committed to spending up to $135 billion on AI infrastructure in 2026and plans to invest $600 billion in the United States by 2028 to expand its data center network.
- The deal includes Nvidia’s Spectrum-X networking switches, security tools for WhatsApp AI features, and future deployment of Vera CPU systems beginning in 2027.
Background
Meta has expanded its partnership with Nvidia in a major deal that will see the social media company deploy millions of artificial intelligence chips in its data centers. The agreement includes Nvidia’s new standalone Grace central processing units, next-generation GPUs, and Vera Rubin rack-scale systems.
Meta CEO Mark Zuckerberg said the partnership supports the company’s goal of delivering “personal superintelligence” to users worldwide. While both companies did not disclose financial details, industry analysts estimate the deal runs into tens of billions of dollars.
The agreement marks the first large-scale deployment of Nvidia’s Grace CPUs as standalone chips rather than paired with GPUs inside servers. Meta also plans to introduce Nvidia’s upcoming Vera CPU systems starting in 2027. The deal covers Nvidia’s Spectrum-X networking switches, which connect GPUs inside AI facilities, and security tools to strengthen AI features on WhatsApp.
Meta has committed to spending up to $135 billion on AI infrastructure in 2026. The company also plans to invest $600 billion in the United States by 2028 to expand its data center network. It currently plans 30 data centers worldwide, including major projects in Ohio and Louisiana.
Despite the deeper Nvidia partnership, Meta continues to develop its own silicon and uses chips from AMD. Reports last year suggested the company was also exploring Google’s tensor processing units for future use.
Following the announcement, Meta and Nvidia shares rose in extended trading, while AMD stock declined about 4%, reflecting market reaction to the expanded alliance.
