Nvidia and Meta Form Alliance to Deploy an AI Infrastructure Plan
The agreement represents what industry sources describe as a “massive vote of confidence” from Meta toward Nvidia.
Quick overview
- Nvidia and Meta have formed a multi-generation strategic agreement to enhance AI infrastructure across Meta's operations.
- The partnership includes the deployment of Nvidia's Grace and future Vera CPUs, along with millions of GPUs and advanced networking solutions.
- Meta aims to build hyperscale data centers optimized for AI, with significant capital expenditure expected to yield long-term value.
- The agreement also incorporates Nvidia Confidential Computing for secure AI processing on WhatsApp.
With results expected by 2027, the technology company aims to benefit from the tools and platforms of the world’s leading AI firm.
Nvidia and Meta have reached a multi-generation strategic agreement to strengthen artificial intelligence (AI) infrastructure across Meta’s operations. The partnership includes Nvidia’s Grace CPUs, the future Vera CPU generation, millions of Blackwell and Rubin GPUs, and the integration of Spectrum-X networking across Meta’s data centers.
Both Jensen Huang, founder and CEO of Nvidia, and Mark Zuckerberg, CEO of Meta, подчеркнули (highlighted) the long-term strategic importance of the deal.
The agreement represents what industry sources describe as a “massive vote of confidence” from Meta toward Nvidia. Meta will become the first major company to deploy Nvidia CPUs as standalone server chips at hyperscale. While the real operational impact is expected to materialize in 2027, Meta’s AI capital expenditure—estimated at around $135 billion this year alone—could translate into hundreds of billions of dollars in long-term value creation.
Key Developments Behind the Nvidia–Meta Deal
Meta will build hyperscale data centers optimized for both AI training and inference, forming part of its long-term infrastructure roadmap. Alongside the large-scale deployment of Grace CPUs, supported by co-development investments and software optimization, Meta is also preparing for the rollout of Vera CPUs, currently projected for 2027.
In parallel, the company will implement Nvidia GB300-based systems and develop a unified architecture integrating Meta’s own data centers with deployments through Nvidia cloud partners, aiming to simplify operations while maximizing performance and scalability.
Another core pillar of the agreement is Spectrum-X Ethernet networking, designed to deliver low-latency, AI-scale connectivity with improved energy efficiency.
In addition, Meta has adopted Nvidia Confidential Computing for private processing on WhatsApp, enabling AI capabilities on the platform while preserving data confidentiality and integrity for users.
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