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Meta Seals Multiyear Nvidia Pact for Millions of AI Chips and Standalone Grace CPUs

The pact locks in Nvidia supply for Meta’s energy‑efficient AI rollout using Grace CPUs, Spectrum‑X networking plus confidential computing.

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The logo of NVIDIA as seen at its corporate headquarters in Santa Clara, California, in May of 2022. Courtesy NVIDIA/Handout via REUTERS/File Photo
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Overview

  • Meta will deploy millions of Nvidia Blackwell and Rubin GPUs alongside the first large‑scale rollout of Grace CPU‑only servers, with Vera CPU‑only systems targeted for 2027.
  • Scope extends beyond compute to networking and security, with Spectrum‑X Ethernet integrated into Meta’s Facebook Open Switching System and Nvidia Confidential Computing adopted for WhatsApp.
  • Engineering teams from both companies are working in deep codesign to align chips, systems, networking and software, including GB300‑based systems and access via Nvidia Cloud Partners.
  • Financial terms were not disclosed, but analysts describe the commitment as likely in the tens of billions, fitting Meta’s plan to spend up to $135 billion on AI in 2026 and scale new U.S. data centers.
  • The agreement eases market worries about a Meta shift to Google TPUs, positions Nvidia CPUs against Intel and AMD in Meta’s fleet, and emphasizes performance‑per‑watt gains reported for Grace on certain workloads.