Meta to buy millions of Nvidia processors in a multi-year Deal

Nvidia and Meta have signed a multiyear partnership to supply technology for Meta’s AI-optimized data centers, with Meta planning to deploy millions of Nvidia processors across current and future platforms.

Meta frames the deal as a core step in building data centers optimized for AI training and inference, with a focus on improving performance per watt as it scales AI across products and its core business.

What Meta is buying from Nvidia

The partnership covers Nvidia’s current Blackwell GPUs and the upcoming Rubin platform, along with GB300-based systems and a unified architecture meant to work across Meta’s on-premises data centers and Nvidia cloud partner deployments.

Nvidia says Meta will use Spectrum-X Ethernet across its infrastructure and integrate Spectrum-X switches with Meta’s Facebook Open Switching System platform to keep AI networking low-latency, predictable, and better utilized at scale.

Why this goes beyond GPUs

The CPU portion may be the bigger surprise. Nvidia says Meta is expanding deployments of its Arm-based Grace CPUs, including what Nvidia calls the first large-scale Grace-only deployment, and collaborating on next-gen Vera CPUs with potential large-scale deployment in 2027.

Reuters noted Nvidia is pitching Grace and Vera as standalone data-center CPUs for heavy back-end tasks like databases and newer “AI agent” workloads, putting them more directly up against Intel and Advanced Micro Devices. Meta is developing its own AI chips and has discussed using Google TPUs for some AI work, which adds context to why Nvidia is emphasizing a broader, multi-layer partnership.

This also fits the scale Meta has been signaling. Meta has said it plans to invest $600 billion in U.S. infrastructure and jobs by 2028, with AI data centers as a major focus, and this kind of multi-generation supply tie-up reads like the hardware plan behind that pledge.

The WhatsApp privacy signal and “personal superintelligence”

Meta also says it’s using Nvidia Confidential Computing for WhatsApp private processing, and plans to expand it across more of its apps. Mark Zuckerberg framed the ambition, saying “Meta wants to build leading-edge clusters on the Vera Rubin platform to deliver personal superintelligence to everyone in the world.”