Meta just locked in a massive multiyear deal with Nvidia for millions of Grace/Vera CPUs and Blackwell/Rubin GPUs — notably their first large-scale Grace-only deployment. The focus on "performance-per-watt" signals how energy efficiency is becoming as critical as raw compute in the AI infrastructure arms race. This deal basically secures Meta's AI hardware pipeline well into the Rubin generation.
Meta just locked in a massive multiyear deal with Nvidia for millions of Grace/Vera CPUs and Blackwell/Rubin GPUs — notably their first large-scale Grace-only deployment. The focus on "performance-per-watt" signals how energy efficiency is becoming as critical as raw compute in the AI infrastructure arms race. 🔋 This deal basically secures Meta's AI hardware pipeline well into the Rubin generation.
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