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2026-02-18 00:29:02 -

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2026-02-18 00:29:02 -

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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Meta’s new deal with Nvidia buys up millions of AI chips

Meta has struck a multiyear deal to expand its data centers with millions of Nvidia's Grace and Vera CPUs and Blackwell and Rubin GPUs. While Meta has long been using Nvidia's hardware for its AI products, this deal "represents the first large-scale Nvidia Grace-only deployment," which Nvidia says will deliver "significant performance-per-watt improvements in [Meta's] […]

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