Meta's New Deal With Nvidia Buys Up Millions of AI Chips
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TL;DR
- Meta is expanding its data centers with millions of Nvidia's Grace CPUs and Blackwell and Rubin GPUs.
- This deal is the first large-scale Nvidia Grace-only deployment, aiming for significant performance-per-watt improvements.
- Meta plans to incorporate Nvidia's next-generation Vera CPUs in 2027.
- Meta is also developing its own in-house AI chips but has encountered delays.
- Nvidia faces competition from AMD and concerns about financing AI build-outs.
- The cost of the deal was not disclosed, but AI spending by major tech companies is substantial.