Meta Signs Multiyear Nvidia Deal for Millions of CPUs and GPUs in Massive AI Infrastructure Expansion
Summary
Meta signs a massive multiyear deal with Nvidia for millions of CPUs and GPUs to supercharge its AI infrastructure, marking the first large-scale Grace-only deployment, as Big Tech's combined AI spending in 2026 is projected to surpass the total cost of the Apollo space program.
Key Points
- Meta strikes a multiyear deal with Nvidia to expand its data centers with millions of Grace and Vera CPUs and Blackwell and Rubin GPUs, marking the first large-scale Nvidia Grace-only deployment.
- Meta is facing technical challenges and delays with its own in-house AI chips, while Nvidia navigates competitive pressures including AMD securing chip deals with OpenAI and Oracle, and Meta previously exploring Google's Tensor chips.
- The financial terms of the deal remain undisclosed, but combined AI spending from Meta, Microsoft, Google, and Amazon in 2026 is estimated to exceed the total cost of the entire Apollo space program.