Meta’s new deal with Nvidia buys up millions of AI chips
Meta secured a multiyear deal with Nvidia for millions of Grace and Vera CPUs and Blackwell and Rubin GPUs to expand its data centers.Summary
Meta has entered into a multiyear agreement with Nvidia to significantly expand its data centers by acquiring millions of Nvidia's Grace and Vera CPUs, alongside Blackwell and Rubin GPUs. This deal marks the first large-scale deployment of Nvidia Grace-only systems, which are expected to offer substantial performance-per-watt improvements for Meta's AI infrastructure. The agreement also covers the integration of Nvidia's next-generation Vera CPUs in 2027. This move comes as Meta faces reported technical challenges and delays with its own in-house chip development. The overall investment in AI hardware by major tech companies like Meta, Microsoft, Google, and Amazon this year is estimated to surpass the cost of the entire Apollo space program.
(Source：The Verge)