Nvidia Extends Meta Partnership to Lead AI Chip Race
TL;DR
Meta expands its Nvidia partnership by ordering millions of Blackwell and Rubin GPUs and CPUs in a multibillion-dollar deal to boost AI inference in Meta’s data centers, reinforcing Nvidia’s lead in AI chips and easing concerns about Broadcom or Google’s TPUs eroding share. Meta will also integrate Nvidia Spectrum-X switches; pricing wasn’t disclosed, and analysts see Nvidia continuing to gain momentum as hyperscalers push full-stack silicon and networking solutions.
- Nvidia Wins Meta Deal. Its Gain Is Broadcom’s Loss. Barron's
- Meta Builds AI Infrastructure With NVIDIA NVIDIA Newsroom
- Meta Nvidia AI Deal Tests Meta’s Valuation And Growth Narrative Yahoo Finance
- Nvidia to sell Meta millions of chips in multiyear deal Reuters
- Nvidia’s Deal With Meta Signals a New Era in Computing Power WIRED
Want the full story? Read the original reporting
Read on Barron's