Meta strikes mega deal for millions of Nvidia AI chips

Meta has signed a multiyear agreement to buy millions of Nvidia processors to run its next phase of AI infrastructure, extending a relationship that already makes Meta Nvidia’s second-largest customer. The chips will sit across Meta’s own data centres and cloud setups, handling both AI training and inference, as the company builds out hyperscale facilities to support its products.

The deal covers Nvidia’s current Blackwell accelerators and its upcoming Vera Rubin AI platform, along with wider use of Nvidia’s Arm-based Grace CPUs to squeeze more performance out of each watt of power. Meta will also roll out Nvidia’s networking gear to move data faster between servers and adopt Nvidia’s Confidential Computing tools to add AI features to WhatsApp without exposing user data. Bloomberg reports Meta already contributes about 9% of Nvidia’s revenue and spent around $19 billion on its hardware last fiscal year. Meta has said it may spend up to $135 billion on AI infrastructure this year, and the Nvidia agreement, reported by the Financial Times to be worth billions, is a key part of that push.