Nvidia (NVDA) and Meta (META) announced an expanded multiyear, multigenerational partnership that will see Nvidia provide the social media giant with millions of its Blackwell and Rubin graphics processing units (GPUs), as well as its central processing units (CPUs) and networking offerings.
The plan calls for Meta to use the products within its data centers for both training and running AI models.
Nvidia didn’t reveal a dollar amount for the expanded deal, though it said that Meta will roll out the chips in its own data centers and lean on those available via Nvidia Cloud Partners. Nvidia’s Cloud Partner program includes companies like CoreWeave (CRWV) and Crusoe, which host Nvidia chips for other companies to rent and use.
“No one deploys AI at Meta’s scale — integrating frontier research with industrial-scale infrastructure to power the world’s largest personalization and recommendation systems for billions of users,” Nvidia CEO Jensen Huang said in a statement.
Nvidia stock rose over 1%, while Meta shares pulled back on Wednesday.
“Through deep codesign across CPUs, GPUs, networking, and software, we are bringing the full Nvidia platform to Meta’s researchers and engineers as they build the foundation for the next AI frontier,” Huang said.
In addition to the GPUs, Nvidia said Meta is rolling out its first large-scale Grace CPU-only servers, with plans to launch Vera CPU-only systems in 2027. These would be similar to the more traditional servers Meta operates using Intel chips and wouldn’t include any GPUs.
That kind of move could prove problematic for Intel and AMD, which have dominated the CPU server space for decades.
Meta will also use Nvidia’s Confidential Computing, which enables private data processing via its GPUs, in its WhatsApp messaging app.
AI-related stocks have taken a beating since the start of 2026 amid persistent concerns about spending.
Meta’s stock price has fallen 3.3%. Microsoft (MSFT) has been hit particularly hard, with its stock declining more than 17% since Jan. 1.
Chip stocks have also cooled in recent months as investors question whether high-powered GPUs are necessary to power all AI applications or if more specialized chips will eventually take over. Those fears have gained more traction as Nvidia customers, including Amazon (AMZN), Google (GOOG, GOOGL), and Microsoft, have rolled out newer versions of their own AI chips.
In November, The Information reported that Meta was in talks with Google to use its TPU chips for AI applications.