Meta just inked one of the biggest AI infrastructure deals in tech history. The social media giant is expanding its partnership with Nvidia in an agreement likely worth tens of billions of dollars, deploying millions of GPUs alongside Nvidia's new standalone CPUs across its data center empire. The move signals Meta's aggressive push to dominate the AI race, even as questions swirl about return on massive AI investments across the industry.
Meta is going all-in on AI infrastructure, and it's betting big on Nvidia to get there. The companies announced an expanded partnership that will see Meta deploy millions of Nvidia GPUs across its data centers, alongside a significant new element: Nvidia's standalone CPUs. While exact figures remain undisclosed, industry analysts peg the deal's value at tens of billions of dollars, making it one of the most significant AI hardware agreements ever struck.
The timing couldn't be more telling. As Meta doubles down on AI across Instagram, Facebook, and WhatsApp—from AI-powered content recommendations to generative AI features—the company needs unprecedented computing power. This expansion builds on Meta's existing relationship with Nvidia, but the scale represents a quantum leap. We're talking millions of GPUs, not thousands, deployed across Meta's global infrastructure.
What's particularly noteworthy is Nvidia's inclusion of standalone CPUs in this deal. Nvidia has traditionally dominated the GPU market for AI workloads, but the company's been quietly building out its CPU portfolio to offer complete data center solutions. By pairing Nvidia CPUs with GPUs, Meta can optimize its entire compute stack from a single vendor—potentially simplifying architecture and improving performance across AI training and inference workloads.
The deal comes as Meta faces mounting pressure to demonstrate tangible returns from its massive AI investments. CEO Mark Zuckerberg has repeatedly emphasized AI as the company's top priority, but Wall Street remains skeptical about when these investments will translate to revenue growth. According to CNBC, this partnership expansion suggests Meta isn't backing down from its AI ambitions despite the scrutiny.
