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“Nvidia Deepens AI Alliance With Meta, Plans Deployment of “Millions” of GPUs” 🚨🚨🚨

Meta has made it clear that its aggressive AI expansion will run on Nvidia hardware. In a series of announcements, the two companies unveiled a multi-year, multi-generational strategic partnership that will power Meta’s AI infrastructure with millions of Nvidia Blackwell and Rubin GPUs, along with Nvidia CPUs and Spectrum-X Ethernet networking technology.

The deal signals a massive scale-up of Meta’s AI ambitions across its platforms. Beyond data centers, Meta has also adopted Nvidia’s Confidential Computing technology to enable AI-powered private processing within WhatsApp, with plans to expand these capabilities across additional products under CEO Mark Zuckerberg.

For Nvidia, the agreement strengthens visibility into long-term GPU demand — not just for current-generation chips, but for future architectures as well. The inclusion of Nvidia CPUs in backend servers could also benefit Arm Holdings, whose intellectual property underpins many of these designs.

However, the ripple effects are being felt across the semiconductor landscape. AI chip rivals Advanced Micro Devices and Broadcom may face added pressure as Nvidia further cements its dominance with a hyperscaler. On the CPU front, Intel could encounter stronger competition if Nvidia gains meaningful server share. Meanwhile, networking specialist Arista Networks may see challenges as Nvidia expands into Ethernet infrastructure.

While financial terms and purchase commitments were not disclosed, analysts view the partnership as a strong signal that hyperscaler spending on AI infrastructure remains robust. With no dollar figure attached yet, the strategic alignment alone reinforces Nvidia’s central role in the AI boom heading into 2026 and beyond.