Meta and Nvidia signed a multiyear partnership agreement to supply next-generation GPUs, standalone CPUs, and AI capabilities including WhatsApp integration.

Meta Platforms has announced a sweeping, multiyear agreement with Nvidia that will see the social media company deploy "millions" of the chipmaker's processors across its artificial intelligence data centres, deepening a partnership that has helped define the industry's modern AI boom. The deal, announced on Tuesday, broadens Meta's use of Nvidia hardware beyond graphics processing units, with the company set to become the first major operator to roll out Nvidia's Grace central processing units as standalone chips at scale. The partnership will also bring Meta early access to Nvidia's next-generation Vera Rubin systems, as both companies race to build ever-larger computing clusters to power advanced AI models.

The expanded partnership arrives as Meta accelerates an infrastructure push that has startled investors with its scale. In January, the company said it could spend as much as $135 billion on AI in 2026, and has pledged to invest $600 billion in the United States by 2028 on data centres and the physical infrastructure needed to run them. Financial terms for the new deal were not disclosed, though analysts said the commitment is likely to be enormous. "The deal is certainly in the tens of billions of dollars," CNBC quoted chip analyst Ben Bajarin of Creative Strategies, adding, "We do expect a good portion of Meta's capex to go toward this Nvidia build-out." The agreement will include products from Nvidia's current Blackwell generation and the forthcoming Vera Rubin design, securing Meta a sizeable supply at a time when demand for top-tier AI accelerators continues to exceed production.

The most notable shift is Meta's plan to deploy Nvidia's Grace CPUs as standalone chips, rather than only as part of tightly integrated CPU-GPU systems. Nvidia said this will be the first large-scale deployment of Grace CPUs on their own. According to Bajarin, the chips "are really designed to run those inference workloads, run those agentic workloads, as a companion to a Grace Blackwell/Vera Rubin rack," and "Meta doing this at scale is affirmation of the soup-to-nuts strategy that Nvidia's putting across both sets of infrastructure: CPU and GPU." The move signals a more direct challenge to Intel and Advanced Micro Devices, which have long dominated general-purpose server computing. The next-generation Vera CPUs are planned to be deployed by Meta in 2027.

Meta has outlined plans for 30 data centres, 26 of which will be based in the United States. Two of its largest AI facilities are already under construction: the Prometheus 1-gigawatt site in New Albany, Ohio, and the 5-gigawatt Hyperion site in Richland Parish, Louisiana. The sheer energy footprint of these projects has become part of the story, as one gigawatt is roughly the amount of electricity needed to power 750,000 homes, and Meta's largest planned site is several times that. The partnership extends beyond processors to include Nvidia's Spectrum-X Ethernet switches, which connect GPUs across large AI data centres, with engineering teams working together "in deep codesign to optimise and accelerate state-of-the-art AI models" for Meta's platforms. Meta will also use Nvidia's security capabilities in AI features on WhatsApp.

Meta chief executive Mark Zuckerberg stated, "We're excited to expand our partnership with Nvidia to build leading-edge clusters using their Vera Rubin platform to deliver personal superintelligence to everyone in the world," framing the AI strategy as a bid to bring advanced capabilities directly to consumers. However, Meta has continued to test alternatives as it tries to reduce dependence on Nvidia, whose chips have become a bottleneck across the industry. In November, Nvidia shares fell after reports that Meta was considering Google's tensor processing units for its data centres in 2027, and Meta also designs its own silicon and has used AMD chips. Still, Tuesday's announcement is a clear signal that Meta is betting Nvidia will remain the dominant platform for cutting-edge AI infrastructure for years to come. Meta already accounts for roughly 9% of Nvidia's revenue, underscoring how much the chipmaker's growth has become tied to a small group of mega-buyers building industrial-scale AI systems.