Meta commits to buying millions of Nvidia Blackwell and Rubin GPUs in a multiyear deal; a source says Meta's in-house AI chip strategy had technical challenges
Social media group will purchase millions of chips even as it tries to develop its own AI hardware
Financial Times
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Discussion
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@amitisinvesting
Amit
on x
$NVDA $META BREAKING: Meta Signs a Multi-Year Partnership with NVIDIA to Build AI Infrastructure As per the deal: - Meta expands NVIDIA CPU deployment and significantly improves performance per watt in its data centers. - Meta scales out AI workloads with NVIDIA Spectrum-X [image…
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@davealtavilla
David Altavilla
on x
Big news here on a deal between NVIDIA and @Meta, which puts @NVIDIA on strong strategic footing in a number of ways. My key takeaways are: - NVIDIA has made Meta a full-stack AI platform customer - Grace CPUs mark NVIDIA's quiet invasion of the data center CPU market -AI networ…
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@nvidianetworkng
@nvidianetworkng
on x
Meta builds AI infrastructure with NVIDIA @Meta is scaling its next generation of AI infrastructure with NVIDIA Spectrum-X Ethernet, delivering the efficiency, throughput, and scalability required to support massive AI training and inference workloads. This partnership will [imag…
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@jimcramer
Jim Cramer
on x
surprise announcement from Meta about huge commitment to Nvidia —i think those who want to build their own chips may have to worry about allocations.. the smugness toward NVDA by any and all is tiresome
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@patrickmoorhead
Patrick Moorhead
on x
...Meta confirms a long-term infrastructure partnership with Spectrum-X across its footprint, Confidential Computing for WhatsApp, and Vera Rubin clusters. NVIDIA says this spans millions of Blackwell and Rubin GPUs plus Grace CPUs, with Vera CPUs targeted for large-scale deploy…
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@nvidianewsroom
@nvidianewsroom
on x
.@Meta is deploying AI at scale through deep codesign across the full NVIDIA platform. This expanded partnership will enable the large-scale deployment of NVIDIA CPUs and millions of NVIDIA Blackwell and Rubin GPUs. Learn more: https://nvidianews.nvidia.com/ ... [image]
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@mattrosoff
Matt Rosoff
on x
Meta the first to deploy Nvidia's CPUs at scale - @Tobias_Writes has the deets https://www.theregister.com/ ... - tip @Techmeme
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@theaustinlyons
Austin Lyons
on x
$META is buying a lot of GPUs, CPUs, networking, and memory. From $NVDA: - “Millions” of Blackwell and Rubin GPUs - First large Grace-only CPU deployment, Vera-only potential in 2027
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@kakashiii111
@kakashiii111
on x
Nvidia, while struggling to find a catalyst to break its stock out of consolidation and with H200 headlines no longer moving the needle, issues a press release stating that its already second-largest customer, Meta, will continue buying GPUs. Why is that considered a catalyst? [i…
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@marypcbuk
Mary Branscombe
on bluesky
there is a reason NVIDIA's stock price is what it is; Meta has been building in-house AI accelerators for probably a decade but it's hard to match everything NVIDIA is good at and then you have to build drivers and handle your own GPU virtualisation and and and... [embedded post…
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r/stocks
r
on reddit
Meta announces new partnership with Nvidia
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r/wallstreetbets
r
on reddit
Partnership announcement: Meta Builds AI Infrastructure With NVIDIA
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@ianandrewsdc
Ian Andrews
on x
Big design win for @nvidia CPUs & networking @Meta 🎉🎉 https://nvidianews.nvidia.com/ ...
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@firstadopter
Tae Kim
on x
Is millions of GPUs a lot? “Meta's AI Roadmap Supported by Large-Scale Deployment of NVIDIA CPUs, Networking and Millions of NVIDIA Blackwell and Rubin GPUs” $NVDA [image]
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r/NVDA_Stock
r
on reddit
Meta Builds AI Infrastructure With NVIDIA
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@benitoz
Ben Pouladian
on x
🚨 Meta x NVIDIA — this isn't a purchase order. It's a multiyear, multigenerational strategic partnership spanning CPUs, GPUs, networking, and confidential computing. Remember that rumor in November about Meta buying 500K-800K Google TPUs? Yeah... about that. 😂 Meta will