Nvidia Inks Multiyear AI Chip Deal with Meta

Nvidia Corporation announced a multiyear agreement on Tuesday to supply Meta Platforms with millions of its artificial intelligence chips, including current Blackwell processors and upcoming Rubin models, as well as Grace and Vera central processing units. The deal, disclosed in San Francisco, underscores Nvidia's expanding role in powering AI infrastructure for major tech firms amid intensifying competition in the sector.

The agreement encompasses standalone installations of Nvidia's Grace and Vera CPUs, which are based on Arm Holdings technology and were introduced in 2023 as complements to the company's AI GPUs. Nvidia positions these processors for applications beyond traditional AI training, such as running AI agents and handling database operations in data centers. Ian Buck, general manager of Nvidia's hyperscale and high-performance computing unit, highlighted their efficiency, noting that Grace CPUs can perform some common tasks using half the power of alternatives, with further improvements anticipated from Vera. "Meta has already had a chance to get on Vera and run some of those workloads. And the results look very promising," Buck said.