Meta and Nvidia have entered into a significant multi-year partnership focused on deploying cutting-edge CPUs, GPUs, and networking technologies. Under the agreement, Meta plans to integrate Nvidia’s next-generation Blackwell and Rubin GPUs, along with the Spectrum-X Ethernet networking platform, into its infrastructure. This deployment also marks the first large-scale use of Nvidia’s Grace CPUs exclusively.
Financial details of the partnership have not been disclosed. However, Nvidia described the collaboration as "multi-year and multi-generational", with plans for Meta to adopt future hardware, including a large-scale deployment of Nvidia’s upcoming Vera CPUs in 2027. Nvidia first announced in January that Vera would be made available as a standalone offering, with CoreWeave as the first recipient of the chips.
This partnership supports Meta’s long-term AI infrastructure strategy by enabling the development of hyperscale data centers optimized for AI training and inferencing. These facilities are a cornerstone of Meta’s ambitions to advance its AI capabilities. During Meta’s Q4 2025 earnings call, CFO Susan Li cited infrastructure costs - including third-party cloud spend, higher depreciation, and increased operating expenses - as the primary drivers of the company’s projected capital expenditure for 2026, estimated between $115 billion and $135 billion. This marks a substantial increase from 2025’s capex of $72.22 billion.
Meta has outlined plans to invest $600 billion in U.S. data centers by 2028, reinforcing its commitment to scaling AI infrastructure. Additionally, the company recently established Meta Compute, a new division dedicated to managing its AI-driven data center initiatives. CEO Mark Zuckerberg has expressed bold ambitions for these operations, stating that Meta plans to build tens of gigawatts of capacity this decade, with the potential to expand to "hundreds of gigawatts or more over time."
The collaboration with Nvidia is set to play a crucial role in Meta’s AI developments. Jensen Huang, founder and CEO of Nvidia, emphasized the unique scale and integration required for Meta’s AI ambitions, saying, "No one deploys AI at Meta’s scale - integrating frontier research with industrial-scale infrastructure to power the world’s largest personalization and recommendation systems for billions of users." He added, "Through deep codesign across CPUs, GPUs, networking, and software, we are bringing the full Nvidia platform to Meta’s researchers and engineers as they build the foundation for the next AI frontier."
Zuckerberg echoed these sentiments, highlighting the importance of Nvidia’s technology in Meta’s plans to deliver advanced AI solutions. "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", he said.
This collaboration signifies a shared vision for advancing AI infrastructure, leveraging state-of-the-art hardware at an unprecedented scale. As Meta and Nvidia continue to co-develop solutions, the partnership underscores their collective commitment to pushing the boundaries of artificial intelligence capabilities.
