NVIDIA SIGNS MULTIYEAR AI CHIP SUPPLY DEAL WITH META

Nvidia and Meta Platforms have entered a multiyear supply agreement that will see the social-media and artificial-intelligence giant deploy millions of Nvidia processors across its expanding global data-center infrastructure.

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The deal covers multiple generations of Nvidia hardware, including Blackwell and Rubin GPUs as well as Nvidia's emerging server-class CPU lineup, positioning Meta among the largest long-term buyers of advanced AI computing systems.

The partnership reflects a broader shift underway across the technology industry as hyperscale companies move to secure guaranteed access to high-performance computing capacity years in advance. Al training clusters now require massive numbers of accelerators, often deployed in tightly integrated networks optimized for specific machine-learning workloads. Companies building frontier-scale models increasingly negotiate long-term procurement contracts to ensure continuity of supply amid persistent demand pressures in the semiconductor sector.

Meta’s commitment comes alongside aggressive infrastructure expansion plans, with capital expenditures projected in the range of $115 billion to $135 billion for 2026 as the company scales its Al platforms, recommender systems, and next-generation multimodal models. Analysts estimate the Nvidia supply agreement could be worth tens of billions of dollars over its lifetime, depending on deployment volumes and the pace of data-center construction.

DEEP ENGINEERING COLLABORATION DRIVES CUSTOMIZED AI INFRASTRUCTURE

A central component of the agreement involves engineering co-design between Nvidia and Meta teams to tailor hardware-software integration for Meta’s Al workloads. Rather than purchasing off-the-shelf systems alone, Meta is expected to collaborate closely with Nvidia to optimize model training, inference pipelines, and distributed computing frameworks for its internal platforms.