Meta plans to spend up to $135bn this year to support its Meta Superintelligence Labs efforts as well as its core business.
Meta will be spending billions – reportedly – in a multi-year partnership with Nvidia to use “millions” of its chips to support the company’s data centre build-out, the two companies announced yesterday (17 February).
Commenting on the deal, Nvidia founder and CEO Jensen Huang said that no other company deploys AI at Meta’s scale.
The announcement comes as the social media giant gears up to spend as much as $135bn this year to support its Meta Superintelligence Labs efforts as well as its core business, while competing chipmakers attempt to challenge Nvidia’s global dominance in AI.
Even Nvidia’s Big Tech customers, including Meta and OpenAI are building their own in-house hardware.
As per the mega deal, Meta will deploy millions of Nvidia Blackwell, and the newer Rubin GPUs to build hyperscale data centres optimised for both AI training and inference.
The company will also integrate Nvidia’s recently-announced Spectrum-X ethernet switches for Meta’s Facebook open switching system platform, and expand its usage of Nvidia’s confidential computing beyond WhatsApp and into other offerings.
The two companies said they will continue their partnership to deploy Arm-based Nvidia Grace CPUs for Meta’s data centre production applications, representing the first large-scale Nvidia Grace-only deployment.
They are also collaborating to deploy Nvidia’s Vera CPUs, with the potential for large-scale deployment next year. Meta is also tapping Nvidia’s GB300-based systems to continue developing its data centres.
It was reported yesterday that Nvidia sold off the last of its stake in Arm Holdings – a company it once tried to acquire. And last September, Huang announced a “giant” $100bn deal with OpenAI – that has apparently not yet transpired.
“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,” said Huang.
“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.”
Meta founder and CEO Mark Zuckerberg added: “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.”
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Jensen Huang, World Economic Forum Annual Meeting, 2026. Image: © World Economic Forum via Flickr (CC BY-NC-SA 4.0)