Overview
- Meta will deploy millions of NVIDIA Blackwell and forthcoming Rubin GPUs, GB300-based systems, and standalone Grace CPUs now with potential Vera CPU rollouts in 2027.
- NVIDIA and Meta say this is the first large‑scale Grace‑only deployment, targeting inference and back‑end tasks with reported performance‑per‑watt gains.
- NVIDIA Spectrum‑X Ethernet switches will be integrated across Meta’s infrastructure to connect large GPU clusters with predictable, low‑latency performance and improved efficiency.
- Meta has adopted NVIDIA Confidential Computing for WhatsApp to enable AI features while protecting user data during processing.
- Financial terms were not disclosed, with analysts estimating a value in the tens of billions, and the agreement eases near‑term expectations that Meta might pivot to Google TPUs.