The Facebook parent has signed a multiyear deal with Nvidia that includes not only GPUs but also, for the first time, standalone Nvidia processors. The agreement marks a strategic shift for both companies.
Meta has committed to purchasing millions of Nvidia chips in a multiyear agreement, including current Blackwell GPUs, upcoming Rubin GPUs, and, for the first time, standalone Grace and Vera CPUs. Neither company disclosed a price for the deal. Ben Bajarin, CEO and principal analyst at tech consultancy Creative Strategies, estimated it would be worth billions of dollars. According to The Register, the deal is likely to contribute tens of billions to Nvidia's bottom line.
Meta CEO Mark Zuckerberg had previously announced plans to nearly double the company's AI infrastructure spending in 2026 to as much as $135 billion.
Nvidia's CPU push targets the inference market
The most notable aspect of the deal is not the GPU purchase but Meta's decision to deploy Nvidia's CPUs as standalone products at large scale. Until now, Nvidia's Grace processors were almost exclusively available as part of so-called "Superchips" that combine a CPU and GPU on a single module. Nvidia officially changed its sales strategy in January 2026 and began offering the CPUs separately. The first named customer at that time was neocloud provider CoreWeave.
