NVIDIA And Meta Expand AI Platform Alliance With Millions Of GPUs, CPUs And Networking

NVIDIA and Meta have formed a multi-year partnership that represents a total platform commitment spanning CPU and GPU hardware, networking solutions, and NVIDIA's Confidential Computing platform for end-to-end encryption of data in a secure enclave. The sheer size of the deal—unconfirmed scuttlebutt puts it north of $100 billion based on Meta's CapEx guidance jumping from $72 billion last year to $135 billion in 2026, with NVIDIA accounting for the "vast majority" of that expansion—is notable in and of itself, but there are major implications that extend beyond just the financial aspect.

On the surface, this is about Meta building a massive AI infrastructure with hyperscale data centers optimized for data training and inference. Meta is looking to execute on its long-term AI roadmap and NVIDIA is playing a key role in that effort.

Digging beneath the surface, however, reveals a move that underscores NVIDIA's ability ...