Meta Deepens Nvidia Partnership To Deploy ‘Millions’ Of Chips To Boost AI Goals

• Meta said it will adopt Nvidia’s Confidential Computing for WhatsApp private messaging that will enable AI-powered capabilities across the platform.
• The deal will also involve Meta using Nvidia’s Grace CPUs for the first-ever large-scale deployment in its data center production applications, expected to deliver significant performance-per-watt improvements. 
• Meta will also deploy Nvidia’s Vera CPUs, with potential for large-scale deployment in 2027.

Meta Platforms Inc. (META) announced on Tuesday that the company has entered into a new, multi-year strategic partnership with Nvidia Corp. (NVDA) to further its artificial intelligence (AI) infrastructure roadmap.

The Facebook owner said Nvidia would supply the technology for its AI-optimized data centers to help it pursue its AI ambitions while also delivering improvements in performance per watt that would make its operations more efficient.

Nvidia said that Meta would leverage its CPUs, millions of Blackwell and Rubin chips, and integrate its Spectrum-X Ethernet switches to build hyperscale data centers.

Shares of META climbed 0.89% in Tuesday’s after-market hours, while shares of NVDA were up by 1.25%.

Continued Loyalty

Under the new deal, Meta and Nvidia have deepened a decades-long partnership. Meta said it will adopt the chipmaker’s Confidential Computing for WhatsApp private messaging that will enable AI-powered capabilities across the platform, while also boosting user data confidentiality and integrity.

The tech giant will also deploy Nvidia’s Spectrum-X Ethernet networking platform across its infrastructure footprint to provide AI-scale networking that is expected to deliver predictable, low-latency performance while maximizing utilization and improving operational and power efficiency.

Meta said that engineering teams across its company and at Nvidia will optimize and accelerate AI models across its core workloads to drive performance and efficiency for new capabilities.

The deal will also involve Meta using Nvidia’s Grace CPUs for the first-ever large-scale deployment in its data center production applications, expected to deliver significant performance-per-watt improvements. Meta will also deploy Nvidia’s Vera CPUs, with potential for large-scale deployment in 2027.

In its latest earnings report, Meta announced capital expenditures in the range of $115 billion to $135 billion in 2026, up considerably from $72.22 billion clocked in 2025. The company said that the increased expenditure would be primarily to develop its Meta Superintelligence Labs efforts, in addition to its core business.

Leadership Commentary 

“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,” said Mark Zuckerberg, Founder and CEO of Meta.

“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. 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,” said Jensen Huang, founder and CEO of NVIDIA.”

How Did Stocktwits Users React?

On Stocktwits, retail sentiment around META shares was in the ‘bearish’ territory over the past 24 hours amid ‘low’ message volumes. Meanwhile, retail sentiment around NVDA shares improved from ‘extremely bearish’ to ‘bearish’ territory amid ‘low’ message volumes.

META shares have declined more than 10% in the past year, while NVDA shares have gained over 32%.

For updates and corrections, email newsroom[at]stocktwits[dot]com.

Also Read: AlphaTON Deploys Nvidia Blackwell Chips To Boost AI Revenue Amid Share Sale Announcement

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