Meta and NVIDIA sign multi-billion dollar deal for millions of AI GPUs
Meta Platforms announced a long-term partnership with NVIDIA to purchase millions of GPUs and deploy advanced security technology. The deal includes the acquisition of NVIDIA Blackwell and Rubin GPUs to support Meta’s expanding infrastructure. As part of this agreement, Meta will integrate NVIDIA’s Confidential Computing into WhatsApp. This implementation is designed to enable AI-powered features within the messaging platform while maintaining strict user data confidentiality and integrity. The collaboration addresses the growing need for secure AI processing in consumer applications.
The Confidential Computing technology secures data while it is being processed, rather than protecting it only during transmission to or from servers. This approach ensures that sensitive information remains encrypted and inaccessible even while active in memory. NVIDIA stated that this technology allows software creators, including Meta and third-party AI agent providers, to preserve their intellectual property. By shielding data and algorithms during computation, the system aims to prevent unauthorized access by cloud providers, hackers, or other malicious actors.
Meta will become the first company to deploy NVIDIA Grace CPUs in a standalone configuration. This deployment separates the CPUs from GPU pairing, a setup specifically designed to handle inference and agentic workloads efficiently. In addition to the processors, Meta plans to incorporate NVIDIA Spectrum-X Ethernet switches into its network infrastructure. These switches are engineered to provide high-performance networking capabilities essential for large-scale AI operations.
Earlier this year, Meta projected spending up to $135 billion on AI initiatives throughout 2026. Analysts estimate that this new NVIDIA agreement represents a significant expansion of the partnership, likely valued in the tens of billions of dollars. Meta has also outlined a broader capital commitment of $600 billion. Under this plan, the company intends to construct up to 30 data centers by 2028, with 26 of those facilities located in the United States.