Meta and Nvidia strike multi-billion-dollar deal

Meta has signed a major, multi-year infrastructure agreement with Nvidia.

The partnership, unveiled this week, will see Meta deploying vast quantities of Nvidia’s CPUs, advanced GPUs, and state-of-the-art networking equipment throughout a series of new artificial intelligence-focused data centres.

A key highlight of the agreement is a commitment to co-designing future systems to accommodate Meta’s rapidly growing AI workloads.

Energy efficiency is a key focus of the agreement as Meta is set to roll out Nvidia’s Arm-based Grace CPUs on a much larger scale, using their performance-per-watt compared to conventional server processors. Both companies are also exploring the adoption of next-generation CPUs anticipated to arrive later this decade.

Beyond processing power, the agreement places emphasis on networking. Meta is adopting NVIDIA’s Spectrum-X Ethernet platform across its infrastructure, aiming to support immense AI workloads with high-speed, reliable connectivity.

Meta has also started using NVIDIA’s confidential computing technologies to keep sensitive data encrypted during processing, particularly for enabling AI features within WhatsApp while upholding strict privacy standards,.

Meanwhile, according to the companies state there are plans to expand these secure processing capabilities to other Meta services.

Nvidia CEO Jensen Huang described the collaboration as a pivotal move towards unifying computing, networking, and software into integrated AI platforms.

“No one deploys AI at Meta’s scale – integrating frontier research with industrial-scale infrastructure to power the world’s largest personalisation and recommendation systems for billions of users,” Huang remarked.

“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.”

Echoing this sentiment, Meta CEO Mark Zuckerberg stated, “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.”

Meta and Microsoft leaders will unite at Datacloud Global Congress

The implications of hyperscale AI infrastructure expansion are expected to be a central topic at this year’s Datacloud Global Congress, where operators, vendors, and investors will gather to examine the next phase of digital infrastructure growth.

A keynote session scheduled for Tuesday 2 June 2026 will bring together senior leaders from both Meta Platforms and Microsoft to discuss how AI is reshaping data center strategy and operations.

The session will feature Noelle Walsh, president of Microsoft Cloud Operations and Innovation, alongside Rachel Peterson, vice president of data centres at Meta.

Taking place in the Keynote Theatre within the Discovery Zone, the discussion is expected to address infrastructure scaling challenges, energy constraints, and the evolving role of hyperscale operators in supporting global AI demand.

For more information on the session click here.

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