Meta bets billions on Nvidia chips as AI hardware race heats up

Meta has agreed to spend billions in a multiyear deal to buy Nvidia’s next‑generation chips, including Vera Rubin GPUs and standalone CPUs, to expand its AI infrastructure while continuing work on in‑house processors. The arrangement reinforces Nvidia’s lead in AI data‑center hardware even as rivals like AMD and tech giants such as Google and Microsoft push self‑developed chips. Meta’s AI investment is expected to be substantial, with estimates of up to $135 billion in AI infrastructure this year, highlighting a broader industry shift toward inference workloads and greater chip self-reliance, despite ongoing rollout challenges for Meta’s own designs.