Nvidia Extends Meta Partnership to Lead AI Chip Race

Meta expands its Nvidia partnership by ordering millions of Blackwell and Rubin GPUs and CPUs in a multibillion-dollar deal to boost AI inference in Meta’s data centers, reinforcing Nvidia’s lead in AI chips and easing concerns about Broadcom or Google’s TPUs eroding share. Meta will also integrate Nvidia Spectrum-X switches; pricing wasn’t disclosed, and analysts see Nvidia continuing to gain momentum as hyperscalers push full-stack silicon and networking solutions.