Nvidia–Meta Pact Signals End-to-End AI Compute Era

WIRED reports Nvidia’s expanded deal with Meta—billions in GPUs plus Grace CPUs and the broader push into standalone CPUs and low-latency AI tech—to build hyperscale data centers for training and inference, signaling a shift from pure GPU purchases to an end-to-end AI compute stack. Analysts say CPUs are growing in importance for agentic AI, though GPUs remain central for heavy workloads, with Meta planning roughly $115–$135 billion in AI infra this year.