Nvidia (NVDA) on Tuesday announced a wide-ranging, multi-year partnership with Meta (META) that will see the Mark Zuckerberg-led company use several of Nvidia’s products to boost its artificial intelligence infrastructure.
Nvidia shares rose 1.8% in extended trading, while Meta shares rose 1.5%.
As part of the deal, Meta is going to increase its usage of Nvidia’s Grace CPUs in its data centers. The collaboration represents the first large-scale NVIDIA Grace-only deployment, Nvidia added.
The two tech giants are also working on the eventual deployment of Nvidia’s upcoming Vera CPUs, which may be deployed at scale next year.
The Facebook parent also will use more of Nvidia’s Spectrum-X Ethernet in an effort to boost network efficiency and throughput. Lastly, Meta has adopted Nvidia’s Confidential Computing for WhatsApp, which allows for increased AI capabilities while protecting user privacy at the same time.
Meta will use Nvidia’s GB300 systems in its data centers and use Nvidia’s cloud partner deployments to simplify its operations.
“No one deploys AI at Meta’s scale — integrating frontier research with industrial-scale infrastructure to power the world’s largest personalization and recommendation systems for billions of users,” said Nvidia CEO Jensen Huang in a statement. “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.”
“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,” Zuckerberg added.