Nvidia late Tuesday announced a "multiyear, multigenerational strategic partnership" with Facebook parent Meta Platforms.

On the surface, this is about Meta building a massive AI infrastructure with hyperscale data centers optimized for data training and inference, but there's more to the story.

NVIDIA stock rose after the company announced an expanded multiyear partnership with Meta Platforms that centers on large-scale AI infrastructure. The agre ...

Meta commits to millions of Blackwell and Rubin GPUs in a multiyear deal, easing Google TPU fears while Arista Networks drops ...

Meta is deepening its ties to Nvidia in a move that could further pressure Intel and AMD, even as AI demand remains strong.

Meta expands partnership with Nvidia in a deal likely worth tens of billions, for deploying millions of GPUs and new standalone CPUs in AI data centers ...

The new agreement will ensure that Meta is able to access the latest NVIDIA chip technology, which has become an essential element of AI infrastructure, with its H100 GPUs being t ...

The agreement envisages large-scale deployment of NVIDIA’s computing and networking technologies across Meta’s data ...

Nvidia has signed a multiyear, multigenerational partnership with Meta that covers on-premises systems, cloud deployments, and full AI infrastructure. The deal locks in shipments of Nvidia Blackwell ...