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Meta’s new deal with Nvidia buys up millions of AI chips
The Verge
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Published 5 days ago

Meta’s new deal with Nvidia buys up millions of AI chips

The Verge · Feb 18, 2026 · Collected from RSS

Summary

Meta has struck a multiyear deal to expand its data centers with millions of Nvidia's Grace and Vera CPUs and Blackwell and Rubin GPUs. While Meta has long been using Nvidia's hardware for its AI products, this deal "represents the first large-scale Nvidia Grace-only deployment," which Nvidia says will deliver "significant performance-per-watt improvements in [Meta's] data centers." The deal also includes plans to add Nvidia's next-generation Vera CPUs to Meta's data centers in 2027. Meta is also working on its own in-house chips for running AI models, but according to the Financial Times, it has run into "technical challenges and rollout … Read the full story at The Verge.

Full Article

Skip to main content Nvidia’s starting to sell AI CPUs for use by themselves for the first time. Nvidia’s starting to sell AI CPUs for use by themselves for the first time.by Stevie BonifieldFeb 18, 2026, 12:27 AM UTCIllustration by Nick Barclay / The VergeStevie Bonifield is a news writer covering all things consumer tech. Stevie started out at Laptop Mag writing news and reviews on hardware, gaming, and AI.Meta has struck a multiyear deal to expand its data centers with millions of Nvidia’s Grace and Vera CPUs and Blackwell and Rubin GPUs. While Meta has long been using Nvidia’s hardware for its AI products, this deal “represents the first large-scale Nvidia Grace-only deployment,” which Nvidia says will deliver “significant performance-per-watt improvements in [Meta’s] data centers.” The deal also includes plans to add Nvidia’s next-generation Vera CPUs to Meta’s data centers in 2027.Meta is also working on its own in-house chips for running AI models, but according to the Financial Times, it has run into “technical challenges and rollout delays” with its chip strategy. Nvidia is also dealing with concerns about depreciation and chip-back loans used to finance AI buildouts, as well as the pressure of competition. CNBC notes that Nvidia’s stock dropped four percent after a November report about Meta considering using Google’s Tensor chips for AI, and late last year, AMD announced chip arrangements with both OpenAI and Oracle.Nvidia and Meta did not disclose how much the deal cost, but this year’s AI spending from Meta, Microsoft, Google, and Amazon is estimated to cost more than the entire Apollo space program.Follow topics and authors from this story to see more like this in your personalized homepage feed and to receive email updates.Stevie BonifieldThe Verge DailyA free daily digest of the news that matters most.Email (required)

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