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  Meta Strikes Multi-Year Mega-Deal with NVIDIA as In-House Chip Ambitions Face Hurdles In a massive strategic move, Meta has announced a long-term partnership with NVIDIA to secure a massive supply of AI hardware. The agreement encompasses the purchase of Blackwell and the upcoming Rubin GPUs, alongside Grace and Vera CPUs, and Spectrum-X Ethernet networking equipment for Meta’s global AI data centers. Historic Deployment of Standalone CPUs This deal marks a significant milestone for NVIDIA, as Meta becomes the first hyperscaler to initiate a large-scale NVIDIA Grace-only deployment . Unlike traditional AI servers that pair CPUs with GPUs, Meta is utilizing standalone Grace processors to power backend data center tasks and "agentic AI" workloads that do not require GPU acceleration. Current and Future Hardware Roadmap: Immediate Infrastructure: Meta is currently scaling its systems with the GB300 architecture (Grace + Blackwell). Future-Proofing: The agreement incl...

NVIDIA CEO Jensen Huang officially unveiled the architecture details of this year's upcoming Rubin chip at CES 2026. The chip is currently in production and mass shipments are expected to begin in the second half of this year. The Rubin platform comprises six components: a Vera CPU, a Rubin GPU, an NVLink 6 switch, a ConnectX-9 SuperNIC, a BlueField-4 DPU, and a Spectrum-6 Ethernet switch. It supports AI training and processing with reduced total cost. Huang stated that the current challenge in the AI ​​hardware world is the demand for both training and inference of AI models increasing faster than hardware capabilities can support, and Rubin addresses this problem. With five times better performance compared to the Blackwell architecture,