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Meta’s $115 billion AI bet puts NVIDIA at the center of a multi-year spending cycle

Quick Read Nvidia (NVDA) secured a multi-year AI infrastructure deal with Meta worth $115B to $135B in 2026 CapEx. Nvidia posted $57.01B in quarterly revenue with 62% year-over-year growth. Data ...
DatacenterDynamics

Meta and Nvidia sign multi-year partnership for CPU, GPU, and networking deployments

Meta has signed an agreement with Nvidia that will see it deploy the chipmaker’s CPUs alongside “millions” of Blackwell and Rubin GPUs and the Spectrum-X Ethernet networking platform.

NVIDIA And Meta Expand AI Platform Alliance With Millions Of GPUs, CPUs And Networking

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.
insideHPC

NVIDIA Announces DGX Cloud Lepton for GPU Access across Multi-Cloud Platforms

NVIDIA today announced at the Computex confence in Taiwan NVIDIA DGX Cloud Lepton — an AI platform with a compute marketplace that connects developers building agentic and physical AI applications ...
AEC Magazine

Review: Nvidia RTX Pro Blackwell GPUs

Review: Nvidia RTX ProBlackwell Series GPUs. Huge gains in AI, ray tracing, and memory, redefining performance and multitasking ...