Nvidia has announced a comprehensive multi-year agreement with Meta to supply artificial intelligence chips and related technologies, marking a significant expansion of the companies' existing partnership. The deal encompasses current-generation Blackwell graphics processing units alongside future Rubin chips, as well as Grace and Vera central processing units. The contract also includes networking solutions and confidential computing technology, positioning Nvidia as Meta's primary supplier for a broad range of AI infrastructure components.
The partnership underscores the scale of investment required by major technology companies to develop and deploy large language models and other advanced AI systems. Meta's commitment to Nvidia's chip roadmap demonstrates confidence in the company's product pipeline and technological trajectory, while securing long-term supply for one of the industry's largest AI workload operators.
Nvidia's stock responded positively to the announcement, rising 1.85% in premarket trading to $188.40, building on a 1.20% gain from the previous trading session. The agreement reflects intensifying competition among hyperscale cloud providers to secure adequate semiconductor capacity for their AI infrastructure initiatives, with supply contracts becoming an increasingly critical competitive factor in the sector.