Daily Management Review

Meta to buy "millions" of chips from Nvidia as part of expanded AI partnership


02/19/2026


Meta has entered into a new long-term agreement with Nvidia Corp., where Nvidia will provide Meta with the necessary equipment to build and operate its AI data centers.



Meta plans to buy millions of Blackwell and Rubin chips, along with Grace and Vera CPUs, from Nvidia. The company has been utilizing Nvidia chips for a long time and will now become the first to introduce Grace CPUs as a separate product in data centers, instead of integrating them into servers.

The financial details of the agreement were not made public, but specialists believe the deal is valued at several billion dollars.

According to Creative Strategies analyst Ben Bajarin, speaking to CNBC, the deal is certainly valued in the tens of billions of dollars.”We expect a major part of Meta's spending on capital expenditures to be used for buying Nvidia's products,” he said.

In January, Meta declared its intention to invest up to $135 billion in building AI infrastructure by the year 2026.

source: cnbc.com