Here’s the deal. Nvidia and Meta aren’t just continuing their relationship — they’re expanding it in a serious way. Over the next several years, Meta will bring millions of Nvidia’s Blackwell and Rubin GPUs into its data centers. CPUs, networking systems, the full Nvidia stack.No dollar figure was shared (which usually means it’s huge), but the scale says enough. This isn’t a small refresh. It’s a long-term AI infrastructure bet.

AI at Meta’s Scale Is No Joke

Jensen Huang didn’t mince words. He pointed out that no one deploys AI quite like Meta does. And honestly, that checks out. Billions of users. Personalized feeds. Recommendation systems that run nonstop.This isn’t AI sitting in a research lab. It’s AI working behind Instagram, Facebook, and WhatsApp every second of the day. That kind of scale demands serious hardware.

Not Just GPUs — Nvidia Is Moving Into CPU Territory

Here’s something interesting. Meta is also rolling out Nvidia’s Grace CPU-only servers. And in 2027, it plans to launch Vera CPU systems.That’s worth paying attention to. Intel and AMD have dominated the server CPU market for decades. If Nvidia starts carving out space there too, that could shake things up. Slowly at first. Then maybe faster.

WhatsApp Gets a Security Boost

Meta also plans to use Nvidia’s Confidential Computing technology in WhatsApp. In simple terms, that means private data processing handled securely through GPUs.AI plus privacy. That’s where things are heading.

Meanwhile, AI Stocks Have Cooled Off

Let’s zoom out for a second. AI-related stocks haven’t had the smoothest start to 2026.Meta shares are down a bit. Nvidia is slightly lower year-to-date. Microsoft has taken a heavier hit. Investors are nervous about spending levels, and some are questioning whether ultra-powerful GPUs are necessary for every AI task.It’s like using a supercomputer to send an email. Sometimes you need it. Sometimes you don’t.

The Competition Isn’t Standing Still

Amazon, Google, and Microsoft are building their own AI chips. Google’s TPUs. Amazon’s Trainium processors. Even Meta reportedly explored working with Google’s chips at one point.So yes, competition is real.But analysts still believe Nvidia has an edge. GPUs are flexible. They can handle a wide range of AI workloads, not just one narrow task. That versatility matters.

The Bigger Picture

At the end of the day, this partnership shows one thing clearly: Meta is going all in on AI infrastructure. And for now, Nvidia is still at the center of that story.The stock market might wobble. Investors might second-guess. But when companies are ordering millions of chips, they’re not thinking short term.They’re building for what comes next.