26. February 2026
Meta Secures Tens Of Billions In Nvidia Deal As Ai-Powered Data Centers Take Shape
Meta’s Multi-Billion Dollar Deal with Nvidia to Power AI-Optimized Data Centers
Meta has signed a multi-year agreement with leading chipmaker Nvidia to purchase millions of Blackwell and Rubin GPUs. The deal, reportedly worth tens of billions of dollars, is expected to play a significant role in powering Meta’s planned hyperscale data centers optimized for AI training and inference.
According to separate press releases from Meta and Nvidia, the social media giant will use the chips to power its AI-optimized data centers across multiple locations worldwide. These data centers are designed to support Meta’s Superintelligence Labs division, which is focused on developing cutting-edge AI technologies that can be used in a variety of applications, including those related to social media, messaging apps, and more.
The partnership between Meta and Nvidia marks an important milestone in the growing trend towards edge computing, where complex AI algorithms are processed closer to where the data is generated, reducing latency and improving performance. This approach also enables organizations to better manage their data storage needs and reduce the risk of sensitive information being compromised.
As part of the agreement, Meta will adopt Nvidia’s Confidential Computing platform to deliver AI features within WhatsApp Messenger while ensuring data security and confidentiality. According to Nvidia, this technology enables data to be processed on remote edge or public cloud servers within a protected enclave of the processor, preventing unauthorized access to sensitive information.
The new technology is expected to provide users with enhanced privacy during computation, since end-to-end encryption only protects data while it is being transmitted to and from Meta’s servers. Moreover, this secured platform will enable third-party software providers and AI companies to safeguard their intellectual property, allowing them to collaborate securely without exposing sensitive data.
“@Meta is deploying AI at scale through deep codesign across the full NVIDIA platform,” tweeted the Nvidia Newsroom on February 17. This partnership will enable the large-scale deployment of Nvidia CPUs and millions of Nvidia Blackwell and Rubin GPUs across multiple locations worldwide.
The deal has significant implications for the AI industry, as it positions Meta as a major player in the development and adoption of confidential computing technology. By leveraging this technology, Meta can enhance the security and performance of its AI-powered services, while also providing users with greater control over their personal data.
Meta is also developing its own custom AI chips, known as the Meta Training and Inference Accelerator (MTIA). Designed specifically for inference workloads in the company’s hyperscale data centers, these chips feature processor cores based on a customized version of the open-source RISC-V architecture and are manufactured by TSMC using its 5nm process.
While the MTIA chips offer significant benefits in terms of performance and efficiency, they also pose some technical challenges and rollout delays. According to a Financial Times report, Meta is facing difficulties in deploying these new chips, which may impact their ability to meet the demands of its rapidly growing user base.
However, it’s worth noting that the MTIA chips are designed to supplement – not replace – Nvidia’s accelerators, meaning the partnership between Meta and Nvidia will likely continue even after the MTIA chips are fully deployed. This underscores the complexity and depth of the relationship between these two companies, which are working together to develop and deploy some of the most advanced AI technologies available today.
A recent report from the market research firm IDC suggests that Meta is planning to spend up to $135 billion this year on its Superintelligence Labs division, as well as its core social media business. A significant portion of this budget was expected to go toward purchasing Google’s Tensor chips, although it remains unclear whether those plans will proceed following the new deal with Nvidia.
The implications of this deal are far-reaching and multifaceted, and they have significant implications for the AI industry as a whole. As organizations like Meta continue to invest heavily in the development and deployment of cutting-edge AI technologies, we can expect to see significant advancements in areas such as natural language processing, computer vision, and more.
The recent deal between Meta and Nvidia has sent shockwaves through the tech industry, highlighting the growing importance of confidential computing technology in the development and deployment of cutting-edge AI applications. With its significant investment in AI research and development, Meta is well-positioned to take advantage of this emerging trend and unlock new possibilities for innovation.
Moreover, the deal underscores the strategic partnership between Nvidia and Meta, which will enable the large-scale deployment of Nvidia CPUs and millions of Nvidia Blackwell and Rubin GPUs across multiple locations worldwide. This partnership is expected to drive significant advancements in areas such as AI training, inference, and natural language processing, while also enhancing the security and performance of Meta’s AI-powered services.
In this rapidly evolving landscape, it’s clear that partnerships like this one will play a critical role in shaping the future of AI. By working together with leading companies like Nvidia, Meta can unlock new possibilities for innovation and drive significant advancements in areas such as computer vision, natural language processing, and more.
As we move forward, it’s essential to recognize the significance of confidential computing technology in the development and deployment of cutting-edge AI applications. By leveraging this technology, organizations like Meta can enhance the security and performance of their AI-powered services, while also providing users with greater control over their personal data.
Ultimately, the deal between Meta and Nvidia marks an important milestone in the growing trend towards edge computing and confidential computing technology. As we move forward, it’s clear that partnerships like this one will play a critical role in shaping the future of AI and unlocking new possibilities for innovation.