Meta, already a top customer for Nvidia, will use their chips in a «large-scale deployment» to build out data centers «optimized for AI training and inference,» they say.
The cost of the deal will likely run into the tens of billions of dollars or more, CNBC reckons, and includes access to future chips as well as the current Blackwell and Vera Rubin generations.
— We do expect a good portion of Meta’s capex to go toward this Nvidia build-out, chip analyst Ben Bajarin of Creative Strategies tells CNBC.
Reuters notes that Meta is likely one of the top three customers accounting for more than half of Nvidia’s sales.
Read more: Meta announcement, Nvidia announcement. Writeups on CNBC, Reuters and The Verge.