Meta announced a new long-term partnership with NVIDIA, committing to purchase “millions” of NVIDIA Blackwell and Rubin GPUs. As part of the deal, Meta will deploy NVIDIA Confidential Computing within WhatsApp to enable AI-powered features while ensuring user data confidentiality and integrity. This technology secures data during computation, rather than solely in transit, and allows Meta and third-party AI agent providers to protect their intellectual property.
Meta will be the first company to deploy NVIDIA Grace CPUs in a standalone configuration, without pairing them with GPUs, to support inference and agentic workloads. The company will also utilize NVIDIA Spectrum-X Ethernet switches in its infrastructure.
This partnership aligns with Meta’s previously announced plan to invest up to $135 billion in AI infrastructure in 2026. Analysts estimate the NVIDIA portion of this spending could reach the tens of billions of dollars. Meta’s broader infrastructure expansion includes plans to build up to 30 data centers, 26 of which will be in the U.S., by 2028 as part of a $600 billion commitment.
