智通财经网·2026-02-17 23:24Core Insights - Meta has announced a significant multi-year partnership with Nvidia to deploy millions of Nvidia chips in its AI data centers, including the latest standalone CPUs and the next-generation Vera Rubin system [1] - The collaboration aligns with Meta's long-term vision of providing personalized superintelligence to everyone, as stated by CEO Mark Zuckerberg [1] - Following the announcement, Meta's stock rose over 1% in after-hours trading, while Nvidia's stock increased nearly 1%, and AMD's stock fell approximately 4% [1] Group 1: Partnership Details - The partnership marks an expansion of Meta's long-standing use of Nvidia GPUs, with a notable focus on the independent deployment of Nvidia's Grace CPUs in data centers [2] - Meta will be the first company to deploy Nvidia's Grace CPU independently at scale, which is designed for inference and "intelligent agent" workloads [2] - The next-generation Vera CPU is expected to be operational in Meta's data centers by 2027 [2] Group 2: Infrastructure Investment - This multi-year agreement is part of Meta's broader infrastructure expansion plan, with a commitment to invest approximately $600 billion in data centers and related infrastructure in the U.S. by 2028 [2] - Meta plans to construct 30 data centers, with 26 located in the U.S., including two major AI data center projects currently under construction [2] Group 3: Technology Integration - The agreement also includes Nvidia's networking technology, specifically the Spectrum-X Ethernet switches for GPU interconnects within large-scale AI data centers [3] - Meta will utilize Nvidia's security technology to support AI functionalities in products like WhatsApp [3] Group 4: Competitive Landscape - Despite the partnership with Nvidia, Meta is exploring other options, including the potential introduction of Google's Tensor Processing Units (TPUs) in 2027 and continuing to develop its own chips [3] - The industry is actively seeking alternative suppliers due to increasing AI compute demands and Nvidia's supply constraints, as evidenced by OpenAI's recent collaboration with AMD [3] Group 5: AI Model Development - Meta is developing a new foundational model named "Avocado" as a successor to the Llama series, although the latest version released last spring did not generate strong reactions from the developer community [4] - Meta's stock has experienced significant volatility, with its aggressive AI investments leading to a major single-day drop last October, followed by a rebound of approximately 10% after a strong revenue guidance announcement in January [4]