扎克伯格与黄仁勋签署超大规模协议，Meta将部署数百万颗英伟达芯片

Group 1 - Nvidia and Meta have established a multi-year strategic partnership focusing on local deployment, cloud, and AI infrastructure [1] - Meta will build a large-scale data center for AI training and inference, utilizing Nvidia's CPU and millions of Blackwell and Rubin architecture GPUs [1] - Meta becomes the first company to independently deploy Nvidia's Grace CPU, designed for data centers, AI, and high-performance computing [1] Group 2 - The partnership includes the deployment of Nvidia's Vera CPU, expected to achieve large-scale application by 2027, enhancing Meta's AI computing capabilities [3] - Meta will implement a unified architecture based on Nvidia's GB300 system, simplifying operations while maximizing performance and scalability [3] - The collaboration indicates a full-chain integration rather than simple chip procurement, raising questions about Meta's potential shift away from in-house chip development [3] Group 3 - As of February 17, Nvidia's stock closed at $184.97, with a market capitalization of $4.49 trillion, making it the highest-valued company in the U.S. stock market [4] - Meta's stock closed at $639.29, with a slight decline, resulting in a market capitalization of $1.62 trillion, ranking ninth in the U.S. stock market [4]