Will Nvidia’s ‘Surprise’ Announcement Today Finally Spark New Growth?

This isn’t wild conjecture. Just last month, Nvidia inked a massive multiyear deal with Meta Platforms ( NASDAQ:META ) to deploy millions of its Grace CPUs in standalone configurations, alongside Blackwell and upcoming Rubin GPUs. The partnership explicitly includes a roadmap for Vera CPU-only servers in 2027, signaling Meta’s bet on discrete CPUs for scaling AI workloads.Speculation has run wild in the weeks leading up to GTC. Some analysts expect details on the Rubin GPU architecture (successor to Blackwe ...