半导体行业观察·2026-02-18 01:13Core Viewpoint - Nvidia and Meta are expanding their long-term partnership, with Nvidia providing millions of Blackwell and Rubin GPUs, CPUs, and networking products for AI model training and operation in Meta's data centers [2][5]. Group 1: Partnership Details - The partnership involves the deployment of Nvidia's CPUs and millions of GPUs in Meta's data centers, leveraging Nvidia's cloud partners for additional resources [2][5]. - Nvidia's CEO emphasized Meta's unique capability to deploy AI at scale, combining cutting-edge research with industrial-grade infrastructure for billions of users [2][5]. - Meta is launching its first large-scale Grace CPU servers and plans to introduce the Vera CPU system by 2027, which will not include GPUs [2][5][6]. Group 2: Market Implications - This move may pose challenges for Intel and AMD, who have dominated the CPU server market for decades [3]. - Meta will also utilize Nvidia's confidential computing technology in its WhatsApp application for private data processing [3]. - Concerns have arisen regarding AI-related stocks, with Meta's stock down 3.3% and Microsoft's stock down over 17% since January 1, 2023 [3][4]. Group 3: Competitive Landscape - Nvidia's stock has decreased by over 1% this year, while AMD's stock has dropped over 5% [4]. - Analysts believe Nvidia is unlikely to lose its lead in AI due to the versatility of GPUs compared to more specialized chips like Google's TPU and Amazon's Trainium [4][6]. - The collaboration represents the first large-scale deployment of Nvidia Grace, enhancing performance through joint design and software optimization [6].