--- title: "Meta partners with NVIDIA to expand strategic cooperation and accelerate AI data center layout, AMD's stock price falls in response" type: "News" locale: "en" url: "https://longbridge.com/en/news/276181306.md" description: "Meta has reached a multi-year collaboration agreement with NVIDIA to deploy millions of NVIDIA chips, including the latest standalone CPUs, in its AI data centers. The financial terms of this deal were not disclosed, but Meta's stock rose over 1% in after-hours trading, NVIDIA increased nearly 1%, while AMD's stock fell about 4%. Meta plans to increase its AI-related capital expenditures to up to $135 billion by 2026, with the collaboration with NVIDIA expected to reach several tens of billions of dollars" datetime: "2026-02-17T23:24:04.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/276181306.md) - [en](https://longbridge.com/en/news/276181306.md) - [zh-HK](https://longbridge.com/zh-HK/news/276181306.md) --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/276181306.md) | [繁體中文](https://longbridge.com/zh-HK/news/276181306.md) # Meta partners with NVIDIA to expand strategic cooperation and accelerate AI data center layout, AMD's stock price falls in response According to Zhitong Finance APP, Meta (META.US) announced a significant multi-year collaboration agreement with NVIDIA (NVDA.US), which will deploy millions of NVIDIA chips in its artificial intelligence data centers, including NVIDIA's latest standalone CPU and the next-generation Vera Rubin system. This deal was announced on Tuesday, but specific financial terms have not been disclosed. Meta CEO Mark Zuckerberg stated in a statement that this expanded collaboration will continue the company's long-term vision of "providing personal-level superintelligence for everyone in the world," a vision that was officially proposed in July this year. Following the announcement, Meta's stock price rose over 1% in after-hours trading, NVIDIA's stock increased nearly 1%, while AMD (AMD.US) saw a decline of about 4%. In January of this year, Meta revealed plans to increase AI-related capital expenditures to as much as $135 billion by 2026. Creative Strategies chip analyst Ben Bajarin pointed out that this collaboration with NVIDIA "is likely to reach hundreds of billions of dollars," and a significant portion of Meta's capital expenditures is expected to be directed towards NVIDIA-related computing power construction. Although Meta has been using NVIDIA GPUs for at least a decade, the breadth of this collaboration has clearly expanded. Among the highlights is the standalone CPU. Meta will become the first company to deploy NVIDIA's Grace central processing unit on a large scale in data centers, rather than integrating it with GPUs in servers as in the past. NVIDIA stated that this is the first time the Grace CPU has achieved true large-scale independent deployment. Bajarin noted that these types of CPUs are primarily designed for inference and "agent" workloads, serving as key supporting components for the Grace Blackwell or Vera Rubin racks. "Meta's adoption in large-scale scenarios validates NVIDIA's full-stack infrastructure strategy of simultaneously laying out CPUs and GPUs." According to the plan, the next-generation Vera CPU will be put into use in Meta's data centers in 2027. This multi-year agreement is also part of Meta's overall infrastructure expansion plan. The company has committed to investing approximately $600 billion in the United States by 2028 for data centers and related infrastructure construction. Currently, Meta plans to build 30 data centers, 26 of which are located in the United States. Its two major AI data center projects are under construction: the 1-gigawatt Prometheus project in New Albany, Ohio, and the Hyperion project in Richland Parish, Louisiana, which is expected to reach up to 5 gigawatts. In addition to computing power chips, the agreement also covers NVIDIA's networking technology, including the Spectrum-X Ethernet switch for GPU interconnects within large-scale AI data centers. At the same time, Meta will also utilize NVIDIA's security technology to support AI features for products like WhatsApp. However, Meta has not placed all its bets on NVIDIA. In November last year, reports indicated that Meta was considering introducing Google's (GOOG.US, GOOGL.US) Tensor Processing Units (TPUs) into its data centers by 2027, which once led to a decline of about 4% in NVIDIA's stock price In addition, Meta is also developing its own chips and continues to use AMD's products. With the surge in demand for AI computing power and the ongoing supply constraints from NVIDIA, industry giants are actively seeking a "second source of supply." Previously, OpenAI reached an important collaboration with AMD in October. Currently, NVIDIA's Blackwell architecture GPUs have been backordered for months, and the next-generation Rubin GPUs have only recently entered mass production. Through this agreement, Meta is believed to have secured a relatively ample supply of existing and next-generation computing power. The engineering teams from both sides will also engage in deep collaborative design to jointly optimize and accelerate Meta's cutting-edge AI models. At the model level, Meta is developing a new generation foundational model named "Avocado," which will succeed the Llama series. However, the latest version released last spring did not generate a strong response in the developer community. In recent months, Meta's stock price has experienced significant volatility, and its AI strategy has continued to spark divisions on Wall Street. The company faced its worst single-day drop in three years last October due to aggressive AI investments, but after announcing better-than-expected revenue guidance in January this year, the stock price surged by about 10% at one point ### Related Stocks - [Advanced Micro Devices, Inc. (AMD.US)](https://longbridge.com/en/quote/AMD.US.md) - [Meta Platforms, Inc. 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