Meta and NVIDIA Sign Multi-Year AI Infrastructure Deal

Meta and NVIDIA formalized a long-term partnership to co-develop AI infrastructure at scale, with Meta deploying NVIDIA's Vera Rubin platform for next-generation training clusters. The deal spans compute, networking, and confidential computing — notably securing WhatsApp's private messaging while running AI features on top of it. Spectrum-X Ethernet networking handles AI-scale connectivity across Meta's data centers with a focus on performance-per-watt gains. Zuckerberg framed the goal as delivering "personal superintelligence to everyone," which is a significant escalation from Meta's previous AI messaging around Llama model releases. The partnership follows a broader pattern of hyperscalers locking in multi-year GPU commitments with NVIDIA, joining similar deals from Microsoft, Google, and Oracle that have tightened supply for everyone else.