Relationship

NVIDIA supplies Meta

NVIDIA supplies millions of AI chips for Meta's data center build-out under an expanded 2026 partnership, a deal analysts describe as certainly in the tens of billions of dollars.

From

NVIDIA

To

Meta

Importance

Critical

Confidence

80/100

Sources (2)

• Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs — CNBC / Meta Newsroom, February 17, 2026
• Meta Builds AI Infrastructure With NVIDIA — NVIDIA Investor Relations, February 17, 2026

History

• 2023-01-01Meta begins deploying custom MTIA v1 alongside NVIDIA GPUs: Meta first deployed its own MTIA (Meta Training and Inference Accelerator) chip, an early attempt to reduce reliance on NVIDIA for at least some inference workloads — even as NVIDIA GPUs remained the overwhelming majority of Meta's AI compute.
• 2024-01-01Meta becomes NVIDIA's largest single H100 buyer: Meta became the largest individual buyer of NVIDIA's H100 GPUs, even as it rolled out an improved MTIA v2 ("MTIA 300") with roughly 3x the performance-per-watt of v1 for its ranking and recommendation workloads.
• 2026-02-17Meta buys "millions more" NVIDIA chips despite custom silicon push: Meta agreed to buy millions more AI chips from NVIDIA (spanning Blackwell and the newly announced Vera Rubin platform) even while announcing four new generations of custom MTIA silicon (300/400/450/500) weeks later — underscoring that custom chips are supplementing, not replacing, NVIDIA as Meta's primary AI compute supplier.

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