Editorial illustration for Nvidia and Meta ink deal; Nvidia touts hardware for inference and AI training
Nvidia-Meta Deal Fuels Next-Gen AI Hardware Revolution
Nvidia and Meta ink deal; Nvidia touts hardware for inference and AI training
Nvidia locked in another computing deal this week, this time with Meta. While the contract's value stays under wraps, it specifically covers Nvidia hardware for both training AI models and running them—the crucial phase known as inference. This move follows a seismic bet Nvidia placed just months ago: a record $20 billion December agreement to license tech from inference specialist Groq and hire its CEO. Back in 2022, Nvidia's Jensen Huang told WIRED he already pegged inference at a hefty 40 percent of the company's data center business.
Meta’s signature on this deal signals a broader, frantic rush. The biggest AI labs—including those at trillion-dollar software giants—are now desperately seeking to diversify their compute suppliers. Connect the Groq acquisition to the Meta partnership.
A clear strategy emerges. Nvidia is making a deliberate, calculated push to command the exploding inference market, methodically positioning its hardware as the essential foundation for everything AI does.
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Open Source
Common Questions Answered
Why did the $100 billion Nvidia and OpenAI infrastructure deal stall?
According to [cnbc.com](https://www.cnbc.com/2026/02/03/nvidia-openai-stalled-on-their-mega-deal-ai-giants-need-each-other.html), Nvidia has expressed doubts about OpenAI's business model, and the negotiations have effectively been 'on ice'. Despite the initial high-profile announcement in September, no contract has been signed, and no money has changed hands between the two companies.
How is OpenAI responding to the deteriorating relationship with Nvidia?
[iajournal.net](https://www.iajournal.net/openai-partners-with-cerebras-for-lightning-fast-code-generation-as-nvidia-relationship-deteriorates/) reports that OpenAI has partnered with Cerebras Systems to develop a new GPT-5.3-Codex-Spark model that runs on Cerebras's wafer-scale processors. This strategic move allows OpenAI to explore alternative chip architectures while maintaining that GPUs remain foundational to their core infrastructure.
What alternative computing deal has OpenAI recently signed?
[Reuters](https://reut.rs/45cAS0w) revealed that OpenAI signed a $10 billion computing deal with Cerebras, purchasing up to 750 megawatts of computing power over three years. The agreement focuses on cloud services for inference and reasoning models, with Cerebras building or leasing data centers to support OpenAI's AI products.
Further Reading
- Meta agrees to buy millions more AI chips for Nvidia, raising doubts about its in-house hardware — SiliconANGLE
- Meta and NVIDIA Announce Long-Term Infrastructure Partnership — Meta
- Meta Builds AI Infrastructure With NVIDIA — NVIDIA Newsroom
- Meta Announces Long-Term Partnership with NVIDIA — Social Media Today
