Nvidia pushes into Intel and AMD's turf with a 'multigenerational' Meta deal (www.businessinsider.com)

Meta has announced a significant partnership with Nvidia to enhance its AI infrastructure, marking a "multigenerational" deal that underscores its deepening reliance on Nvidia’s technology. The agreement involves building data centers that will utilize millions of Nvidia's current and next-generation GPUs and, for the first time, CPUs. This strategic move may reduce Meta's dependency on other suppliers like Google and AMD, allowing it to consolidate its AI operations under a single vendor, which can simplify problem resolution for its IT teams. This collaboration is significant for the AI and machine learning community as it highlights Nvidia's expanding role in not just GPUs, where it has been dominant, but also in CPUs, an area traditionally led by Intel and AMD. By integrating both processing units, Nvidia aims to capture more spending and solidify its position in Meta's AI stack, particularly as AI workloads shift from model training to more efficient inference processes. The partnership also involves using Nvidia's networking equipment and confidential computing technology for applications within WhatsApp, further enhancing the capabilities of Meta's AI-driven services. As demand for AI infrastructure continues to rise, this deal places Nvidia in a strong position amid increasing competition from other tech giants.