Meta and Nvidia forge long-term AI infrastructure partnership to build hyperscale data centers

Meta, Nvidia Shares Move Higher On Long-Term AI Infrastructure Deal - Meta Platforms (NASDAQ:META)

Meta Platforms Inc (NASDAQ:META) shares are moving higher in extended trading Tuesday after the company announced a long-term infrastructure partnership with Nvidia Corp (NASDAQ:NVDA). Meta Platforms stock is building positive momentum. Why is META stock trading higher? Meta, Nvidia Ink Long-Term Deal Meta and Nvidia announced a long-term AI infrastructure partnership to support Meta's build-out of data centers optimized for AI training and inference. Meta said it will use Nvidia technology to help deliver substantial improvements in performance per watt. "Through deep co-design across CPUs, GPUs, networking, and software, we are bringing the full NVIDIA platform to Meta's researchers and engineers as they build the foundation for the next AI frontier," said Jensen Huang, founder and CEO of Nvidia. Under the partnership, engineering teams from both Meta and Nvidia are expected to optimize and accelerate state-of-the-art AI models across core workloads. Meta has also adopted Nvidia's Confidential Computing for WhatsApp private messaging and the company's Spectrum-X Ethernet networking platform for AI-scale networking. "We're excited to expand our partnership with NVIDIA to build leading-edge clusters using their Vera Rubin platform to deliver personal superintelligence to everyone in the world," said Mark Zuckerberg, founder and CEO of Meta. Tech Giants Get A Boost After Hours META, NVDA Price Action: Meta shares were up 1.11% in after-hours, trading at $646.40 at the time of publication. Nvidia shares were also higher, last up 1.10% at $187, according to Benzinga Pro. Image: Shutterstock.com Market News and Data brought to you by Benzinga APIs To add Benzinga News as your preferred source on Google, click here.

Nvidia, Meta stocks rise after expanded AI infrastructure pact; AMD sinks By Investing.com

Investing.com -- Nvidia (NASDAQ:NVDA) stock rose 1.75% in after-hours trading Tuesday, while Meta Platforms (NASDAQ:META) shares gained 2% following the announcement of a multiyear strategic partnership to expand Meta's AI infrastructure using Nvidia technology. The collaboration will involve Meta building hyperscale data centers optimized for AI training and inference, deploying millions of Nvidia Blackwell and Rubin GPUs along with Nvidia CPUs. The partnership also includes integration of Nvidia's Spectrum-X Ethernet switches into Meta's network infrastructure. "No one deploys AI at Meta's scale -- integrating frontier research with industrial-scale infrastructure to power the world's largest personalization and recommendation systems for billions of users," said Jensen Huang, Nvidia's founder and CEO. The agreement represents the first large-scale deployment of Nvidia's Grace-only CPUs, which are expected to deliver significant performance-per-watt improvements in Meta's data centers. The companies are also collaborating on deploying Nvidia Vera CPUs, with potential large-scale implementation in 2027. Meta has additionally adopted Nvidia Confidential Computing for WhatsApp to enable AI capabilities while protecting user privacy, with plans to expand these privacy-enhanced features across Meta's portfolio. Advanced Micro Devices (NASDAQ:AMD) stock fell 3% after hours following the announcement, as the expanded partnership potentially reduces opportunities for AMD to gain market share in Meta's AI infrastructure. Arista Networks (NYSE: ANET) stock fell about 11%.