"Meta just announced a deal to buy "millions" of NVIDIA Blackwell and Rubin GPUs in a new long-term partnership. As part of that, the social media giant will deploy NVIDIA's Confidential Computing for WhatsApp, "enabling AI-powered capabilities across the messaging platform while ensuring user data confidentiality and integrity." As part of the deal, Meta committed to using NVIDIA's Confidential Computing for WhatsApp messaging to allow AI inside the app while guaranteeing user data confidentiality."
"It also allows software creators like Meta or third-party AI agent providers "to preserve their intellectual property," NVIDIA wrote on a blog about the technology. Meta will also be the first to deploy NVIDIA's Grace CPUs in a standalone way, instead of incorporating them with GPUs. They're designed to run inference and agentic workloads when running in this fashion. Meta will also be using NVIDIA's Spectrum-X Ethernet switches."
Meta committed to purchase millions of NVIDIA Blackwell and Rubin GPUs under a long-term partnership to accelerate AI workloads. The company will deploy NVIDIA's Confidential Computing for WhatsApp, securing data during computation and enabling AI-powered messaging while protecting user confidentiality and intellectual property. Meta will be the first to use NVIDIA's Grace CPUs in a standalone configuration for inference and agentic workloads and will adopt NVIDIA's Spectrum-X Ethernet switches. The investment represents a significant portion of Meta's planned 2026 AI spending and supports an expansion of data center capacity as part of a multi-year buildout.
Read at Engadget
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