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. That technology will let Meta secure data during computation, not just when it’s being shuttled to a server. 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.
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Meta announced earlier this year that it would spend up to $135 billion on AI in 2026, so it’s not a surprise that a big chunk of that is going toward NVIDIA. However the numbers involved, likely in the “tens of billions” according to analysts, represent a significant expansion of the partnership between the two companies. Meta plans to build up to 30 data centers, including 26 in the US, by 2028 as part of a $600 billion commitment.
