Blackwell

Technology

Last mentioned: 23h ago

Stories mentioning Blackwell 2

Partnerships Bullish

Nvidia Rallies as Meta Infrastructure Deal Reaffirms AI Capex Strength

Nvidia shares surged on February 18 following reports of a significant infrastructure agreement with Meta, signaling continued aggressive investment in AI hardware. The deal serves as a critical confidence booster for the semiconductor sector, alleviating recent investor concerns regarding a potential slowdown in hyperscale AI spending.

3 sources
Partnerships Very Bullish

Meta to Buy Millions of Nvidia Blackwell and Rubin Chips in Massive Deal

Meta Platforms has signed a multiyear agreement with Nvidia to purchase millions of AI chips, including Blackwell and upcoming Rubin GPUs. The deal, estimated to be worth tens of billions of dollars, marks the first large-scale deployment of Nvidia’s standalone Grace CPUs as Meta scales its infrastructure for personal superintelligence.

7 sources