Nvidia (NVDA) Stock: Why Meta Just Chose Nvidia Over Google to Expand AI Infrastructure

TLDR Nvidia and Meta expanded their multiyear AI chip partnership, with Meta deploying millions of Blackwell and Rubin GPUs and CPUs. No deal value was disclosed, but HSBC pegs a single GPU rack at ~$3M, with Rubin hardware priced ~40% higher. Meta’s move to Nvidia’s CPU servers threatens Intel and AMD’s foothold in its data [...]

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