Nvidia (NVDA) and Meta Platforms (META) recently announced an expanded partnership aimed at bolstering Meta’s artificial intelligence infrastructure across on-premises setups, cloud environments, and expansive data centers. Meta seeks to achieve superior performance and energy efficiency, addressing the growing computational needs of its platforms like Facebook, Instagram, and WhatsApp.
The deal underscores Nvidia’s deepening role in the AI ecosystem, where its GPUs already dominate. However, the finer details reveal why competitors Intel (INTC) and Advanced Micro Devices (AMD) should be on high alert.
This post originally appeared at Money Morning.