AXIOS (Madison Mills) - Meta commits billions to Nvidia chips
Meta is doubling down on Nvidia AI chips , committing to spend tens of billions of dollars on the chipmaker's newest offerings and sending shares of both companies higher. Why it matters: Even though Meta is already one of Nvidia's biggest buyers, the deal is so big that it stands to boost both companies. Driving the news: Meta will buy millions of chips from Nvidia, ranging from standalone Grace CPUs to next-gen Blackwell GPUs and upcoming Vera Rubin systems, to use across its U.S. data center buildout. - This makes Meta the first Big Tech firm to commit to buying standalone central processing units from Nvidia, which are used to run AI rather than train AI. - This signals a shift toward inference over training, with the latter…