Why Mark Zuckerberg's Meta new deal with Nvidia is 'bad news' for Intel and AMD

2026-02-19 - 06:43

Meta is significantly boosting its partnership with Nvidia, securing millions of the chipmaker's latest processors for its data centers. This extensive deal, covering both AI training and inference, also includes Nvidia's CPUs, traditionally Intel and AMD's territory. The move consolidates Meta's AI infrastructure, potentially impacting competitors and simplifying vendor management.