Meta Deploys Millions of Nvidia Grace CPUs, Vera Rubin Systems in AI Data Centers
Meta Platforms will deploy millions of Nvidia chips including standalone Grace CPUs and Vera Rubin systems in its AI data centers, marking the first large-scale use of standalone Grace CPUs beyond GPU pairing. UBS raised its price target on Nvidia from $235 to $245 and maintained a Buy rating.
1. Landmark Grace CPU Deployment
Meta Platforms is set to deploy millions of Nvidia chips, including standalone Grace CPUs and next-generation Vera Rubin systems, across its global AI data centers. This rollout represents the first major adoption of standalone Grace CPUs without paired GPUs and includes networking upgrades to support advanced AI features on platforms such as WhatsApp.
2. UBS Price Target Raise
UBS boosted its Nvidia price target from $235 to $245 and reiterated a Buy rating, highlighting the strategic importance of the expanded Meta partnership and surging demand for AI-focused data center hardware. The firm cited Nvidia’s leadership in AI computing and the revenue potential from large-scale CPU and system deployments as key drivers for the upgrade.