Meta to Deploy Millions of Nvidia GPUs as OpenAI Eyes $40B Funding
Meta has expanded its multiyear partnership with Nvidia, committing to deploy millions of Blackwell and Rubin GPUs plus Nvidia CPUs across its hyperscale data centers. OpenAI is seeking up to $40 billion in funding from key suppliers, including Nvidia, to scale its data center capacity by early 2026.
1. Meta Expands AI Chip Deployment
Meta and Nvidia have broadened their multiyear AI infrastructure agreement to include deployment of millions of Nvidia Blackwell and Rubin GPUs alongside Nvidia CPUs across global hyperscale data centers, reinforcing Meta’s push to scale generative AI services.
2. OpenAI Seeks $40 Billion Funding Round
OpenAI is in talks to secure up to $40 billion from major tech partners—Nvidia, Amazon and Microsoft—to fund data center expansion and computing capacity, with the funding round expected to close in the first quarter of 2026.
3. Implications for Nvidia Demand
The combined effect of Meta’s expanded GPU commitments and potential Nvidia participation in OpenAI’s funding round is projected to drive a surge in data center chip demand, bolstering Nvidia’s revenue outlook through 2026.