Nvidia Secures Multi-Year GPU, Grace CPU Deal With Meta and Sells Arm Stake
Nvidia agreed a multi-year deal to supply Meta with millions of GPUs and Grace CPUs, marking the first hyperscaler deployment of its CPU-only Grace chips and boosting shares. The company also divested its remaining Arm stake in Q4 and will release fiscal Q4 results one week after the close.
1. Multi-Year Meta GPU and CPU Supply Deal
Nvidia and Meta Platforms finalized a multi-year agreement under which Nvidia will deliver millions of its top-tier GPUs alongside its Grace CPUs, marking the first large-scale deployment of the CPU-only Grace architecture at a hyperscaler. This expansion underscores Nvidia’s strategy to capture a greater share of AI infrastructure spending across compute workloads.
2. Final Arm Stake Divestiture
During Q4, Nvidia disposed of its remaining shares in Arm Holdings, exiting its equity position while preserving licensing ties that grant access to Arm’s technology. The move streamlines Nvidia’s focus on internal chip design and partnerships for long-term AI and data center growth.
3. Upcoming Fiscal Q4 Earnings Release
Nvidia is set to report its fiscal fourth-quarter earnings one week after markets close, an event that will reveal the financial impact of its Meta collaboration and recent cost management efforts, including gross margin trends and revenue growth drivers.