Meta Bets Billions on NVIDIA Chips to Bring AI to Your WhatsApp Chats

Meta has placed a massive order for NVIDIA’s next-generation Blackwell and Rubin graphics processors, a multi-billion dollar investment that will power artificial intelligence features directly within WhatsApp. The core of the new partnership hinges on a specialized NVIDIA technology called Confidential Computing, which Meta will use to introduce AI tools to the messaging platform’s billions of users.

This system is designed to protect personal data while it is actively being processed, not just when stored or transmitted. NVIDIA states the approach also safeguards the proprietary algorithms of Meta or any third-party AI developers it works with. In practice, it means future AI assistants or features in WhatsApp could analyze your messages to help with tasks without exposing the raw data or the AI’s own code.

The deal extends beyond chips for AI. Meta will be the first company to deploy NVIDIA’s Grace central processors as standalone units, optimized for running AI inference tasks. The company will also use NVIDIA’s high-speed Spectrum-X Ethernet networking technology in its data centers.

The investment aligns with Meta’s previously stated plan to spend up to $135 billion on artificial intelligence this year. Analysts estimate the NVIDIA portion alone runs into the tens of billions, marking a major escalation in the tech giant’s computing ambitions. This hardware will populate a new fleet of data centers, part of a broader $600 billion infrastructure plan that aims to construct up to 30 sites globally by 2028.