Nvidia and AMD invest billions into Meta as companies egg each other on to bet even more on AI

This week both AMD and Nvidia have announced partnerships with Meta, securing both collabs and billions of dollars. All three companies are heavily invested in AI, and these deals are only more fuel for the fire.

Nvidia just announced its deal with Meta to "expand their partnership on Muse and the Muse family of models", and Meta, in turn, will expand Vera Rubin and Vera CPU deployment, as well as deploy Nvidia's Spectrum X Ethernet networking and BlueField-4 DPUs. Though Meta was probably buying all that stuff anyways, right?

Nvidia also said it was "considering other technological collaborations, including Nvidia OpenShell Reference Architecture to strengthen agency security and Nvidia Sentry for monitoring, structured, unstructured and graph data processing."

Importantly, Nvidia is also investing $3 billion into Meta. Money that may go elsewhere in Meta under a wholly different account book, but ultimately, Meta is spending a large amount of money on AI hardware from Nvidia. You see what's happening here? …