Nvidia is moving in on Intel and AMD's home turf
Nvidia just landed a massive multiyear deal with Meta for millions of GPUs — but the real story is that Meta will also deploy Nvidia's Grace CPUs as standalone servers for the first time at scale, putting Nvidia squarely in competition with Intel and AMD on their home turf. The timing is brutal for Intel, which is already struggling with capacity constraints, and signals a broader shift: as CPUs become increasingly important for AI inferencing and agentic workloads, Nvidia wants to own the full data center stack. Add reports of an Nvidia laptop chip in the works, and Intel and AMD suddenly have a fight on multiple fronts.