[SilverElfin]

Meta only recently announced a “long term” partnership with Nvidia:

https://about.fb.com/news/2026/02/meta-nvidia-announce-long-...

So how does this fit in? Is it a replacement for Nvidia’s portfolio of chips? Or just an alternative option to avoid dependency on one vendor? Something else?

[loeg]

CPUs and GPUs sit in pretty distinct niches; they don't substitute like you're implying.

[measurablefunc]

This is similar to AWS & their Graviton VMs.