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Meta signs NVIDIA deal

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Highlights
 · 1d
Nvidia pushes into Intel and AMD's turf with a 'multigenerational' Meta deal
Meta is deepening its ties to Nvidia in a move that could further pressure Intel and AMD, even as AI demand remains strong.

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 · 1h
Nvidia is moving in on Intel and AMD’s home turf
 · 1d
Why Nvidia’s deal with Meta is an ‘Intel killer,’ according to this analyst
 · 11h
Chip startup Taalas raises $169 million to help build AI chips to take on Nvidia
Toronto-based chip startup Taalas said on Thursday it had raised $169 million and said it has developed a chip capable of running artificial intelligence applications faster and more cheaply than conv...

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 · 1d
Breakfast News: Nvidia And Meta Ink Huge AI Deal
 · 1d
Stock Market Today, Feb. 18: Nvidia Rallies As Meta Deal Boosts AI Confidence
 · 1d
Nvidia: The Market Wants Proof, Meta Just Gave It
On more positive news, the stock is up over 2.3% on Wednesday after the company announced a multi-year partnership with Meta for AI infrastructure.

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 · 1d
Nvidia’s Deal With Meta Signals a New Era in Computing Power
 · 1d
Nvidia Wins Meta Deal. Its Gain Is Broadcom’s Loss.
2d

Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs

Meta expands partnership with Nvidia in a deal likely worth tens of billions, for deploying millions of GPUs and new standalone CPUs in AI data centers
1h

Meta Just Made a Striking Move. And It's Excellent News for Nvidia.

Still, investors have worried about the increasing strength of products from rivals such as AMD -- and even moves by Meta, Amazon Web Services (AWS), and others to create their own chips. These new chips are cheaper than Nvidia's GPUs, offering them a clear selling point.
24/7 Wall St.
6h

Meta’s $115 Billion AI Bet Puts NVIDIA at the Center of a Multi-Year Spending Cycle

Still the big name in the market today, NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) shares dipped over the past week, but retail investors on Reddit are turning bullish after Meta Platforms (NASDAQ:META) announced a massive multi-year AI infrastructure deal on February 18.
1d

Did Nvidia CEO Jensen Huang Just Pull Off His Most Brilliant Move Yet?

CEO Jensen Huang runs the world’s largest company and his placement on the ‘Mount Rushmore’ of tech leaders is all but secured. Yet, what we’re seeing across the past six months might be his greatest work to date,
1d

Nvidia and Meta expand GPU team with millions of additional AI chips

Nvidia didn't reveal a dollar amount for the expanded deal, though it said that Meta will roll out the chips in its own data centers and lean on those available via Nvidia Cloud P
16h

QumulusAI Deploys 1,144 NVIDIA Blackwell GPUs Through Drawdown Under $500M USD.AI Facility

Drawdown under innovative financing marks initial phase of QumulusAI's 2026 GPU expansion roadmap targeting more than 23,000 GPUs by year-end
Gadget Review on MSN
14d

NVIDIA will not be releasing a single GPU in 2026

NVIDIA halts gaming GPU releases for first time in 30 years due to AI memory shortages, creating potential 3-year gap until RTX 60-series arrives in 2028.
1d

Meta agrees to buy millions more AI chips for Nvidia, raising doubts about its in-house hardware

Meta agrees to buy millions more AI chips for Nvidia, raising doubts about its in-house hardware - SiliconANGLE
24/7 Wall St.
5h

The Best Stocks to Buy with $1,000 in February: Why NVIDIA Is a Steal

If you have $1,000 to invest, it can be daunting to find the right stock to get started investing. Thankfully, I’m confident the market is handing investors an opportunity at the beginning of 2026 that could be the perfect stock to buy whether you have $1,
14d

NVIDIA reportedly won't release new graphics cards this year

That means gamers, already hard-pressed to find last year's RTX 50 series, likely won't get the expected "Super" version in 2026. On top of that, The Information says the delay will also push back NVIDIA's next-gen graphics card (likely "RTX 60"). That component was initially expected to begin mass production at the end of 2027.
2don MSN

Nvidia and Meta expand GPU team-up with millions of additional AI chips

Nvidia (NVDA) and Meta (META) announced an expanded multiyear, multigenerational partnership that will see Nvidia provide the social media giant with millions of its Blackwell and Rubin graphics processing units (GPUs),
1d

L&T and NVIDIA partner to build gigawatt-scale AI data centres in India

The venture will combine L&T’s engineering and infrastructure capabilities with NVIDIA’s hardware and software stack; including GPUs, CPUs, networking, storage platforms, and the NVIDIA AI Enterprise software suite.
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