Meta Strikes Major Chip Deal with Nvidia for AI Expansion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 17 2026
0mins
Should l Buy META?
Source: Newsfilter
- Strategic Partnership Expansion: Meta's new agreement with Nvidia will enable the use of millions of Nvidia chips, including standalone CPUs and next-generation Vera Rubin systems in its AI data centers, significantly enhancing its AI processing capabilities and advancing Meta's vision of delivering personal superintelligence globally.
- Massive Investment Scale: Although specific financial terms were not disclosed, analysts estimate the deal's value to be in the tens of billions, with Meta planning to invest up to $135 billion in AI by 2026, demonstrating its long-term commitment to technological infrastructure.
- Cutting-Edge Technology Innovation: Meta becomes the first company to deploy Nvidia's Grace CPUs independently in its data centers, optimizing the processing efficiency of AI inference workloads and further solidifying Meta's competitive position in the AI sector.
- Data Center Expansion Plans: Meta aims to invest $600 billion in the U.S. by 2028 to build 30 data centers, including the Prometheus and Hyperion AI data centers currently under construction, reflecting its strong confidence in the future development of AI technologies.
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Analyst Views on META
Wall Street analysts forecast META stock price to rise
44 Analyst Rating
37 Buy
6 Hold
1 Sell
Strong Buy
Current: 579.230
Low
655.15
Averages
824.71
High
1117
Current: 579.230
Low
655.15
Averages
824.71
High
1117
About META
Meta Platforms, Inc. is building human connections, powered by artificial intelligence and immersive technologies. The Company's products enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) and mixed reality (MR) headsets, augmented reality (AR), and wearables. It also helps people discover and learn about what is going on in the world around them, enabling people to share their experiences, ideas, photos, videos, and other content with audiences ranging from their closest family members and friends to the public at large. The Company's segments include Family of Apps (FoA) and Reality Labs (RL). FoA segment includes Facebook, Instagram, Messenger, WhatsApp and Threads. RL segment includes its virtual, augmented, and mixed reality related consumer hardware, software and content. Its product offerings in VR include its Meta Quest devices, as well as software and content available through the Meta Horizon Store.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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