Nvidia and Meta Sign Major AI Partnership
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 21 hours ago
0mins
Should l Buy META?
Source: Fool
- AI Partnership Agreement: Nvidia and Meta have signed a deal for Meta to utilize millions of Nvidia's Blackwell chips and networking technology in its data centers, which, while undisclosed in value, is expected to significantly enhance Meta's competitive edge in the AI sector.
- Positive Market Reaction: Following the announcement, both Nvidia and Meta saw slight increases in their pre-market stock prices, indicating market confidence in their AI expansion efforts, which could lay the groundwork for future growth.
- Optimistic Industry Outlook: Microsoft forecasts global AI spending to reach $650 billion by 2026, a 60% increase year-over-year, highlighting the rapid expansion of the AI market, positioning Nvidia and Meta favorably within this trend.
- CEO Insights: Nvidia's CEO Jensen Huang emphasized deep collaboration with Meta, while Meta's Mark Zuckerberg expressed aspirations to deliver “personal superintelligence” to users worldwide, showcasing the ambitious vision both companies have for the future of AI.
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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: 639.290
Low
655.15
Averages
824.71
High
1117
Current: 639.290
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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