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.

Meta Platforms is expanding its relationship with Nvidia in a new deal that will see the social-media company purchase tens of billions of dollars’ worth of chips and other hardware for its artificial-intelligence needs.

Meta just announced a deal to buy "millions" of NVIDIA Blackwell and Rubin GPUs in a new long-term partnership.

Meta expands NVIDIA CPU deployment and significantly improves performance per watt in its data centers.Meta scales out AI workloads

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

Still the big name in the market today, NVIDIA (NASDAQ:NVDA) 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 on8.

The artificial intelligence (AI) trade has evolved from a speculative gold rush into a heavily industrialized arms race. On Feb. 17, 2026, two of the market’s most dominant forces, NVIDIA (NASDAQ: NVDA) and Meta Platforms (NASDAQ: META),

Nvidia shares rise after Meta expands its business with the chip designer.