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.

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.

Hyperscalers are likely to spend much more on AI infrastructure in 2026 than Wall Street initially estimated.

And while that was certainly the splashiest part of the news, the companies said the agreement will also see Meta roll out Nvidia Grace CPU-only servers in its data centers, the first large-scale deployment of the chips.