By Harsh Chauhan
Publication Date: 2026-02-22 13:50:00
Nvidia could deliver stronger-than-expected growth this year thanks to Meta Platforms’ latest commitment.
Meta Platforms (META +1.69%) is on track to spend big on artificial intelligence (AI) infrastructure this year, which isn’t surprising as the company is reaping the benefits of integrating AI into different areas of its business.
Meta management announced in January that it will increase its capital spending to a range of $115 billion to $135 billion in 2026, up from last year’s outlay of $72.2 billion. The tech giant has joined the ranks of other major cloud computing companies poised to spend big on AI hardware this year.
Meta says that its increased capital investment will support its Superintelligence Labs division and core business operations. And now, the latest announcement from the hyperscaler suggests that Nvidia (NVDA +0.94%) will be a big winner from the company’s increased outlay.
Let’s look at the reasons why.
Image source: Getty Images.
Meta Platforms has expanded its Nvidia partnership
On Feb. 17, Meta and Nvidia announced that they are entering into a “multiyear, multigenerational strategic partnership” to build AI infrastructure. Meta will deploy Nvidia’s Grace central processing units (CPUs), “millions of Nvidia Blackwell and Rubin GPUs,” and Ethernet switches in its hyperscale data centers to support both AI training and inference applications.
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