By Derek Lewis
Publication Date: 2026-02-20 17:00:00
Another day, another AI headline. Unsurprisingly, NVIDIA NVDA is the one in the news again, with an announced partnership with fellow Magnificent 7 member Meta Platforms META keeping interest in the broader AI buildout red-hot.
Specifically, the partnership will enable the large-scale deployment of NVIDIA CPUs and millions of NVIDIA Blackwell and Rubin GPUs, as well as the integration of NVIDIA Ethernet switches for Meta’s Facebook Open Switching System platform.
In other words, Meta Platforms will deploy a massive number of NVDA’s AI chips and technology to power its data center computing needs, helping META achieve its lofty AI goals while also giving NVDA a huge customer.
NVIDIA Earnings Loom
Interestingly, NVIDIA headlines the reporting docket for next week, whose release will pretty much wrap up the Q4 cycle in general. The company is always a late reporter in the cycle, making investors be patient for the most highly-awaited release over the last several years.
As shown below, both earnings and revenue estimates for the quarter to be reported have been positive since late November of 2025, reflecting implied growth rates of 70% and 67%, respectively.
While we haven’t seen any major upward revisions in the new year so far, the stability here remains a big positive, reflecting continued bullishness overall, particularly following the release of many companies involved in the AI buildout over…
