By Simply Wall St
Publication Date: 2026-02-19 17:16:00
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NVIDIA (NasdaqGS:NVDA) agreed a multi year AI infrastructure partnership with Meta to supply millions of AI chips, including CPUs, GPUs and networking technology, for Meta’s global data centers.
The collaboration aims to support Meta’s AI workloads across its platforms and advance confidential AI computing capabilities.
Separately, NVIDIA is working with Yotta Data Services in India on plans for more than 20,000 liquid cooled Blackwell Ultra GPUs in one of Asia’s largest AI superclusters.
The India buildout also includes a DGX Cloud deployment and open access AI development tools targeting enterprises, startups and developers.
NVIDIA, known for its AI focused GPUs and data center platforms, is pushing deeper into large scale infrastructure used by hyperscalers and national ecosystems. The Meta agreement highlights how central NVIDIA’s hardware and networking stack has become to training and running advanced AI models at internet scale. At the same time, the Yotta partnership ties NVIDIA’s growth closely to India’s ambitions to expand its role in global AI compute.
For investors looking at NasdaqGS:NVDA, these deals indicate where AI hardware demand is currently concentrated, both in big tech platforms and in country level infrastructure projects. The scale of these commitments also puts supply chain…
