By Simply Wall St
Publication Date: 2026-02-18 16:08:00
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NVIDIA (NasdaqGS:NVDA) and Meta Platforms announced a multiyear partnership to deploy large scale AI infrastructure across Meta’s global data centers.
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The agreement covers millions of NVIDIA AI chips, including Blackwell and Rubin GPUs and Grace and Vera CPUs, along with advanced networking hardware.
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NVIDIA’s full stack AI platform, including confidential computing, will be integrated into Meta’s generative AI and messaging projects such as privacy focused WhatsApp features.
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The collaboration involves deep codesign work between the two companies, shaping future hyperscale AI infrastructure architectures.
For you as an investor, this partnership places NVIDIA at the center of one of the largest AI infrastructure build outs currently planned by a single technology company. NVIDIA focuses on AI chips, systems and software platforms, and this arrangement reinforces how central its full stack offering can be for large scale customers that want tightly integrated hardware, networking and software.
The multigenerational scope means NVIDIA and Meta expect to work together across several future chip families and data center upgrades, not just current products. That kind of tight alignment can influence which architectures and features hyperscale buyers prioritize, and it may shape how other large cloud and internet…