Meta Platforms Just Gave Incredible News for Nvidia Investors

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RegExp("[?&]notifications=1(&|#|$)");"desktop"===y&&i&&b.test(window.location.search)&&(i.checked=!0)};ge("ybar-mod-notification",(function(e){var t={isUH3:"crunch"===e.getConfig().ytheme,notifContainer:document.getElementById("notification-container"),notifBadge:document.getElementById("notif-badge"),notifMenu:document.getElementById("ybarNotificationMenu"),notifMenuOpener:document.querySelector("#ybarNotificationMenu + label"),notifDropdown:document.getElementById("notifDropdownContainer"),tooltipContainer:document.querySelector(".".concat($n)),notifLabel:document.querySelector(".".concat(Xn))};t.notifDropdown&&so(e,t)}))}()}};]]>Harsh Chauhan, The Motley FoolSun, February 22, 2026 at 3:10 PM GMT+1 4 min readMeta Platforms (NASDAQ: META) 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.Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »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 (NASDAQ: NVDA) will be a big winner from the company's increased outlay.Let's look at the reasons why.Image source: Getty Images.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.Meta CEO Mark Zuckerberg added that the company will be using Nvidia's upcoming Vera Rubin data center chips to power its personal superintelligence platform. This isn't surprising, as Nvidia claims that its Vera Rubin platform can reduce the cost of AI inference by tenfold and the number of graphics processing units (GPUs) needed to train models by fourfold.Additionally, the power efficiency of Arm-based Grace CPUs has led Meta to go for the first-ever large-scale Grace-only deployment. All this is great news for Nvidia, which has entered 2026 with a solid order backlog that should lead to stronger growth in its data center business. Meta's announcement that it will purchase "millions" of chips from Nvidia is likely to boost its order book, setting the company up for potentially stronger growth in 2026.It is worth noting that Nvidia's foundry partner, Taiwan Semiconductor Manufacturing, is already on track to significantly boost its manufacturing capacity in 2026. Nvidia, therefore, should be able to fulfill a nice chunk of its huge backlog and the new orders that it is receiving, leading to a stronger-than-anticipated spike in its revenue and earnings this year.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P Futures6,861.25 +9.75 (+0.14%)Dow Futures48,887.00 +38.00 (+0.08%)Nasdaq Futures24,820.25 +57.50 (+0.23%)Russell 2000 Futures2,627.70 +1.40 (+0.05%)VIX21.01 +1.92 (+10.06%)Gold5,188.70 -36.90 (-0.71%)Trending tickersIBM International Business Machines Corporation 223.35 -33.81 (-13.15%)HIMS Hims & Hers Health, Inc. 15.51 -0.12 (-0.77%)PYPL PayPal Holdings, Inc. 44.05 +2.40 (+5.76%)NVO Novo Nordisk A/S 39.63 -7.79 (-16.43%)UBER Uber Technologies, Inc. 70.72 -3.14 (-4.25%)PortfolioSign in to access your portfolioSign inTop gainersACLX Arcellx, Inc. 113.75 +49.64 (+77.43%)IBRX ImmunityBio, Inc. 9.83 +1.13 (+12.99%)VRE Veris Residential, Inc. 18.81 +2.04 (+12.16%)VKTX Viking Therapeutics, Inc. 34.46 +3.43 (+11.05%)USAR USA Rare Earth, Inc. 18.79 +1.56 (+9.05%)Top losersNVO Novo Nordisk A/S 39.63 -7.79 (-16.43%)BLLN BillionToOne, Inc. 72.10 -13.32 (-15.59%)IBM International Business Machines Corporation 223.35 -33.81 (-13.15%)RNG RingCentral, Inc. 34.58 -4.92 (-12.46%)STEP StepStone Group Inc. 43.94 -6.13 (-12.24%)Most activeNVDA NVIDIA Corporation 191.55 +1.73 (+0.91%)NVO Novo Nordisk A/S 39.63 -7.79 (-16.43%)IBRX ImmunityBio, Inc. 9.83 +1.13 (+12.99%)SOFI SoFi Technologies, Inc. 18.22 -0.80 (-4.21%)PYPL PayPal Holdings, Inc. 44.05 +2.40 (+5.76%)Top economic eventsEarnings eventsMy earnings eventsEarnings events