As AMD shares fell and Google's TPU ambitions stalled, Meta's sweeping commitment to Nvidia's full chip stack amounts to a strong vote of confidence that should (at least temporarily) settle investor nerves For Nvidia Corp (NASDAQ:NVDA, XETRA:NVD), the timing could hardly be better. After a rocky and roller coaster start to the year, the AI GPU maker received a welcome shot in the arm.
Nvidia stock has flatlined amid the competitive threat from Broadcom and other chip makers. But Meta Platforms is committing to purchases with the chip maker.
Meta Platforms remains a top holding among elite investors, reflecting strong institutional and professional fund manager confidence. META's recent FQ4 earnings and elevated 2026 CAPEX guidance triggered a market overreaction, which ignored the company's robust free cash flow and AI expansion. Despite higher expense forecasts, META's FCF is projected to average $35B in 2026–2027, comfortably co...
Nvidia has expanded its relationship with Meta Platforms in a big way, and that's weighing on the shares of companies who also want in on major chip business.
Madrid is requesting prosecutors investigate the social-media platforms for potential crimes against minors linked with the dissemination of images generated by artificial intelligence.
Nvidia on Tuesday said it has signed a multiyear deal to sell Meta Platforms millions of its current and future artificial intelligence chips, including central processing units that compete with products from Intel and Advanced Micro Devices.
Meta struck a massive chip deal with Nvidia that includes new standalone CPUs and next-generation GPUs and Vera Rubin rack-scale systems. The social media giant will also use Nvidia for networking technology and to support AI features on WhatsApp.
The new year has so far not been kind to the share price of Big Tech stocks, particularly the so-called Magnificent 7. These seven companies—Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla—are America's tech crown jewels.
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