Nvidia Secures Massive Multi-Year Supply Deal with Meta for GPUs and CPUs
Feb 19, 2026 (21 hr ago)
Positive
Nvidia finalized a multi-year agreement to supply Meta with millions of its advanced GPUs and CPUs, cementing a critical strategic alliance.
Dominant Strategic Alliance with Meta
- NVDA signed a multi-year partnership to supply Meta (META) with both GPUs and CPUs for its infrastructure needs1
- This agreement involves the delivery of millions of NVDA processors directly into Meta's expanding ecosystem1
- This major commitment strengthens NVDA's leadership position as the preferred supplier in the high-performance computing sector1
Strategic Divestiture and Competitive Landscape
- NVDA has completed the sale of its ownership stake in Arm Holdings (ARM) following previous regulatory hurdles1
- This divestiture may be a strategic response to regulatory concerns stemming from the attempted acquisition of Arm in 20201
- Despite the sale, NVDA continues to rely on Arm's underlying technology architecture for certain product lines1
Internal Product Momentum and Growth Metrics
Institutional Investor Positioning
- Y
Nvidia in focus: Meta partnership expanded, Arm stake sold
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