Nvidia expands Meta AI partnership. Nvidia stock sits 9.83 percent below its high

Published on 10/28/2026 at 17:50 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Oracle plans multi-gigawatt Vera Rubin expansion on October 27, 2026. Nvidia stock costs EUR 195.01 on October 28, 2026, down 0.38 percent from the Xetra close.

Nvidia's AI demand broadens

Nvidia and Meta expanded their AI partnership, while Nvidia will invest USD 3 billion in Meta's equity offering.
Oracle plans a multi-gigawatt expansion of Vera Rubin systems and has made Vera Rubin NVL72 and Vera CPUs generally available on its cloud.
Nvidia stock was at EUR 195.01 at Lang & Schwarz on October 28, 2026, down 0.38 percent versus the EUR 195.76 Xetra close.

Nvidia, US67066G1040, Illustration mit AI erstellt.

Nvidia Corporation (ISIN US67066G1040) was at EUR 195.01 at Lang & Schwarz on October 28, 2026, down 0.38 percent from the Xetra close of EUR 195.76. The new market conclusion is broader than a single chip-order narrative: Nvidia is linking customer infrastructure expansion with direct capital exposure to an AI platform partner.

On October 27, 2026, Nvidia and Meta expanded their Muse partnership, planned broader deployment of Vera Rubin systems and Vera CPUs, and said Nvidia will invest USD 3 billion in Meta's equity offering, according to NVIDIA. The investment is a capital commitment, not reported revenue, but the combination connects Nvidia's hardware roadmap to Meta's agent ambitions.

Oracle adds infrastructure scale

Oracle supplied a second demand signal on October 27, 2026. Its cloud infrastructure plans include a multi-gigawatt expansion of NVIDIA Vera Rubin NVL72 systems, while Vera Rubin NVL72 and Vera CPUs became generally available on Oracle Cloud Infrastructure, according to NVIDIA. The significance is practical: the announcements describe both GPU-intensive training and CPU-intensive agent tasks, widening the workload base attached to Vera infrastructure.

Growth meets capital intensity

Nvidia's fiscal second-quarter revenue reached USD 96.22 billion for the period ended July 26, 2026, while diluted earnings per share were USD 2.46. The latest announcements therefore add deployment evidence to a business that already reported triple-digit year-over-year revenue growth, but the USD 3 billion Meta investment also highlights the capital required to deepen the ecosystem.

The stock's current euro quote is 9.83 percent below its 52-week high of EUR 216.25, using the matching Xetra quotation page. At Lang & Schwarz, Nvidia was trading at EUR 195.01 on October 28, 2026 at 5:47 p.m. CET, down 0.38 percent versus the Xetra close of October 28, 2026 at EUR 195.76. The further course of trading is shown by the continuously updated real-time quote of Nvidia stock.