Nvidia Secures Landmark AI Infrastructure Deal with Meta

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In a significant strategic move just one week ahead of its highly anticipated quarterly earnings report, Nvidia has finalized a multi-billion dollar partnership with Meta Platforms. Announced on Tuesday, the collaboration involves the supply of millions of artificial intelligence chips and signals a major expansion of Nvidia's ambitions into the central processing unit (CPU) market.

The two technology giants have entered into what they describe as a "multi-year, cross-generational strategic partnership" aimed at constructing AI infrastructure on a global scale. This agreement will see Meta's hyperscale data centers equipped with millions of Nvidia's semiconductor units.

Notably, the deal extends beyond Nvidia's current Blackwell AI graphics processing units (GPUs) to include its next-generation Rubin platform, scheduled for future release. A key development within the partnership is the planned large-scale, standalone deployment of Nvidia's Grace and Vera CPUs—products that compete directly with offerings from Intel and AMD.

Highlights of the collaboration include:

• The first major installation of Grace CPUs without being paired with GPUs.
• Integration of Arm-based Grace processors into Meta's production environment.
• Substantial gains in performance per watt of energy consumed.
• Implementation of Nvidia's Confidential Computing technology to enhance security for services like WhatsApp.

SoftBank Exits Position

Coinciding with news of the Meta deal, a recent regulatory filing revealed that SoftBank Group divested its entire stake in Nvidia during the fourth quarter of 2025. The 13F filing confirmed a complete exit by December 31, 2025.

The Japanese conglomerate had initially sold the shares in October for approximately $5.83 billion. Proceeds from that sale were directed toward SoftBank's $22.5 billion investment in OpenAI, alongside other artificial intelligence ventures.

Earnings Report Scheduled for February 25

Nvidia is set to announce its financial results for the fourth fiscal quarter, which ended on January 25, on Wednesday, February 25. Chief Financial Officer Colette Kress will issue a written commentary in advance of a conference call scheduled for 11:00 PM Central European Time.

Market experts are forecasting robust figures, largely driven by the ongoing production ramp of the Blackwell platform. Recent insider trading activity presents a mixed picture, however. CFO Kress sold 47,640 shares in early February for roughly $8.37 million, at prices ranging from $172.40 to $179.16 per share. Following these transactions, she retains direct ownership of 846,772 shares.

In a separate move, hedge fund manager David Tepper was reported to have reduced his fund's exposure to Nvidia, reallocating capital toward other semiconductor equities.

Strategic Positioning Ahead of Results

The newly cemented partnership with Meta underscores Nvidia's commanding role in building AI infrastructure while simultaneously highlighting its expanding aspirations within the CPU sector. The upcoming earnings release will provide further insight, offering the company's financial performance and its outlook for fiscal year 2027, including updates on both the Blackwell and Rubin development roadmaps.