Investment Insights: Spotlight on NVIDIA and Meta Platforms

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Chicago, IL – February 23, 2026 – NVIDIA Corporation (NVDA) and Meta Platforms, Inc. (META) have announced a partnership to enhance AI capabilities by integrating NVIDIA CPUs and millions of GPUs into Meta’s data centers. This collaboration is set to leverage NVIDIA’s technology to support Meta’s growing data computing needs.

NVIDIA is expected to report its Q4 earnings next week, with projections indicating a revenue estimate of $58.7 billion for its Data Center division, reflecting a year-over-year growth rate of 65%. Meanwhile, Meta plans to allocate between $162 billion and $169 billion for its total expenses in FY26, with significant investments directed towards AI infrastructure and talent.

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