Nvidia partners Meta Platforms for AI chip deployment

Key Takeaways

• NVIDIA and Meta Platforms have a multiyear agreement for Meta to deploy millions of NVIDIA AI chips, including Blackwell and Rubin GPUs, and Grace and Vera CPUs, for its AI infrastructure.
• Meta plans substantial investments in AI infrastructure through 2026, with a significant portion dedicated to the NVIDIA expansion, aiming to develop personal superintelligence.
• NVIDIA Confidential Computing is integrated into the Meta deal to enhance privacy for products like WhatsApp.
• Amazon is a promising AI stock, showing strong growth in cloud computing and advertising, with free cash flow expected to improve from 2027 as AI infrastructure scales.
• Microsoft is accelerating cloud revenue and is considered a strong beneficiary of the AI buildout, alongside Micron Technology, which supplies essential memory for AI chipmakers.
• Fei-Fei Li's World Labs raised $1 billion and launched Marble, a multimodal generative world model that creates navigable 3D environments.
• Freeform secured $67 million in Series B funding for its AI-powered laser manufacturing technology, utilizing Nvidia H200 clusters.
• Amari AI, founded by former Google and LinkedIn engineers, raised $4.5 million to automate customs brokerage, managing over $15 billion in goods for clients.
• IQSTEL reported significant Q3 2025 revenue and launched its AI-Telecom integration product, IQ2Call.ai, showing strong investor interest.
• AI and autonomous vehicles are projected to disrupt auto insurance, with BMO Capital Markets forecasting a potential decline in the personal auto insurance market around 2040.

AI Stocks NVIDIA and IQSTEL Show Strong Investor Confidence

Analysts are very positive about investing in AI stocks like NVIDIA and IQSTEL as of February 2026. NVIDIA is partnering with Meta to build large data centers using millions of NVIDIA GPUs and CPUs, along with Spectrum-X Ethernet switches. Meta CEO Mark Zuckerberg expressed excitement about expanding this partnership to create personal superintelligence. IQSTEL also shows strong investor interest, with significant revenue in Q3 2025 and the launch of its AI-Telecom integration product, IQ2Call.ai.

NVIDIA and Meta Forge Major AI Chip Partnership

NVIDIA and Meta Platforms have agreed to a multiyear deal for large-scale AI infrastructure in Meta's data centers. This partnership involves millions of NVIDIA AI chips, including Blackwell and Rubin GPUs, and Grace and Vera CPUs, plus advanced networking hardware. NVIDIA's full AI platform will be integrated into Meta's generative AI projects, highlighting the growing need for AI computing power and Meta's significant expansion in AI capabilities.

Meta and Nvidia Announce Massive AI Chip Deal

Meta Platforms will deploy millions of Nvidia chips for its AI infrastructure in a significant multiyear agreement. The deal includes Nvidia's GPUs like Blackwell and next-gen Rubin, CPUs such as Grace and Vera, and advanced networking gear. This partnership strengthens Nvidia's market position and supports Meta's AI ambitions, potentially impacting competitors like Broadcom. Meta plans to invest heavily in AI infrastructure through 2026, with a substantial portion directed towards this Nvidia expansion.

Meta Nvidia AI Deal Boosts Meta's Valuation and Growth

Meta Platforms has partnered with Nvidia for its next-generation AI infrastructure, including large-scale deployment of Nvidia GPUs and Grace CPUs. The agreement also involves Nvidia Confidential Computing for enhanced privacy in products like WhatsApp. This deal is seen as a positive development for Meta's valuation and growth narrative, despite recent mixed share performance.

Top AI Stocks Micron Amazon Microsoft for Investors

Micron Technology is highlighted as a key AI stock because it provides essential memory storage for AI chipmakers. Amazon is also a promising AI stock, showing strong growth in cloud computing and advertising despite recent stock underperformance. Microsoft is experiencing a correction but continues to accelerate cloud revenue, offering diversification across various tech sectors. These stocks are considered strong beneficiaries of the ongoing AI buildout.

Top AI Stocks Micron Amazon Microsoft for Investors

Micron Technology is identified as a crucial AI stock due to its role in supplying memory storage for AI chipmakers. Amazon shows strong growth in cloud services and advertising, making it a promising AI investment despite recent stock sluggishness. Microsoft is currently in a correction phase but demonstrates accelerating cloud revenue and broad diversification. These three stocks are recommended for investors looking to benefit from the AI boom.

Amazon Stock Faces Selloff But AI Cash Flow Inflection Looms

Amazon.com, Inc. is considered a Strong Buy despite recent stock weakness and high capital expenditures (CapEx). In Q1 2025, the company showed strong profit growth driven by AWS, Ads, and North America. While free cash flow is currently pressured, it is expected to improve from 2027 as AI infrastructure scaling matures and CapEx intensity decreases. Amazon's long-term strategy focuses on AI, cloud, ads, and LEO satellite megatrends.

SEI Investments Focuses on AI and Capital Allocation

SEI Investments Company is prioritizing artificial intelligence integration and strategic capital allocation to create value. The company aims to improve its profit margins by 25 to 50 basis points over the next few years. As a leading provider of technology and investment management solutions for the financial services industry, SEI Investments has a strong track record and global presence. The company is committed to innovation and is well-positioned for future growth.

AI Disruption Threatens Auto Insurers Progressive Allstate

Artificial intelligence and the rise of autonomous vehicles could significantly impact auto insurance stocks like Progressive and Allstate. BMO Capital Markets predicts the personal auto insurance market could peak around 2040 and then decline annually due to reduced accidents from self-driving cars. While this impact is years away, stocks with high exposure to auto coverage may face valuation challenges. Progressive, with over 90% of its premiums from auto coverage, has already seen its stock decline.

Freeform Secures $67M for AI Laser Manufacturing

Freeform has raised $67 million in Series B funding to advance its AI-powered laser manufacturing technology. The startup uses Nvidia H200 clusters on its factory floor to precisely control industrial lasers, revolutionizing metal fabrication for clients like SpaceX. This funding highlights the convergence of AI hardware and industrial automation, aiming to address labor shortages and supply chain issues in manufacturing.

Ex Big Tech Engineers Use AI for Trade Chaos

Former Google and LinkedIn engineers Sam Basu and Arushi Vashist have launched Amari AI, a startup using artificial intelligence to help customs brokers navigate complex trade regulations. Amari AI automates data entry and paperwork, assisting brokers in managing goods valued at over $15 billion for more than 30 clients. The company has raised $4.5 million in funding and aims to modernize the largely paper-based customs brokerage industry, especially amid fluctuating trade policies.

Market Rotation Shows AI Problem Stocks Struggle

The stock market is experiencing a rotation that highlights challenges within the AI sector, causing stocks to struggle for momentum. Despite the overall market's difficulty in surpassing the 7000-point mark since late October, specific AI-related issues are contributing to this lack of spark.

Three High-Risk AI Stocks Could Make You Rich

Three high-risk AI stocks, C3.ai, BigBear.ai Holdings, and SoundHound AI, are identified as potential millionaire-maker investments. C3.ai offers enterprise AI software but struggles with profitability. BigBear.ai provides AI decision intelligence for government and defense, needing broader commercial expansion. SoundHound AI focuses on conversational AI and voice recognition but faces intense competition. These stocks offer high reward potential but come with significant risks and require thorough due diligence.

Fei-Fei Li's World Labs Raises $1 Billion for Marble Product

AI pioneer Fei-Fei Li's startup, World Labs, has raised $1 billion in new funding and launched its first product, Marble. Marble is a multimodal generative world model that creates navigable 3D environments from images, video, or text. This launch signifies the company's move from research to real-world application, with Marble offering freemium and paid access. The funding reflects a growing investment trend in 'world models' that can reason about and interact with the 3D world.

Sources

• AI Stocks Investing - Bullish Sentiment Still Holds for Key Stocks
• NVIDIA Meta AI Pact Highlights Long Term Data Center Investment Story
• Nvidia and Meta stocks move on massive AI chip deal
• Meta Nvidia AI Deal Tests Meta’s Valuation And Growth Narrative
• 3 No-Brainer AI Stocks to Buy Right Now
• 3 No-Brainer AI Stocks to Buy Right Now
• Amazon: 17% Selloff Masks AI Cash Flow Inflection Ahead Ignored By Investors
• SEI Investments Company (SEIC) Focused on AI Integration and Capital Allocation to Create Value
• AI disruption fear might strike auto insurers next. Two stocks are in the crosshairs
• Freeform Lands $67M Series B for AI-Powered Laser Manufacturing
• This former Big Tech engineers are using AI to navigate Trump's trade chaos
• This Market Rotation Highlights the AI Problem. Why Stocks Are Struggling for a Spark.
• 3 long-shot AI stocks that could make you a millionaire
• Fei-Fei Li’s Startup World Labs Raises $1 Billion In Fresh Funding, Launches First Product ‘Marble’