Meta Platforms and Nvidia announced an expanded strategic partnership on February 17, 2026, establishing a comprehensive codesign collaboration focused on artificial intelligence infrastructure development. Under the agreement, Meta committed to deploying millions of Nvidia's Blackwell GPUs while adopting the company's next-generation Rubin architecture and Vera CPUs. The partnership also encompasses Spectrum-X Ethernet networking technology and Confidential Computing capabilities designed to enable privacy-preserving AI processing on encrypted data.
The partnership underscores Meta's substantial capital allocation toward AI infrastructure buildout. The social media and technology conglomerate projects capital expenditure between $115 billion and $135 billion for 2026 as it constructs dedicated compute clusters to support its Personal Superintelligence AI agent initiatives. This investment level represents a significant acceleration in Meta's infrastructure spending and reflects the company's commitment to developing proprietary AI capabilities at scale.
Market reaction to the announcement was measured but positive, with Nvidia's stock price increasing 2.3% and Meta's shares gaining 0.6% on the day of the announcement. The deepened partnership demonstrates continued demand for Nvidia's computing platforms among major technology companies and highlights the capital-intensive nature of contemporary AI development.