# Is Meta and Nvidia a perfect partnership?

By Matt Britzman — 2026-02-18

Matt Britzman, senior equity analyst at Hargreaves Lansdown, said: “Meta just handed Nvidia a massive vote of confidence, expanding their partnership to include millions of chips, processors, networking gear, and security technology across its data centres – this is about as close to a full endorsement as it gets in the AI arms race.

“The deal is multi-year and multi-generational, stretching from today’s Blackwell GPUs through to next-gen systems, with Meta also becoming the first major company to deploy Nvidia’s CPUs as standalone server chips at scale.

“No dollar figure was given, and the real benefits will likely pull through in 2027 and beyond.

“But with Meta’s AI capex budget at up to $135 billion this year alone, this multi-year commitment is likely worth tens, potentially hundreds, of billions of dollars.

“That doesn’t mean Meta is putting all its eggs in one basket – they’ll still use AMD, develop custom in-house chips, and have been eyeing Google’s hardware – but the sheer breadth of this commitment, spanning GPUs, CPUs, networking and even privacy computing for WhatsApp, makes it clear who the preferred partner is.

“For anyone questioning Nvidia’s staying power at the top of the AI food chain, this deal is a pretty emphatic answer – and a timely reminder of why it features on our five shares to watch list for 2026.”

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