Meta Expands Nvidia Bet: Millions of Chips Secure NVIDIA Stock?

Meta plans to deploy millions of Nvidia AI chips over the next few years, deepening its infrastructure partnership with Nvidia. The company will scale systems based on Blackwell and the upcoming Vera Rubin architecture—and, for the first time, integrate Nvidia’s Grace CPU at the core of its standalone computing systems.

avatarcalico
02-24 23:56
How can we utilise Nvidia newest CPU chip ?
Meta’s decision to deploy millions of NVIDIA AI chips is strategically significant, but the market question is not simply demand, it is durability of earnings and pricing power. 1. What this means fundamentally This confirms hyperscaler AI spending has moved from experimentation to infrastructure standardisation. Meta is no longer buying GPUs for training cycles alone. It is building persistent AI factories for recommendation engines, generative AI, and agent-based systems. Three important signals emerge: Blackwell → Vera Rubin continuity: Meta is committing to a multi-generation roadmap, reducing demand cyclicality. Grace CPU adoption: NVIDIA is expanding from GPU vendor to full-stack computing platform, increasing system revenue per deployment. Scale economics: Millions of chips imply lo
Reason why Nvidia still the main core! 
avatarxc__
02-19

Meta's Massive Nvidia Chip Haul: Locking In AI Dominance or Overkill Spending Spree? 🚀💥

$NVIDIA(NVDA)$ $Meta Platforms, Inc.(META)$ Meta's ramping up its AI arsenal in a big way, announcing plans to deploy millions of Nvidia chips over the coming years as it deepens ties with the semiconductor giant. This mega-bet scales systems on Nvidia's cutting-edge Blackwell architecture and the upcoming Vera Rubin platform, while – for the first time – weaving in Nvidia's Grace CPU at the heart of standalone computing setups. 😎 With Meta's capex already ballooning to fuel data center explosions, this partnership cements its push for generative AI supremacy in social, ads, and metaverse realms. But as Nvidia stock hovers near $140 after recent volatility, does this secure a rebound to $200 highs, or jus
Meta's Massive Nvidia Chip Haul: Locking In AI Dominance or Overkill Spending Spree? 🚀💥
Meta's decision to expand!!!!! its partnership with Nvidia, planning to deploy millions of Nvidia AI chips, signifies a significant deepening of their infrastructure collaboration. This move has several implications for both companies and the broader tech industry: Nvidia's Growth Prospects: The large-scale deployment of Nvidia's AI chips by Meta underscores the growing demand for advanced computing solutions in the tech sector. This partnership could contribute substantially to Nvidia's revenue growth, potentially securing its stock performance in the short to medium term. Meta's AI Ambitions: By integrating Nvidia's chips, including the upcoming Vera Rubin architecture and, notably, the Grace CPU into its standalone computing systems for the first time, Meta is bolstering its AI capabili
avatarOSJ
02-18
avatarTiger V
02-18
$NVIDIA(NVDA)$ I’ve increased my position in NVIDIA Corporation (NASDAQ:NVDA) following a reaffirmation of its Buy rating by Goldman Sachs, which also set a $250 price target—implying a potential upside of over 31% from current levels. The firm expects NVIDIA to deliver a beat-and-raise quarter, supported by strong supply-demand dynamics, growing adoption from non-traditional customers, and continued positive hyperscaler capex revisions through 2027. With its leading graphics, compute, and networking solutions, NVIDIA’s dual-segment business model positions it well to capitalize on accelerating demand in AI, cloud, and high-performance computing. This investment aligns with my strategy to hold high-quality, growth-driven tech leaders.
avatarCTJV
02-18
$NVIDIA(NVDA)$  McDaniel is back.

Nasdaq Snaps Losing Streak as AI Jitters Keep Pressure on Software Stocks

The $NASDAQ(.IXIC)$ finally ended its four-session losing streak Tuesday, edging up 0.1%, even as artificial intelligence concerns continued to weigh on software stocks. The $S&P 500(.SPX)$ and Dow Jones Industrial Average also gained 0.1%, with all three major averages reversing earlier intraday losses. While the headline moves were modest, underlying market activity suggests something far more dynamic is happening beneath the surface. Market Snapshot (Feb. 17, 2026) Dow Jones Industrial Average: 49,533.19 (+0.07%) S&P 500: 6,843.22 (+0.10%) Nasdaq Composite: 22,578.38 (+0.14%) Hot Stock: $Norwegian Cruise Line(NCLH)$ (+12.2%) Biggest Loser:
Nasdaq Snaps Losing Streak as AI Jitters Keep Pressure on Software Stocks
$NVIDIA(NVDA)$  holding for long term. 
avatarkoolgal
02-18
🌟🌟🌟We are now in the Year of the Fire Horse.  The Fire Horse doesn't do "slow and steady".  It is "fast and furious" like a galloping stallion.  The important thing to realise is Volatility is just the Fire Horse's way of stretching its legs. This year is about Freedom for me.  The freedom to set my success on Autopilot by Dollar Cost Averaging great stocks like $Alphabet(GOOG)$ and $NVIDIA(NVDA)$ .  It is also about the freedom to travel and experience different cultures of Europe and Asia. To The Wonderful Tiger Community and the Hardworking Staff of Tiger Brokers: May you realise every dream you envision and may your Hong Baos be overflowing with wealth beyond your dreams. H
$NVIDIA(NVDA)$  see what it happened?! Drop a bit then fly a lot ! Just simple and easy to get profit from this perfect share! $Advanced Micro Devices(AMD)$  waiting it fly too! Same thing apply to this and just hold and buy when it drop again! Gogogo!
avatarkoolgal
02-18
🌟🌟🌟Dollar Cost Averaging or DCA is my ultimate cheat code to Success On Auto Pilot.  If the Year of the Fire Horse is a high speed chase, DCA is my cruise control.  It keeps me steady while everyone else is slamming on the brakes in a panic! DCA is Leveling Up without sweat.   Here is why DCA is the secret sauce to my success: By investing a fixed amount every month into my thoroughbreds $Alphabet(GOOG)$ $NVIDIA(NVDA)$ I stop "guessing" the top.  I buy more shares when the market stumbles & fewer when it is sprinting. DCA removes FOMO (Fear of Missing Out) &  FOC (Fear of Crashing). Automating my DCA into $Schwab US Dividend
avatarMrzorro
02-13
Nvidia Earnings: Can a GB300 Boom and Early Rubin Launch Crush the Skeptics? Global AI chip leader $NVIDIA(NVDA)$   is set to release its FY26Q4 earnings after the bell on February 25. With the market currently buzzing with the "AI CapEx Bubble" narrative, this report is capturing worldwide attention. The core focus remains on the volume ramp-up of the GB300, mass production progress of Vera Rubin, and whether the company can provide strong guidance for growth in the coming quarter. FY26Q4 Core Financial Indicators – Revenue: Consensus estimate stands at $65.73 billion, representing a 67% increase YoY and 15% QoQ. The previous guidance was $65 billion. – Gross Margin: GAAP gross margin consensus is 74.8%, u

NVDA Preview: Beyond Hyperscalers, Secret Growth Engine

The market has reached a clear pricing consensus on $NVIDIA(NVDA)$ . The upward revisions to hyperscaler AI capex for 2026, as well as the successful ramp of the Blackwell platform, are now fully reflected in the stock. As a result, NVDA’s valuation framework has shifted away from being a pure “AI beta” trade toward a more structural question: Can the winner of the AI infrastructure buildout sustain its advantage into 2027 and beyond? At this stage, marginal buyers are increasingly focused on long-term visibility rather than near-term upside surprises. NVDA has effectively entered a valuation regime where narrative matters more than near-term financials. Core Investment Thesis 2027 Revenue Visibility Is the New Valuation Anchor Upside to NVDA’s 20
NVDA Preview: Beyond Hyperscalers, Secret Growth Engine
avatarPatmos
02-05
Navida is looking to the future very bullish 

An Invitation Letter from Tiger Brokers

BSB 086116 ACC 437596564 NAME OBAI AKEIR  Find out more here:An Invitation Letter from Tiger Brokers I have won a lot of awards in Tiger Brokers, come and see what rewards you have!
An Invitation Letter from Tiger Brokers

An Invitation Letter from Tiger Brokers

BSB 086116 ACC 437596564 NAME OBAI AKEIR  Find out more here:An Invitation Letter from Tiger Brokers I have won a lot of awards in Tiger Brokers, come and see what rewards you have!
An Invitation Letter from Tiger Brokers
Nvidia is good buy for long term gains.