Meta and NVIDIA Announce Multiyear, Multigenerational AI Infrastructure Partnership

Summary

NVIDIA and Meta announced a multiyear, multigenerational strategic partnership on February 17, 2026 to advance Meta's long-term AI infrastructure roadmap. The deal involves deployment of millions of NVIDIA Blackwell and Rubin GPUs across Meta's data centers, alongside NVIDIA Spectrum-X Ethernet switches for AI-scale networking. Bloomberg reported the deal is likely worth tens of billions of dollars. Meta has previously committed to spending $600 billion in the U.S. by 2028 on data centers and re