Nvidia signs multiyear AI chip supply agreement with Meta amid sustained infrastructure demand

Summary

• Nvidia has signed a multiyear agreement to supply Meta with millions of AI chips
• Financial terms were not disclosed; analysts say the deal could run into tens of billions of dollars
• Agreement highlights continued hyperscaler investment in AI infrastructure
• Nvidia strengthens its position as a leading supplier of data-center AI hardware

SAN FRANCISCO — Feb. 18, 2026 — Nvidia has entered a multiyear agreement to supply Meta Platforms with millions of artificial-intelligence chips, underscoring sustained demand from major technology companies investing heavily in computing infrastructure.

Financial terms of the agreement were not disclosed. Industry analysts estimate the value could run into tens of billions of dollars over several years, reflecting the scale of Meta’s AI expansion.

Deal covers current and future AI platforms

The partnership includes Nvidia’s current and next-generation AI chips as well as related data-center processors, supporting Meta’s growing needs for training and running large AI models.

Nvidia executives said the agreement reflects increasing adoption of its broader computing platform, which combines accelerators, CPUs, networking, and software to support large-scale AI workloads.

Strategic implications for the AI infrastructure race

The deal highlights how hyperscale companies are locking in long-term supply arrangements to secure access to advanced semiconductors amid intense competition in AI development.

Meta is also investing in custom silicon and exploring alternative suppliers, part of a wider industry trend toward diversifying compute resources.

For Nvidia, the agreement reinforces its leadership in AI hardware as it competes with Advanced Micro Devices and Intel to expand beyond standalone GPUs into full data-center platforms.

Why Nvidia highlighted the partnership

Although Nvidia does not disclose revenue by customer, large cloud and internet companies account for a significant share of its data-center sales.

Highlighting the agreement signals continued strong demand and offers investors greater visibility into future growth, particularly as markets scrutinize the scale of AI-related capital spending.

Why this matters

The partnership confirms that the AI investment cycle remains firmly intact, with major platforms committing to long-term infrastructure expansion.

Such agreements not only secure supply for customers but also provide predictable demand for chipmakers, shaping the competitive landscape of the global semiconductor industry.

FAQs

Q1: What does the agreement include?

Millions of AI chips along with supporting data-center technologies.

Q2: How much is the deal worth?

Terms were not disclosed; analysts estimate it could total tens of billions of dollars over time.

Q3: Why is the deal significant?

It demonstrates continued hyperscaler spending and reinforces Nvidia’s leadership in AI infrastructure.

Q4: Is Meta relying only on Nvidia?

No, Meta is also developing in-house chips and exploring additional suppliers.

Q5: What does this mean for competitors?

It increases pressure on rival chipmakers to match performance, capacity, and platform integration.