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Last updated : 27/04/2026 - 13h32
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Meta Builds Its AI Infrastructure with NVIDIA

Meta and NVIDIA have announced the establishment of an artificial intelligence infrastructure. The announcement was made on February 17, 2026.


Meta Builds Its AI Infrastructure with NVIDIA

Partnership Formation

Meta and NVIDIA have established a partnership focused on building an artificial intelligence infrastructure. The two companies are collaborating in this technological field, with no further details provided at this stage.

Details of the Agreement

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The press release does not specify the amount of the commitment, the duration of the partnership, or the specific terms of this collaboration.

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Assurance vie

Context

Period
  • Period: 3T 2026
Guidance from the release
  • Blackwell sales are off the charts, and cloud GPUs are sold out.
  • Record Q3 revenue driven by Data Center ($51,2 billion). Strong gross margins (73,4 % GAAP). Significant customer and partner momentum (OpenAI, Google Cloud, Microsoft, Oracle, Anthropic, etc.). Substantial shareholder returns YTD and large remaining repurchase authorization.
Risks mentioned
  • Reliance on third parties for manufacturing, assembly, packaging and testing
  • Competition and technological development risks
  • Market acceptance and integration risks for products and partners
  • Regulatory and geopolitical risks
Opportunities identified
  • Accelerating compute demand across training and inference driven by AI
  • Large-scale partnerships and deployments (OpenAI 10 GW, Anthropic 1 GW, cloud providers)
  • New product families (Blackwell, Rubin CPX, BlueField-4) and performance leadership on MLPerf benchmarks
  • Geographic expansion investments (UK, Germany, South Korea, US manufacturing)
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