AMD Stock: NVIDIA and Meta’s AI Partnership Fuels Growth Potential
Chicago, IL – February 23, 2026 – The artificial intelligence (AI) revolution continues to reshape the technology sector, and recent developments involving NVIDIA (NVDA) and Meta Platforms (META) are sending ripples through the market, impacting even AMD stock. A new partnership between these two “Magnificent Seven” members is intensifying interest in the AI buildout, presenting both opportunities and challenges for investors.
NVIDIA and Meta: A Powerful AI Alliance
Specifically, the collaboration will facilitate the large-scale deployment of NVIDIA CPUs and millions of NVIDIA Blackwell and Rubin GPUs, alongside the integration of NVIDIA Ethernet switches for Meta’s Facebook Open Switching System platform. This means Meta Platforms will be leveraging a substantial amount of NVDA’s AI chips and technology to power its data center computing needs, enabling META to achieve its ambitious AI goals while simultaneously providing NVDA with a significant customer.
NVIDIA’s Upcoming Earnings Report
Interestingly, NVIDIA is scheduled to release its earnings report next week, effectively concluding the Q4 earnings cycle. As a consistently late reporter, investors have grown accustomed to patiently awaiting NVIDIA’s results, which have been highly anticipated in recent years. Since late November 2025, both earnings and revenue estimates for the quarter have been positive, indicating implied growth rates of 70% and 67%, respectively. The stability of these estimates, particularly following the earnings releases of other AI-focused companies, is a strong positive signal.
Data Center Growth: The Core of NVIDIA’s Success
The Data Center segment remains the primary driver of NVIDIA’s growth. The Zacks Consensus Estimate for the quarter stands at $58.7 billion, representing a year-over-year growth rate of 65%. This growth has been remarkable, as illustrated by NVIDIA’s historical Data Center sales data. The upcoming quarter’s estimate of $58.7 billion further underscores this trend. You can find more information about NVIDIA’s performance at Zacks Investment Research.
Meta’s Massive AI Investment
It’s no secret that META is heavily investing in AI, as reflected in its full-year 2026 guidance. META forecasts total FY26 expenses in the range of $162 – $169 billion, with the majority allocated to infrastructure costs. Increased compensation for key talent supporting the AI buildout is the second-largest contributor to its FY26 expenses, highlighting the company’s commitment to this technology.
The Future of AI and its Impact on AMD Stock
The constant stream of AI-related news and partnerships shows no signs of slowing down. NVIDIA remains the leading AI stock due to its established position and Meta Platforms continues to be a major spender. While NVIDIA currently dominates, the increasing demand for AI infrastructure creates opportunities for other players, including AMD. As the AI landscape evolves, AMD’s competitive offerings in GPUs and CPUs could see increased adoption. NVIDIA currently holds a Zacks Rank #2 (Buy).
Disclaimer: Past performance is not indicative of future results. Investing involves risk, including the potential loss of principal. This information is for informational purposes only and does not constitute investment advice.
Source: This article originally published on Zacks Investment Research.
