Intel Shares Slide as Meta’s Shift to Nvidia Grace CPUs Threatens Data Center Dominance

Intel shares fell approximately 1.5% on Wednesday. The stock continued to slide in pre-market trading on Thursday, February 19.

Meta Platforms expanded its partnership with Nvidia through a large-scale deployment of Grace CPUs. This deal marks a significant adoption of a competing architecture by a hyperscale cloud and AI customer.

Analysts expect Meta’s reliance on Nvidia’s integrated CPUs, GPUs, and networking hardware to erode Intel’s market share. The shift directly challenges Intel’s long-standing dominance in high-performance computing and AI infrastructure.