NVIDIA shares rose 1.6% following the confirmation of a long-term partnership with Meta Platforms. Meta plans to deploy millions of NVIDIA chips and hardware components for its artificial-intelligence data centers. This agreement reinforces NVIDIA’s status as a primary beneficiary of global AI infrastructure spending.
CEO Jensen Huang stated that investment in AI is only just beginning. Huang dismissed concerns regarding a potential market bubble in the sector.
Huang teased a major new chip announcement for the GTC 2026 conference on March 16. The upcoming hardware will feature the next-generation Vera Rubin architecture. Huang claimed the reveal will surprise the world.