The artificial intelligence (AI) trade has evolved from a speculative gold rush into a heavily industrialized arms race. On Feb. 17, 2026, two of the market’s most dominant forces, NVIDIA (NASDAQ: NVDA) and Meta Platforms (NASDAQ: META), announced an expansion of their partnership.
This new multigenerational agreement moves beyond hardware purchasing, establishing a deep codesign collaboration intended to secure the computing infrastructure for the next decade. Investors immediately recognized the financial gravity of the deal. Following the announcement, NVIDIA shares climbed approximately 2.3% to near $189, while Meta shares gained 0.6% to around $641.
