Nvidia stock up 2.4% after multiyear Meta partnership deal

Highlights

Nvidia shares gained 2.4% following the announcement of a multiyear AI infrastructure deal with Meta.
The partnership includes large-scale deployment of Blackwell and Rubin GPUs, Grace CPUs, and Spectrum-X networking across hyperscale data centers.
The agreement strengthens Nvidia’s position at the core of long-term AI capex expansion among major cloud and platform providers.

Nvidia is currently trading in the upper half of its recent range, holding comfortably above its 50-day and 200-day moving averages, both of which are trending higher. The 50-day average near the $178–$180 zone has acted as dynamic support during recent pullbacks, while the 200-day average near $150 continues to define the longer-term bullish structure.

From a momentum standpoint, the Relative Strength Index (RSI) on the daily chart is hovering in the 55–60 region, suggesting mild bullish momentum without entering overbought territory. This leaves room for further upside if buying pressure accelerates. Volume has picked up modestly on up days following the Meta announcement, indicating renewed institutional interest rather than purely retail-driven flows.

Nvidia stock price dynamics (December 2025 - February 2026). Source: TradingView

Immediate resistance stands at $195, followed by the key $200 psychological level. A sustained break above $200 would likely open the door toward $212, the upper boundary of the recent 52-week range. On the downside, initial support lies at $180, with stronger structural support between $170 and $175, where buyers previously stepped in during January’s corrective phase.

Meta deepens Nvidia alliance with Blackwell and Grace hyperscale rollout

Nvidia has formalized a multiyear strategic partnership with Meta to build hyperscale AI data centers dedicated to both training and inference workloads, significantly expanding the scale and scope of their collaboration. The agreement includes the deployment of millions of Nvidia Blackwell and Rubin GPUs across Meta’s infrastructure, alongside Nvidia CPUs, marking one of the largest AI hardware commitments globally. This positions Nvidia not only as Meta’s primary accelerator supplier but as a foundational infrastructure partner in the company’s long-term artificial intelligence roadmap.

A key highlight of the partnership is Meta’s continued expansion of Arm-based Nvidia Grace CPUs for production data center applications, representing what the companies describe as the first large-scale Grace-only deployment. Looking ahead, the collaboration also includes potential rollout of Nvidia Vera CPUs, with possible large-scale implementation targeted for 2027. On the networking side, Meta will integrate Nvidia Spectrum-X Ethernet switches into its Facebook Open Switching System (FBOSS) to optimize large-scale AI workloads. The deployment of Nvidia GB300-based systems further reinforces the shift toward a unified, tightly integrated compute and networking architecture designed for AI-intensive environments.

Beyond hardware, the partnership extends into software, security, and architectural integration. Meta has adopted Nvidia Confidential Computing for WhatsApp private processing, enabling AI-driven capabilities while maintaining strict data confidentiality standards. Plans are in place to extend these confidential computing solutions across additional Meta platforms. The two companies are also collaborating at the engineering level to optimize AI models for Meta’s production-scale workloads, combining Nvidia’s end-to-end AI platform with Meta’s operational scale. This creates a unified architecture spanning on-premises data centers and Nvidia Cloud Partner deployments, strengthening Nvidia’s ecosystem lock-in while cementing its role at the core of hyperscaler AI infrastructure expansion.

Price forecast targets $200 breakout in near term

In the short term, Nvidia is likely to test $195 within the next one to two weeks if bullish sentiment persists. A decisive daily close above that level would increase the probability of a move toward $200. Given current momentum and positive news flow, a breakout attempt above $200 before month-end appears plausible. Options positioning around the $190–$200 strike range also suggests traders are preparing for increased volatility near this resistance zone.

In a bullish scenario, continued positive AI capex headlines and stable macro conditions could drive NVDA toward $210–$215 over the next four to six weeks. Such a move would require sustained volume expansion and confirmation from the broader Nasdaq index. A stronger-than-expected earnings update or upward guidance revision could further accelerate institutional inflows and compress the timeline for reaching these targets.

Bridgewater Associates increased its Nvidia stake by nearly 1.35 million shares, raising its total position to about $721 million at year-end. Nvidia now represents roughly 2.63% of Bridgewater’s $27.4 billion U.S. equity portfolio, making it one of the fund’s larger holdings.

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