Why Nvidia's deal with Meta is an ‘Intel killer,' according to this analyst
MarketWatch·2026-02-18 18:19

Core Insights - The adoption of Nvidia CPUs indicates a potential major transition towards Arm-based chips in data centers [1] Industry Implications - The shift to Arm-based architecture could enhance performance and energy efficiency in data centers, aligning with industry trends towards more efficient computing solutions [1] - Nvidia's move may influence other tech companies to explore Arm-based options, potentially reshaping competitive dynamics in the semiconductor market [1]