ZACKS·2026-02-20 21:25Group 1 - NVIDIA has announced a partnership with Meta Platforms to deploy NVIDIA CPUs and millions of NVIDIA Blackwell and Rubin GPUs, enhancing Meta's AI capabilities [1][2] - This partnership will significantly support Meta's data center computing needs, aligning with its ambitious AI goals while providing NVIDIA with a substantial customer [2] - NVIDIA is set to report its earnings next week, with positive growth estimates of 70% for earnings and 67% for revenue, indicating strong investor sentiment [3][4] Group 2 - The Zacks Consensus Estimate for NVIDIA's Data Center revenue stands at $58.7 billion for the upcoming quarter, reflecting a year-over-year growth rate of 65% [5] - NVIDIA's Data Center sales have shown remarkable growth, with the upcoming quarter's estimate indicating continued strong performance [5] - Meta Platforms is committed to investing heavily in AI, forecasting total expenses for FY26 between $162 billion and $169 billion, primarily for infrastructure and talent compensation [8] Group 3 - The ongoing AI developments and partnerships are keeping investor interest high, with NVIDIA positioned as a leading stock in the AI sector [7][9] - Meta's significant spending on AI infrastructure underscores its commitment to advancing its AI initiatives [8] - NVIDIA maintains a Zacks Rank of 2 (Buy), reflecting its strong market position and growth potential [9]