Nvidia Gains Bullish Momentum as Meta Deal Signals AI Infrastructure Boom

Nvidia’s expanded, multiyear partnership with Meta Platforms signals a sustained wave of AI infrastructure spending, with deployments spanning Grace CPUs, Blackwell GPUs, Rubin components, Spectrum-X networking and Confidential Computing for WhatsApp. Stifel analyst Ruben Roy argues the deal could involve tens of billions in Nvidia infrastructure spend and reinforces Nvidia’s long-term AI platform roadmap, backing a Buy rating with a $250 target, as the broader market remains bullish on accelerating AI capital expenditure.