Meta’s $125B AI Investment Wins Nvidia CEO’s Full Backing
Jensen Huang doesn’t usually hand out compliments to companies he doesn’t have a stake in helping succeed. So when the Nvidia CEO said flatly that “nobody uses AI better than Meta” during a CNBC interview, the timing mattered as much as the words. The comment landed just as Meta’s stock was nursing a 7% decline, with investors growing anxious about the size of the company’s AI budget. For a story about Meta AI Nvidia dynamics, that contrast between Wall Street’s nerves and Huang’s confidence is exactly where the real news sits.
Key takeaways
- Nvidia CEO Jensen Huang said “nobody uses AI better than Meta” in a CNBC interview, backing the social media giant’s AI strategy.
- Meta shares had recently fallen 7% before rebounding nearly 1% in premarket trading after Huang’s remarks aired.
- Meta plans capital expenditures of $125 billion to $145 billion for 2026, almost entirely directed at AI infrastructure.
- Out of 64 analysts covering the stock, 57 rate Meta a “Buy” or higher, with price targets implying roughly 38% upside.
- Nvidia remains the dominant supplier of GPUs powering Meta’s AI systems, tying the chipmaker’s own fortunes to Meta’s success.
Nvidia CEO Jensen Huang Endorses Meta’s AI Strategy
Jensen Huang’s endorsement of Meta AI capabilities is less a casual aside and more a signal to a market that had started to doubt Meta’s spending discipline. His exact phrasing during the CNBC sit-down left little room for interpretation: nobody, in his view, is deploying artificial intelligence more effectively than Meta right now.
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