Meta Platforms is increasing its 2026 capex, benefiting Nvidia. Meta will order millions of Nvidia chips this year, potentially surpassing growth estimates. Meta plans to spend $115-135 billion on AI infrastructure, boosting Nvidia’s growth. Nvidia will see stronger revenue and earnings, with potential stock gains of 32%. Analysts expect a 53% revenue increase for Nvidia in fiscal 2027.

Meta Platforms and Nvidia have entered a strategic partnership for AI infrastructure. Meta will use Nvidia chips and CPUs in its data centers. Nvidia’s Vera Rubin chips will power Meta’s superintelligence platform. Nvidia’s order backlog and increased manufacturing capacity position it for strong growth. Analysts forecast Nvidia’s earnings to rise by 65% this year.

Consider buying Nvidia stock for potential gains, as analysts predict a strong performance. Nvidia’s stock price could jump to $247, offering a 32% upside. The Motley Fool’s top 10 stock picks may outperform Nvidia. Stock Advisor’s total average return is 904%, beating the S&P 500. Check out the latest top 10 stock list for investment opportunities.

Read more at Nasdaq: Meta Platforms Just Gave Incredible News for Nvidia Investors