The mega circular investments among the big technology firms continued. Meta Platforms (META) and Nvidia (NVDA) agreed on a multiyear partnership.
Nvidia will supply Meta with millions of Blackwell and the latest Rubin GPUs. These AI servers also have CPUs. In return, Meta will use those chips in its data centers.
Unfortunately, investors cannot gauge the impact that the deal will have on the gross revenue. Neither firm disclosed the size of the deal.
Assuming one H100 costs up to $40,000, a million units would have a sale value of $40 million.
META stock slumped unexpectedly in the last week. Shares spiked from around $600 in January to over $740 after reporting quarterly earnings.
NVDA stock has been in a holding pattern since last August 2025 at around $180.00. The stock is not likely make a meaningful move in either direction until it posts quarterly results on February 25.
Apple (AAPL) is trading in a wide range of $250 - $280. The stock trades above fair value at a price-to-earnings ratio of 33 times. The firm will pivot its core business in subscriptions and iPhones towards wearable devices. After seeing Meta Platforms find success with its Ray Ban augmented reality headset, Apple will develop a few wearable devices.
Consumers might expect Apple to offer smart glasses, a smart pendant, and AirPods that have AI capabilities.
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