--- title: "Nvidia's new Meta deal may not be great news for these other tech stocks" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/276186338.md" description: "Nvidia's expanded partnership with Meta has negatively impacted shares of competitors like Broadcom, AMD, and Arista. Meta plans to build data centers using Nvidia's technology, which has led to a 2.3% drop in AMD shares and a 1.3% decline in Broadcom shares. Despite this, analysts suggest that Meta will continue to diversify its partnerships, viewing the deal as beneficial for Arm Holdings. Arista's shares fell 3.2%, but some analysts recommend buying the dip, indicating the deal is a reiteration of a previous agreement." datetime: "2026-02-18T01:01:47.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/276186338.md) - [en](https://longbridge.com/en/news/276186338.md) - [zh-HK](https://longbridge.com/zh-HK/news/276186338.md) --- > 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/276186338.md) | [English](https://longbridge.com/en/news/276186338.md) # Nvidia's new Meta deal may not be great news for these other tech stocks By Emily Bary Shares of Broadcom, AMD and Arista fell after Nvidia and Meta announced an expansion of their partnership Broadcom competes against Nvidia in the market for AI chips. Nvidia has expanded its relationship with Meta Platforms in a big way, and that's weighing on the shares of companies who also want in on major chip business. Through the latest version of the partnership, Meta (META) plans to build hyperscale data centers and deploy Blackwell and Rubin graphics processing units from Nvidia (NVDA). "We're excited to expand our partnership with Nvidia to build leading-edge clusters using their Vera Rubin platform to deliver personal superintelligence to everyone in the world," Meta CEO Mark Zuckerberg said in a release Tuesday. Meta will also integrate Nvidia's Spectrum-X Ethernet switches. See also: Can Nvidia's stock approach $400? Here's why earnings may mark the start of a big rally. The social-media company recently gave a forecast for $115 billion to $135 billion in capital expenditures for 2026, inclusive of finance leases. "Deep engineering co-design and software optimization efforts are expected to enhance performance per watt, scalability and operational efficiency, reinforcing Nvidia's position at the center of Meta's next-generation AI infrastructure roadmap," Raymond James analyst Simon Leopold said in a note to clients. Nvidia shares were up 0.7% in after-hours trading Tuesday, while Meta shares were gaining 0.6%. Elsewhere in the chip sector, there were bigger moves. Shares of Advanced Micro Devices (AMD), which is trying to compete against Nvidia in the GPU market, were off 2.3% after hours. Shares of Broadcom (AVGO), which makes application-specific integrated circuits that are an alternative to GPUs, were losing 1.3%. More from MarketWatch: AMD is falling behind, warns this analyst who says other chip stocks are better bets Still, Leopold wrote that he thinks Meta "will continue to multisource," meaning rely on different partners. And he called the new relationship an "obvious positive" for Arm Holdings (ARM), a chip designer. Shares of Arista Networks (ANET), which makes switching products that rival Nvidia's, were down 3.2% in Tuesday's extended session. But Evercore ISI analyst Amit Daryanani encouraged investors to "buy the dip" following a conversation with Arista's management team. He noted that the Nvidia deal with Meta is "more of a reiteration" of a previously announced agreement between the two companies, adding that the development isn't likely to impact Arista's guidance from last week. See also: Arista succeeds where Cisco came up short - to the benefit of its stock \-Emily Bary This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. (END) Dow Jones Newswires 02-17-26 2001ET ### 相關股票 - [AXS 1.5X NVDA Bear Daily ETF (NVDS.US)](https://longbridge.com/zh-HK/quote/NVDS.US.md) - [Direxion Daily AVGO Bull 2X Shares (AVL.US)](https://longbridge.com/zh-HK/quote/AVL.US.md) - [GraniteShares 2x Long NVDA Daily ETF (NVDL.US)](https://longbridge.com/zh-HK/quote/NVDL.US.md) - [Leverage Shares 2X Long AVGO Daily ETF (AVGG.US)](https://longbridge.com/zh-HK/quote/AVGG.US.md) - [VanEck Semiconductor ETF (SMH.US)](https://longbridge.com/zh-HK/quote/SMH.US.md) - [Invesco PHLX Semiconductor ETF (SOXQ.US)](https://longbridge.com/zh-HK/quote/SOXQ.US.md) - [Roundhill AVGO WeeklyPay ETF (AVGW.US)](https://longbridge.com/zh-HK/quote/AVGW.US.md) - [Direxion Daily AMD Bear 1X Shares (AMDD.US)](https://longbridge.com/zh-HK/quote/AMDD.US.md) - [GraniteShares 2x Long AMD Daily ETF (AMDL.US)](https://longbridge.com/zh-HK/quote/AMDL.US.md) - [Direxion Daily NVDA Bull 2X Shares (NVDU.US)](https://longbridge.com/zh-HK/quote/NVDU.US.md) - [Roundhill ARM WeeklyPay ETF (ARMW.US)](https://longbridge.com/zh-HK/quote/ARMW.US.md) - [Leverage Shares 2X Long ARM Daily ETF (ARMG.US)](https://longbridge.com/zh-HK/quote/ARMG.US.md) - [iShares Semiconductor ETF (SOXX.US)](https://longbridge.com/zh-HK/quote/SOXX.US.md) - [Direxion Daily NVDA Bear 1X ETF (NVDD.US)](https://longbridge.com/zh-HK/quote/NVDD.US.md) - [Defiance Daily Target 2X Long AVGO ETF (AVGX.US)](https://longbridge.com/zh-HK/quote/AVGX.US.md) - [SPDR S&P Semicon (XSD.US)](https://longbridge.com/zh-HK/quote/XSD.US.md) - [GraniteShares 2x Short NVDA Daily ETF (NVD.US)](https://longbridge.com/zh-HK/quote/NVD.US.md) - [T-Rex 2X Inverse NVIDIA Daily Target ETF (NVDQ.US)](https://longbridge.com/zh-HK/quote/NVDQ.US.md) - [Direxion Daily AMD Bull 2X Shares (AMUU.US)](https://longbridge.com/zh-HK/quote/AMUU.US.md) - [AMD (AMD.US)](https://longbridge.com/zh-HK/quote/AMD.US.md) - [GraniteShares 2x Long AVGO Daily ETF (AVGU.US)](https://longbridge.com/zh-HK/quote/AVGU.US.md) - [Direxion Semicon Bull 3X (SOXL.US)](https://longbridge.com/zh-HK/quote/SOXL.US.md) - [T-Rex 2X Long NVIDIA Daily Target ETF (NVDX.US)](https://longbridge.com/zh-HK/quote/NVDX.US.md) - [Meta Platforms (META.US)](https://longbridge.com/zh-HK/quote/META.US.md) - [T-Rex 2X Long ARM Daily Target ETF (ARMU.US)](https://longbridge.com/zh-HK/quote/ARMU.US.md) - [YieldMax NVDA Option Income Strategy ETF (NVDY.US)](https://longbridge.com/zh-HK/quote/NVDY.US.md) - [Invesco Semiconductors ETF (PSI.US)](https://longbridge.com/zh-HK/quote/PSI.US.md) - [Arista Networks (ANET.US)](https://longbridge.com/zh-HK/quote/ANET.US.md) - [Arm (ARM.US)](https://longbridge.com/zh-HK/quote/ARM.US.md) ## 相關資訊與研究 - [Tech Wrap March 30: OPPO Find X9 Ultra, WhatsApp on CarPlay, Blaupunkt](https://longbridge.com/zh-HK/news/281041030.md) - [Meta Superintelligence Labs is quietly building a hardware team](https://longbridge.com/zh-HK/news/281657591.md) - [Draft IT regulations may widen govt oversight on social media content](https://longbridge.com/zh-HK/news/281133616.md) - [Govt proposes to bring independent news creators under MIB purview](https://longbridge.com/zh-HK/news/281049326.md) - [Fractile Seeks $200 Million as Nvidia Faces Inference Pressure](https://longbridge.com/zh-HK/news/281215985.md)