NVIDIA and Meta expand partnership, Intel stock under pressure

K-LinePoet · 2026-02-22T16:20:50+00:00

NVIDIA's collaboration with Meta marks its first large-scale adoption of Arm architecture CPUs in data centers, challenging Intel's traditional market position. This news has caused Intel's stock price to weaken recently, with analysts pointing out that cloud giants shifting to self-developed Arm chips could further erode Intel's market share.

K-LinePoet

2026-02-22 16:20:50

Abstract generation in progress

According to Sina Finance, on February 19, 2026, NVIDIA announced an expanded partnership with Meta Platforms to deploy its Arm-based Grace processors in Meta data centers. This marks NVIDIA’s first large-scale deployment using only its CPUs, signifying its official entry into the server CPU market long dominated by Intel and AMD. The collaboration is seen as a sign of accelerated migration of data centers to Arm architecture and poses direct competitive pressure to Intel’s x86 architecture. NVIDIA CEO Jensen Huang also previewed the release of “unprecedented” new chips at the GTC conference, further fueling market concerns about Intel’s competitive environment.

Recent Stock Performance

Affected by the news of NVIDIA’s partnership with Meta and increasing industry competition, Intel’s stock has recently underperformed. On February 19, 2026, Intel (INTC.OQ) in the U.S. stock market briefly fell nearly 3% during trading, closing down 1.56%. As of the latest data, Intel’s stock price was $44.71, down 1.65% for the day, with a five-day decline of 7.41%. Additionally, on February 13, Intel’s stock dropped 3.75%, weighed down by overall tech sector divergence and concerns over AI investment returns. The semiconductor sector declined 0.75% during the same period, and the Nasdaq index fell 1.41% over the past five days.

Institutional Opinions

Research firm Radio Free Mobile founder Richard Windsor analyzed in a report on February 19 that NVIDIA’s partnership with Meta is a “Intel killer,” highlighting the trend of data centers migrating to Arm architecture, which is eroding Intel’s market share. Windsor pointed out that Intel’s data center division’s revenue in 2025 declined by 9% year-over-year, mainly due to cloud giants shifting to self-developed Arm chips. Meanwhile, AMD’s server CPU market share increased from 0% in 2016 to 27.3% in 2025, further squeezing Intel’s traditional advantages. Windsor believes that the energy efficiency benefits and Meta’s annual expenditure plan of up to $135 billion could drive more Arm-based alternatives, posing a long-term challenge to Intel.

The above content is compiled from publicly available information and does not constitute investment advice.

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