Top Podcasts on NVIDIA and Meta Partnership
Updated: Feb 19, 2026 – 2 episodes
NVIDIA shares led market gains on February 18, 2026, following the announcement of a long-term partnership with Meta to utilize millions of NVIDIA chips for AI data centers. This development comes just ahead of NVIDIA's highly anticipated Q4 FY2026 earnings report scheduled for February 25, reinforcing its dominance in the AI hardware sector.
Three very different takes here — start with Better Offline for the bear case. They argue that the AI industry's reliance on debt and venture capital might not lead to sustainable profitability, questioning the long-term impact of NVIDIA's partnership with Meta. For a more optimistic view, Tech Brew Ride Home discusses NVIDIA's strategic moves in the AI sector and the potential benefits of their collaboration with Meta, despite challenges in the competitive Indian market. Both podcasts provide insightful perspectives, but Better Offline's critical analysis is a must-listen for understanding the potential pitfalls.
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Ridealong has curated the best podcasts and clips about NVIDIA Shares Surge Due to New Meta Partnership. Listen now.
Podcast Episodes Covering This Story
At a glance
The podcast segment highlights NVIDIA's strategic partnerships in the AI sector, emphasizing the broader implications of its collaboration with Meta, while also discussing the competitive landscape in India, which could impact NVIDIA's dominance.
Key quote from this episode
“Meta has committed to buying millions of NVIDIA Blackwell and Rubin GPUs in a multi-year deal a source says Meta's in-house AI chip strategy didn't really get off the ground because of various technical challenges. Quoting the FT, NVIDIA, which for the past three years has been the chief beneficiary of the massive global spending spree on AI infrastructure, is facing increasingly forceful moves by its customers to reduce.”
The host presents a critical view of the AI industry's reliance on debt and venture capital, suggesting that the partnership between NVIDIA and Meta may not lead to sustainable profitability for either company.
“Every single part of the industry is fueled by a kind of subsidy, debt or equity. As a result, the AI bubble is really a stress test of the global venture capital, private equity, private credit, institutional and banking system and its willingness to fund all of this forever, because there isn't a single generative AI company that's got a path to profitability.”
The host presents a critical view of NVIDIA's partnership with Meta, suggesting that the AI market is propped up by unsustainable demand and questioning the profitability of AI startups relying on NVIDIA's technology.
“NVIDIA doesn't need compute. It just shut down its Amazon Web Services competitor. It's called DGX Cloud. It looks far more like NVIDIA is propping up an industry with non-existent demand. For AI data center deals to make sense, most startups would have to start becoming direct users of AI compute while also spending more on cloud compute services than they've ever spent.”
Sentiment Overview
Bullish (1)
Bearish (2)