$NVDA $META BREAKING: Meta Signs a Multi-Year Partnership with NVIDIA to Build AI Infrastructure As per the deal: - Meta expands NVIDIA CPU deployment and significantly improves performance per watt in its data centers. - Meta scales out AI workloads with NVIDIA Spectrum-X Ethernet, supporting network efficiency and throughput. This one seemed pretty obvious...Zucks raised CapEx guide to around $130B and Jensen last week said Meta has been the single best company in utilizing AI for their recommendation engines. Looks like a decent chunk of that CapEx spend, which already was going to Nvidia, will continue going to them. AI datacenter buildout cycle is simply not over.