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for: Tuesday, February 17, 2026



Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs

cnbc - Meta expands partnership with Nvidia in a deal likely worth tens of billions, for deploying millions of GPUs and new standalone CPUs in AI data centers


Deal reshapes competition, boosts Nvidia, pressures chip rivals

Nvidia (NVDA) Stock: Soars as Meta Expands Multiyear AI Chip Deal Covering Blackwell and Rubin GPUs

16 days / parameter / Yasmin Werner

NVIDIA Manages to Bag In One of AMD’s Biggest AI Customers, Meta, Offering Next-Gen Vera Rubin In a “Multi-Generational” Partnership

16 days / wccftech / Muhammad Zuhair

The Race for Who Has the Best AI Infrastructure Heats Up as AMD Denies Instinct MI455X Is Being Delayed, but Concerns About Large-Scale Deployment Remain

16 days / wccftech / Muhammad Zuhair

Meta agrees to buy millions more AI chips for Nvidia, raising doubts about its in-house hardware

17 days / siliconangle / Mike Wheatley

Nvidia and Meta enhance partnership with social media giant to deploy “millions” of its GPUs

17 days / sherwood / Luke Kawa

Nvidia secures multibillion-dollar Meta deal as it battles chip rivals

17 days / ft


Meta adopts Nvidia standalone CPUs for efficiency gains

Meta will deploy standalone Nvidia Grace CPUs in production, with Vera to follow — company sees perf-per-watt improvements of up to 2X in some CPU workloads

16 days / tomshardware

Meta will run AI in WhatsApp through NVIDIA's 'confidential computing'

16 days / engadget / Steve Dent

Meta already deploying Nvidia's standalone CPUs at scale

17 days / reddit / /u/-protonsandneutrons-

GPU who? Meta to deploy Nvidia CPUs at large scale

17 days / theregister / Tobias Mann


Meta's multiyear pact to buy millions of Nvidia chips

Meta inks deal to use millions of Nvidia’s chips in data centre build-out

16 days / siliconrepublic / Suhasini Srinivasaragavan

Meta and NVIDIA sign multi-billion dollar deal for millions of AI GPUs

16 days / dataconomy / Aytun Çelebi

Meta’s new deal with Nvidia buys up millions of AI chips

17 days / theverge / Stevie Bonifield

Nvidia Signs Multiyear Agreement to Supply Meta with Millions of AI Chips - MLQ.ai

17 days / mlq

Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs

17 days / cnbc

Meta locks in tens of billions for Nvidia AI chips - The Tech Buzz

17 days / techbuzz

(PR) Meta Partners with NVIDIA to Deploy Millions of Blackwell and Rubin GPUs

17 days / techpowerup


Other: opinion pieces and unrelated Nvidia market stories

Nvidia (NVDA) Stock: Moves Higher on Indian AI Infrastructure and VC Partnership Plans

16 days / parameter / Newton Kitonga

Nvidia is partnering with major Indian VC firms in search for the country's next AI start-ups

17 days / cnbc

Meta and NVIDIA Join Forces: Why Personal Superintelligence is Coming to You

17 days / iphoneincanada / Austin Blake

Back to Top / Tuesday, February 17, 2026, 4:21 pm / permalink 19318 / 20 stories in 17 days


Apple Event on March 4: Here's What to Expect

Joe Rossignol / macrumors - Apple on Monday invited selected journalists and content creators to a "special Apple Experience" on Wednesday, March 4 in New York, London, and Shanghai.At an Apple Experience, attendees are typically given the opportunity to try out Apple's latest hardw…

#hardware #semiconductors #apple #cpus #ipad #macbook #technology #gadgets #oled #arm

M5 Pro & M5 Max Could Offer Considerably More CPU, GPU Cores Thanks To New Chiplet Design, Which Also Eliminates Thermal And Electrical Contamination

16 days / wccftech / Omar Sohail

Apple Announces Special Event in New York on March 4

17 days / bsky / @macrumors.bsky.social / macrumors.bsky.social

Rumor: Apple to Announce Multiple New Products in First Week of March

17 days / macrumors / Joe Rossignol

Apple Invites Media to Special ‘Experience’ in New York, London, and Shanghai on March 4

17 days / macrumors / John Gruber

Apple MacBook Rumors: New M5 MacBook Pros Could Arrive March 4

17 days / cnet / Tyler Graham

5 Apple products that could be unveiled on March 4

17 days / mashable

Apple Event on March 4: Here's What to Expect

17 days / macrumors / Joe Rossignol

Apple Might Announce Colorful, Low-Cost MacBook on March 4

17 days / gizmodo / Raymond Wong

Back to Top / Tuesday, February 17, 2026, 3:22 pm / permalink 19316 / 8 stories in 17 days


Valve confirms the Steam Deck OLED is no longer in stock because of the memory shortage

Reece Bithrey / theshortcut - And we don’t know when it will be back

#ai #gaming #semiconductors #chips #supplychain #gadgets #oled #videogames #steam #memory

Valve says Steam Deck OLED out of stock due to chip shortages

17 days / mobilesyrup / Bradly Shankar

The RAM crisis just killed its first game console

17 days / pocket-lint / Craig Donaldson

Valve confirms the Steam Deck OLED is no longer in stock because of the memory shortage

17 days / theshortcut / Reece Bithrey

Valve's Steam Deck OLED Will Be 'Intermittently' Out of Stock Because of the RAM Crisis

17 days / slashdot / msmash

Back to Top / Tuesday, February 17, 2026, 12:21 pm / permalink 19302 / 4 stories in 17 days


Sony is reportedly considering pushing the PlayStation 6 to 2028 or 2029 as AI RAM demand squeezes consumer electronics

Max Knoblauch / sherwood - AI-led memory shortages threaten to hike gaming costs, along with a host of other electronics.


Data centers gobble RAM: AI workloads drive memory demand.

AMD denies report of MI455X delays as Nvidia VR200 systems are rumored to arrive early — company says Helios systems 'on target for 2H 2026'

17 days / tomshardware

This is completely correct other than the infrastructure not existing. I think people need to realize WHY this is happening is because, for example, NVIDIA sells GB200 NVL72s (racks of 72 GPUs) with *17TB of RAM* and likely over 500TB of storage. [contai

17 days / bsky / @edzitron.com

Running AI models is turning into a memory game

17 days / techcrunch / Russell Brandom

Brace for a barren landscape of new hardware launches, as AI demand reshapes the world of consumer electronics — trillions in AI investment threaten to derail entire industries

17 days / tomshardware


Gamers feeling squeeze: consoles pricier, launches postponed.

Valve's Steam Deck "intermittently" out of stock as RAM shortage drags on

17 days / arstechnica / Andrew Cunningham

Out of stock: Valve Steam Deck is the latest casualty of global memory shortage

17 days / mashable

Game Consoles Will Likely Get Even More Expensive… Again

17 days / gizmodo / Kyle Barr


On the ground: Sony mulls PS6 delay, Nintendo weighs price.

Sony is reportedly considering pushing the PlayStation 6 to 2028 or 2029 as AI RAM demand squeezes consumer electronics

17 days / sherwood / Max Knoblauch

Global chip shortages may lead to PS6 delay, Nintendo Switch 2 price increase: report

17 days / mobilesyrup / Bradly Shankar

Sony considering PlayStation 6 delay to 2029, while Nintendo could hike Switch 2 price, according to report — memory and storage chip shortage now impacting products outside of RAM, storage, and GPUs

17 days / tomshardware


Supply chains pivot: DRAM pricing, alternatives, product shortages.

Samsung just might serve a bad price surprise for the Galaxy 26 series

17 days / digitaltrends

Hardware Unboxed Examines "Cheaper" CXMT IC-based KingBank KFRW DDR5-6000 CL36 Kit

17 days / techpowerup

New report shows RAM prices are continuing to fall in Germany, US trends less certain — SSDs and HDDs are more expensive than ever in the States

17 days / tomshardware


All Other Stories

Image post - please click to view at origin

17 days / bsky / @arstechnica.com / arstechnica.com

Game Consoles Will Likely Get Even More Expensive... Again https://gizmodo.com/game-consoles-will-likely-get-even-more-expensive-again-2000722792

17 days / bsky / @gizmodo.com / gizmodo.com

Back to Top / Tuesday, February 17, 2026, 11:20 am / permalink 19292 / 15 stories in 17 days


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U.S. prepares strict export controls on AI accelerators, curbing foreign sales

U.S. authorities are drafting new export rules requiring government approval for certain AI accelerators before overseas sales, aiming to limit adversaries’ access to advanced chips. The Commerce Department confirmed a tough approach that stops short of prior proposals but signals significant restrictions, forcing vendors and customers to navigate fresh geopolitical red tape. More...


Oracle and OpenAI scrap Texas data-center expansion; Meta eyes the spare capacity

Oracle and OpenAI have abandoned plans to expand a flagship Texas data center, leaving substantial compute capacity up for grabs. Nvidia reportedly brokered interest from Meta to take the unused slots as OpenAI downscales that particular buildout, a move that rattled markets and highlights shifting demand for large-scale on-prem AI infrastructure. More...


SoftBank seeks massive $40B loan to back OpenAI investment, courting big risk

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Pentagon labels Anthropic a supply‑chain risk; company vows legal fight

The Pentagon has designated Anthropic and its products as a “supply‑chain risk,” prompting the company to announce a court challenge. Experts warn the move could chill collaboration and talent flows into AI, while Anthropic insists it will contest the determination to protect its operations and customers. More...


Google releases Workspace CLI enabling AI agents to access Gmail, Drive, Calendar

Google has shipped an open-source Workspace CLI that gives AI agents like OpenClaw programmatic access to Gmail, Drive, Calendar and other Workspace services via a built-in MCP server. The tool standardizes agent integration, making it easier — and slightly creepier — for automated assistants to act on users’ behalf across core productivity apps. More...


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