New York, Feb 18, 2026, 07:04 — Premarket Nvidia climbed 1.2% to $184.97 ahead of the U.S. open Wednesday, after announcing a multiyear pact with Meta Platforms to supply millions of its existing and upcoming AI chips. The agreement spans Nvidia’s Blackwell chips, the upcoming Rubin lineup, and also bundles in Grace and Vera CPUs — those compete squarely with Intel and Advanced Micro Devices. Meta stands out as one of the four customers accounting for 61% of Nvidia’s most recent quarter revenue. The iShares Semiconductor ETF barely budged; AMD dropped 2%, Intel sagged 1.2%, but Broadcom tacked on about 2%. Nvidia’s Ian Buck described Meta’s initial tests of the Vera processor as “very promising.”