Nvidia has expanded its multiyear GPU supply deal with Meta to include millions of Blackwell and Rubin GPUs for Meta's data centers and cloud partners. Following the announcement, Nvidia's stock rose 2.7% to $189, supported by an optimistic price target upgrade from Citigroup to $270, citing strong AI infrastructure demand and revenue growth expected through 2027. Citigroup projects Nvidia’s revenues to surpass market expectations in both the January and April quarters of 2026.
