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WSJ Tech News Briefing

TNB Tech Minute: Nvidia, Arm Shares Rise Following Meta Deal

WSJ Tech News Briefing

The Wall Street Journal

Tech News, News

4.31.7K Ratings

🗓️ 18 February 2026

⏱️ 3 minutes

🧾️ Download transcript

Summary

Plus: Mistral AI acquires infrastructure startup Koyeb. And the race to build data centers is fueling an "AI debt boom," analysts say. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Sharpen your perspective on the future of technology and business in 2026.

0:04.9

Take a look inside the new edition of ThoughtWorks Looking Glass and discover how business leaders can prepare their organizations for the future and make informed decisions that have a lasting impact.

0:15.3

Find out more at ThoughtWorks.com slash looking glass.

0:26.8

Here's your morning, TNB Tech Minute for Wednesday, February 18th. I'm Julie Chang for the Wall Street Journal. Meta has struck a deal with Nvidia to buy tens of billions of dollars

0:32.4

worth of chips and other hardware for its AI needs. The social media company plans to use millions of

0:38.3

NVIDIA's Blackwell and Rubin graphics processing units

0:41.2

and a significant deployment of Grace and Vera central processing units

0:45.5

to build out its data centers.

0:47.4

Nvidia shares rose 2% in pre-market trading

0:50.4

and shares of chip designer Arm rose 1.5% pre-market.

0:55.2

Nvidia uses arms technology and its CPUs.

0:58.6

Meta shares were little changed pre-market.

1:01.8

Mr. AI has acquired infrastructure startup Koyeb to enhance its processes and bolster computing

1:08.1

capabilities.

1:09.4

Mr. All said Koyev's cloud computing platforms and

1:12.1

team will help developers run and skill AI without infrastructure snags so they can focus

1:17.1

primarily on writing code. Koyib's 16 engineers, including its three co-founders, will join in March.

1:23.8

The deal is subject to regulatory approval, and financial terms were not disclosed.

1:29.9

And the race to build data centers is fueling an AI debt boom, appending expectations for U.S. corporate borrowing.

1:37.4

UBS analysts now forecast $360 billion in new debt issuance from investment-grade U.S. technology companies in

1:45.3

26, up from $300 billion, reflecting increased capital spending plans in the industry.

1:51.6

If Amazon, Meta, and Google follow through on their planned investment, total spending by

...

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