Meta Commits to Nvidia AI GPUs; Tiger Global Holds $1.81B Stake
Tiger Global holds 2.75 million Meta shares worth $1.81 billion as of Dec. 31, 2025. Meta Platforms has pledged a major Nvidia AI GPU order to bolster its data‐center AI capacity, amplifying competitive pressure on Broadcom.
1. Tiger Global’s Meta Holdings
Tiger Global Management’s Q4 2025 13F filing shows an unchanged Meta Platforms position of 2.75 million shares valued at $1.81 billion, making it one of the fund’s largest tech equity holdings, reflecting sustained confidence in the social media giant’s growth prospects.
2. Meta’s Nvidia AI GPU Commitment
Meta Platforms has committed to procure a substantial volume of Nvidia’s advanced AI GPUs to expand its data‐center computing capacity for generative AI applications across Facebook, Instagram and metaverse projects, underlining Nvidia’s dominance in Meta’s hardware stack and heightening competitive stakes for Broadcom in high‐performance AI chip markets.