Meta Partners with Nvidia for AI Upgrades as Ackman Adds 11.37% Stake
Meta Platforms announced a long-term AI infrastructure partnership with Nvidia to upgrade data centers for AI training and inference, sending shares up 0.66% in extended trading. Bill Ackman boosted Meta allocation to 11.37% of portfolio by adding 2.67M shares, while Lone Pine’s Steve Mandel sold out, cutting exposure by 7.07%.
1. AI Infrastructure Partnership with Nvidia
Meta Platforms agreed a multi-year collaboration with Nvidia to integrate Nvidia’s GPUs, high-performance networking and software into its global data centers. The partnership is designed to accelerate large-scale AI model training and inference workloads, support Meta’s ongoing investment in generative AI features, and reduce infrastructure latency and costs.
2. Stock Reaction in Extended Trading
Shares of Meta dipped 0.075% at the close before climbing 0.66% in after-hours trading, signaling market approval of the AI infrastructure deal. Trading ranges for the day spanned $628.80 to $642.60, within a 52-week range of $479.80 to $796.25.
3. Bill Ackman Increases Meta Position
In Q4 2025 filings, Pershing Square’s Bill Ackman acquired 2,673,569 Meta shares, boosting his position to 11.37% of the fund’s portfolio. This holding represents approximately $1.76 billion in market value and underscores Ackman’s bullish view on Meta’s AI growth potential.
4. Steve Mandel Exits Meta Stake
Lone Pine Capital’s Steve Mandel fully divested its Meta position during the same quarter, reducing the company’s weight by 7.07% of its portfolio. The exit reflects Mandel’s broader portfolio adjustments and suggests divergent views among top investors on Meta’s near-term outlook.