Nvidia CEO says nobody uses AI better than Meta, backing its massive spending spree

When the CEO of the company selling the shovels in a gold rush tells you one particular miner is digging better than everyone else, it’s worth paying attention. Jensen Huang, who runs Nvidia, declared in a CNBC interview that “nobody uses AI better than Meta,” offering what amounts to a high-profile stamp of approval on Meta’s aggressive AI strategy. The timing is notable. Meta’s stock had just taken a 7% hit, and the company is staring down a capital expenditure plan for 2026 that ranges between $125 billion and $145 billion, almost all of it directed at AI infrastructure. The case Huang is making Huang’s argument isn’t just about raw spending. He pointed to the fact that Meta has successfully transitioned from traditional CPU-based systems to advanced generative AI technology. That shift has tangible products attached to it: better content recommendations in your Instagram and Facebook feeds, sharper ad targeting for advertisers, and new creative tools that help brands generate ad content using AI. The key distinction Huang drew is that Meta’s AI investments are already showing up in the company’s financial results. In a market littered with companies making grand AI promises, Me...