Nvidia Invests $3.5 Billion in MediaTek to Expand AI Chips Partnership and Custom Silicon Ecosystem

Nvidia's $3.5B MediaTek bet reveals its plan for tackling Big Tech's AI chip buildout

Nvidia is investing $3.5 billion into Taiwanese chipmaker MediaTek. As part of the deal, MediaTek will adopt Nvidia's technology that will help it design custom chips for AI companies and hyperscalers that can be plugged directly into Nvidia-based data centers. The deal comes as a growing number of AI companies and major cloud providers like Amazon, Google, Microsoft, OpenAI and Anthropic invest in building their own chips so they can be less reliant on Nvidia's GPUs. Deals like this one with MediaTek allow Nvidia to cede ground to custom silicon while still maintaining its lead as the dominant data center scaffolding. "Nvidia is an AI infrastructure company," Dion Harris, Nvidia's senior director of HPC and AI hyperscaler infrastructure solutions, said on Monday on a call with reporters. "We expanded beyond pure computing chips years ago." The partnership underscores the circular nature of Nvidia's financing efforts over the past few years, which have often seen the chip giant investing in companies that flow back into its own ecosystem. The deal will give MediaTek access to Nvidia's NVLink Fusion ecosystem, including NVLink, the technology that lets any chips -- even if they're not Nvidia's chips -- communicate with each other quickly. Last week, Nvidia announced a similar partnership with Amazon Web Services, albeit without the direct investment. AWS will deploy an additional 2 million Nvidia GPUs across its infrastructure, and also integrate NVLink Fusion. With the Nvidia partnership, MediaTek can continue to build custom chips designed by cloud companies or AI labs tailored to their workloads, leveraging Nvidia's "proven scale-up and scale-out technology stack and ecosystem" and "rack-scale architecture." "Basically, every cloud, every model builder is deploying our platform in some shape, form, or fashion," Harris said. "So by MediaTek being able to offer this extension to its customers, it allows them to standardize on the rack-scale infrastructure across their AI factories... and also deploy their [custom chips] right alongside those using the same standard platform." "This is really about opening up this ecosystem to the entire MediaTek customer base," Harris continued. MediaTek hasn't publicly shared information about its customer base as it relates to custom AI chips, but it's clear Nvidia aims to help it boost that side of the business so long as it can come along for the ride. MediaTek has been slowly building its custom data center ASIC (application-specific integrated circuit) operations, saying in June that it expects the business to generate $2 billion in revenue in 2026, and hopes to target more of the market in the coming years. Given MediaTek's expertise in developing custom chips that power smartphones, smart homes, automobiles, and wireless communications, the company will also continue to collaborate with Nvidia on DGX Spark, the company's small developer-focused desktop AI computer. The companies have extended their collaboration with the RTX Spark, Nvidia's push to put its AI tech into consumer AI PCs. MediaTek and Nvidia will also continue "developing platforms for AI-powered, software-defined vehicles in the era of physical AI," per a press release. MediaTek's auto platforms rely on Nvidia's RTX graphics for intelligent vehicle cockpits and work, alongside Nvidia Drive AGX, the company's in-car computing platform for autonomous driving workloads. "AI is transforming every computing platform -- from the world's largest AI factories to the PC and the car," Jensen Huang, founder and CEO of Nvidia, said in a statement. "Together, we're building platforms that bring NVIDIA accelerated computing to new markets and give customers the freedom to create differentiated AI systems at enormous scale."

Nvidia invests $3.5 billion in MediaTek convertible bonds

Aug 31 (Reuters) - Nvidia (NVDA.O), opens new tab said on Monday it has invested $3.5 billion in convertible bonds issued by Taiwan's MediaTek (2454.TW), opens new tab, which could add to growing investor concerns about circular financing in the AI sector. The new deal is the ⁠latest example of Nvidia helping finance businesses building products and infrastructure around its technology, a strategy that supports growth in its AI ecosystem but has drawn investor scrutiny. The deal includes MediaTek adopting Nvidia's NVLink Fusion platform, allowing customers ⁠to develop custom AI chips that can connect to Nvidia-powered AI systems and data centers. The companies will also extend ⁠collaboration on AI chips for personal computers and continue developing platforms for AI-powered vehicles. In June, ⁠Nvidia unviled the RTX Spark PC chip to "reinvent the PC" for the ⁠AI era, which was developed in partnership with MediaTek. Reporting by Anhata Rooprai in Bengaluru; Editing by Shinjini Ganguli Our Standards: The Thomson Reuters Trust Principles., opens new tab

NVIDIA and MediaTek Deepen Long-Standing Partnership to Build AI Edge to Cloud Computing Platforms

MediaTek to Adopt New NVIDIA NVLink Fusion Platform, Helping Customers Take Custom XPUs to NVIDIA NVLink-Connected, Rack-Scale AI Factories NVIDIA and MediaTek today announced a deepening of their longstanding collaboration to build the next generations of AI computing platforms -- spanning AI infrastructure, local AI computing and automotive. As part of the expanded collaboration, MediaTek will adopt the NVIDIA NVLink Fusion™ platform to provide hyperscalers, cloud service providers and frontier model developers with a prevalidated path to develop custom XPUs and bring them into NVIDIA NVLink™-connected, rack-scale AI factories. The companies combine NVIDIA's accelerated computing, AI, graphics and software platforms with MediaTek's leadership in custom silicon, high-performance computing, power-efficient system-on-chip (SoC) design, advanced packaging, interconnects and connectivity. NVIDIA has also invested $3.5 billion in convertible bonds issued by MediaTek. NVIDIA and MediaTek are collaborating in three major areas: * AI infrastructure: MediaTek will work with NVIDIA's NVLink Fusion ecosystem to enable customers to develop custom AI infrastructure designed to integrate with NVIDIA rack-scale systems and AI factories. * Local AI computing: The companies will continue to collaborate on multiple generations of NVIDIA RTX Spark™ and DGX Spark™ PC chips, powering consumer PCs, AI developer supercomputers and enterprise-class workstations, that integrate NVIDIA GPUs with MediaTek SoCs. * Automotive: MediaTek and NVIDIA will continue developing platforms for AI-powered, software-defined vehicles in the era of physical AI. "AI is transforming every computing platform -- from the world's largest AI factories to the PC and the car," said Jensen Huang, founder and CEO of NVIDIA. "MediaTek is one of the world's great semiconductor companies, with exceptional expertise in system-on-chip design, connectivity, leading performance and power efficiency. Together, we're building platforms that bring NVIDIA accelerated computing to new markets and give customers the freedom to create differentiated AI systems at enormous scale." "MediaTek and NVIDIA share a vision for making advanced AI computing pervasive across the technology landscape," said Rick Tsai, vice chairman and CEO of MediaTek. "NVIDIA's investment strengthens a collaboration that spans cloud AI infrastructure, local AI computing and automotive in the era of physical AI. By combining NVIDIA's leadership in accelerated computing and AI software ecosystem with MediaTek's expertise in a diverse AI technology portfolio from edge to cloud, and our leadership position in custom silicon, we can accelerate innovation for our customers." Building Custom AI Infrastructure With NVLink Fusion Platform MediaTek will offer the NVLink Fusion platform as a design foundation for customers developing custom AI accelerators, enabling their platforms to evolve alongside future NVIDIA architectures. The NVLink Fusion platform provides a prebuilt, prequalified and system-prevalidated foundation for multi-die XPU development -- accelerating the path from silicon and advanced packaging to rack-scale systems. The NVLink Fusion platform brings together the critical technologies surrounding a custom XPU, including: * NVIDIA NVLink Fusion chiplet, connecting XPUs to the NVIDIA NVLink scale-up fabric using NVIDIA photonics or electrical interconnects. * NVIDIA NVLink-C2C, providing high-bandwidth, energy-efficient connectivity between XPUs, NVIDIA Rosa CPUs and other compatible processors. * NVIDIA NVHBM, integrating customized memory capabilities to increase bandwidth and energy efficiency while dedicating more silicon area to compute. Building a custom accelerator is only the beginning of deploying custom XPUs in rack-scale AI factories. Integrating multi-die architectures, advanced packaging, high-speed SerDes, HBM, I/O and scale-up networking into a manufacturable, production-ready system requires extensive chip-to-rack engineering, qualification and supply-chain support. Rather than engineering and qualifying every element surrounding a custom XPU from the ground up, customers can focus resources on the differentiated compute that defines their platforms while relying on NVIDIA and MediaTek for the NVLink connectivity, memory architecture, packaging, manufacturing and rack-scale technologies required for production deployment. Customers can bring their XPU designs to MediaTek and tailor connectivity, memory, packaging, performance and power characteristics to their workloads and infrastructure requirements. Additionally, MediaTek is part of the broader NVIDIA NVLink Fusion ecosystem, which enables hyperscalers, cloud service providers and frontier model developers to seamlessly connect custom XPUs to NVIDIA's AI infrastructure. With NVLink Fusion, partners can leverage NVIDIA's proven scale-up and scale-out technology stack and ecosystem, as well as the NVIDIA MGX™ rack-scale architecture, to reduce development complexity, increase performance and accelerate time to market for semi-custom AI factories. Bringing Supercomputers to Local AI Computing NVIDIA and MediaTek are collaborating to advance local AI computing for the era of generative and agentic AI, combining NVIDIA's leadership in accelerated computing with MediaTek's expertise in high-performance, power-efficient system-on-chip design. MediaTek collaborated with NVIDIA on the GB10 Grace Blackwell Superchip that powers NVIDIA DGX Spark, which combines an NVIDIA Blackwell GPU and Grace CPU connected by NVLink-C2C to bring powerful AI capabilities to edge systems. The companies have extended their collaboration with NVIDIA RTX Spark to power the next generation of consumer PCs redefined for the AI era. Advancing the AI-Defined Vehicle in the Era of Physical AI Additionally, NVIDIA and MediaTek are collaborating across multiple generations to advance AI-powered, software-defined vehicles, combining MediaTek's automotive system-on-chip design leadership with NVIDIA's accelerated computing, AI, graphics and software. MediaTek Dimensity Auto platforms integrate NVIDIA technologies to deliver advanced AI and NVIDIA RTX™ graphics for intelligent vehicle cockpits and can work alongside NVIDIA DRIVE AGX™. The companies continue to build on this foundation across future generations, creating a scalable architecture for increasingly intelligent, AI-defined vehicles.

Nvidia invests $3.5B in MediaTek as part of expanded AI chip partnership

Nvidia invests $3.5B in MediaTek as part of expanded AI chip partnership Nvidia Corp. has bought $3.5 billion worth of MediaTek Inc. convertible bonds as part of an expanded partnership that the companies announced today. A convertible bond is a debt instrument that the buyer can turn into shares later on. Nvidia regularly buys stakes in partners as part of technical collaborations. Earlier this year, it purchased $2 billion worth of shares in Marvell Technologies Inc., a MediaTek competitor. Taiwan-based MediaTek is best known as a supplier of smartphone and connected device processors. It also has a custom chip design business that specializes in artificial intelligence accelerators. According to Nvidia, that unit is the first focus of the newly expanded partnership. Companies that hire MediaTek to design an AI accelerator can choose from a catalog of on-chip networking technologies. Some can connect the processor to other chips in the same rack, while others facilitate data movement across racks. Going forward, MediaTek will offer Nvidia's NVLink Fusion networking technology as an interconnect option. AI racks contain not only graphics processing units but also central processing units that perform supporting tasks such as organizing the data processed by AI models. NVLink Fusion enables Nvidia's GPUs and CPUs to exchange data with third-party CPUs and CPUs, respectively. One of technology's main selling points is its speed. NVLink, the interconnect that underpins NVLink Fusion, can move data more than 10 times faster than a standard implementation of PCIe 6.0. Last week, Nvidia upgraded the technology by adding support for a new memory design approach called NVHBM. The onboard HBM memory in which graphics cards store data is managed by a tiny chip called a memory controller. NVHBM moves the controller from the GPU's logic die to the die that contains the HBM memory. According to Nvidia, that change boosts data movement speeds while lowering power consumption. The second focus of the company's expanded MediaTek partnership is the personal computing market. In 2025, Nvidia launched a workstation called the DGX Spark that developers can use for tasks such as fine-tuning AI models. It's powered by a system-on-chip that MediaTek helped design. The two companies subsequently collaborated on the RTX Spark, a laptop and desktop processor that debuted in June. Nvidia stated today that it plans to collaborate with MediaTek on multiple future generations of the RTX Spark and DGX Spark. The latter company's exact role was not detailed. However, the current-generation RTX Spark and DGX Spark chips might offer clues. MediaTek helped develop the chips' onboard CPUs along with certain other components such as the RTX Spark's memory controller. The companies' expanded partnership also prioritizes the auto sector. MediaTek sells a series of systems-on-chip called Dimensity Auto that carmakers use to power in-vehicle displays. The processors include, among others, an Nvidia graphics rendering chiplet. The companies stated today they plan to continue working together on software-defined vehicle chips. "Together, we're building platforms that bring Nvidia accelerated computing to new markets and give customers the freedom to create differentiated AI systems at enormous scale," said Nvidia Chief Executive Officer Jensen Huang. MediaTek, for its part, is strengthening a partnership that supports one of its fastest-growing businesses. The company recently doubled its full-year revenue forecast for its data center chip design group to $2 billion. It hopes to grow that number severalfold in the coming years.

NVIDIA Invests $3.5 Billion in MediaTek as Partnership Expands to Future RTX PC Chips and NVLink AI Hardware

NVIDIA and MediaTek have substantially expanded their existing semiconductor partnership, with NVIDIA investing $3.5 billion in convertible MediaTek bonds while the two companies commit to multiple generations of chips spanning consumer PCs, workstations, cloud AI infrastructure and automotive systems. For PC hardware enthusiasts, the most important part of today's announcement is confirmation that the companies intend to continue jointly developing NVIDIA RTX Spark and DGX Spark-class PC processors, combining NVIDIA GPU technology with MediaTek-designed SoCs. NVIDIA explicitly describes this as a multigenerational collaboration targeting consumer PCs, AI developer systems and enterprise workstations. MediaTek already worked with NVIDIA on the GB10 Grace Blackwell Superchip used by DGX Spark. NVIDIA says the companies have now extended that relationship into RTX Spark, potentially making MediaTek a considerably more important participant in NVIDIA's future PC platform strategy. That is noteworthy because NVIDIA has historically dominated discrete PC graphics while leaving the x86 CPU and general-purpose PC SoC markets principally to Intel and AMD. A closer MediaTek relationship gives NVIDIA access to a partner with extensive expertise in power-efficient SoCs, connectivity, chiplet integration and advanced packaging. NVIDIA has not disclosed architectural specifications for future RTX Spark PC chips, so it would be premature to conclude that these products will become conventional replacements for Ryzen or Core processors. However, the company's wording makes clear that local PC computing is one of three major pillars of the expanded partnership alongside AI infrastructure and automotive. The second part of the agreement could ultimately have even larger semiconductor-market implications. MediaTek is adopting NVIDIA NVLink Fusion, allowing companies that develop their own custom AI processors -- or XPUs -- to connect them directly into NVIDIA's rack-scale infrastructure. MediaTek will provide design services integrating technologies including the NVLink Fusion chiplet, NVLink-C2C and NVIDIA's newly disclosed NVHBM memory architecture. NVHBM itself moves custom memory-controller functionality into the HBM base die, potentially freeing more compute-die area while improving bandwidth and energy efficiency. For NVIDIA, this represents another attempt to make its interconnect and rack architecture an industry platform rather than something used exclusively by NVIDIA-designed GPUs. For MediaTek, it opens access to customers building extremely expensive custom data-center silicon. The $3.5 billion investment demonstrates how strategically important NVIDIA considers the partnership. Reuters notes that NVIDIA is purchasing convertible bonds rather than simply acquiring ordinary shares, while the arrangement has also attracted attention because NVIDIA is increasingly investing in companies that build products around its ecosystem. For the consumer PC market, the headline is therefore not merely NVIDIA investing in another chip company. It is further confirmation that NVIDIA is building a broader CPU+GPU PC platform strategy, with MediaTek positioned as one of the principal silicon-design partners. AreaDetailsNVIDIA investment$3.5 billionInvestment structureConvertible MediaTek bondsPC collaborationRTX Spark / DGX Spark-class chipsCurrent joint siliconGB10 Grace Blackwell SuperchipData-center platformNVLink FusionMemory technologyNVHBMChip-to-chip connectivityNVLink-C2CAutomotive collaborationContinuedFuture PC specificationsNot yet disclosed Pricing: Future PC products not announced.

Nvidia invests $3.5 billion in MediaTek convertible bonds

The new deal is the latest example of Nvidia helping finance businesses building products and infrastructure around its technology, a strategy that ⁠supports growth in its AI ecosystem but has drawn investor ⁠scrutiny. Nvidia said on Monday it has invested $3.5 billion in convertible bonds issued by Taiwan's MediaTek, which could add to growing investor concerns about circular ⁠financing ⁠in the AI sector. The new deal is the latest example of Nvidia helping finance businesses building products and infrastructure around its technology, a strategy that ⁠supports growth in its AI ecosystem but has drawn investor ⁠scrutiny. The deal includes MediaTek adopting Nvidia's NVLink Fusion platform, allowing customers to develop custom AI chips that can connect to Nvidia-powered AI systems and data centers. The companies will also extend collaboration on AI chips for personal computers and continue developing ⁠platforms for AI-powered vehicles. In June, Nvidia unviled the RTX Spark PC chip to "reinvent the PC" for the AI era, which was developed in partnership with MediaTek.

Nvidia's $3.5B MediaTek Deal Revives Circular Financing Debate - NVIDIA (NASDAQ:NVDA)

Wall Street's latest concern about Nvidia Corp (NASDAQ:NVDA) isn't its valuation or AI demand -- it's whether the chipmaker is financing its own growth. Nvidia announced on Monday it will invest $3.5 billion in convertible bonds issued by Taiwanese chip designer MediaTek, deepening a partnership spanning AI infrastructure, AI PCs and automotive computing and expanding their NVLink Fusion collaboration, which lets MediaTek help customers build custom AI chips that plug into Nvidia's rack-scale systems. The deal reignites the "circular financing" debate, but some investors argue critics are overlooking a key distinction: building an ecosystem isn't the same as manufacturing demand. The investment comes just days after Nvidia faced renewed scrutiny over a series of financing initiatives, including backing AI infrastructure projects and extending financial support across its ecosystem. Critics argue these arrangements risk creating a feedback loop in which Nvidia finances companies that ultimately become buyers of its own technology -- a practice increasingly described as "circular financing." Tech Bill Gates AI Warning Meets Nvidia's AI Financing Push Bill Gates wants AI to slow down. Nvidia's latest earnings reveal how it's financing AI infrastructure to keep the boom accelerating. 4 min read Read this article Not Everyone Sees the MediaTek Deal Through That Lens Joe Tigay, portfolio manager of the Rational Equity Armor Fund (HDCTX), argues critics are overlooking Nvidia's broader strategy of using today's AI windfall to strengthen the ecosystem that could drive its next phase of growth. Trending "Critics call Nvidia's investments circular financing, but I don't see it that way. Nvidia is using the enormous cash flow it generates today to expand the ecosystem that will drive its growth tomorrow. If AI fails, Nvidia fails regardless -- but if AI succeeds, as some of the smartest people and best-capitalized companies in the world are betting it will, then investing in more partners, more capacity and more applications is exactly what Nvidia should be doing right now," Tigay said. Tigay believes the MediaTek investment differs from Nvidia financing a direct customer because it helps expand the company's underlying technology platform. "Nvidia is financing MediaTek, so MediaTek can develop products that extend Nvidia's architecture. That makes it less circular than Nvidia financing a customer -- but it is still Nvidia using its balance sheet to accelerate ecosystem growth." He also argues the structure gives Nvidia strategic benefits beyond simply supporting a partner's growth. "Nvidia is lending MediaTek its balance sheet. MediaTek gains the capital to build Nvidia-compatible chips, while Nvidia secures creditor protection, potential equity upside and a stronger partner without acquiring the entire company." That distinction matters because MediaTek is not simply another Nvidia customer. The expanded partnership will help extend Nvidia's technology stack into custom AI infrastructure, AI-enabled PCs, and software-defined vehicles -- areas Nvidia has identified as key long-term growth markets. What Nvidia Investors Should Watch Whether Nvidia's strategy is ultimately viewed as prudent ecosystem building or "circular financing" will depend on one thing: whether AI demand continues to justify the capital flowing through the industry. Critics argue Nvidia's expanding financial commitments could amplify risks across its partner network if AI adoption slows. But if demand continues to grow as the company expects, investments like MediaTek could strengthen Nvidia's competitive position by expanding adoption of its hardware, software, and networking technologies. Nvidia has consistently framed these investments as part of a long-term strategy to grow its AI platform rather than simply sell more chips. For investors, the MediaTek deal adds another chapter to an increasingly important debate. The key question is whether financing strategic partners that extend Nvidia's platform creates a stronger competitive moat -- or whether it risks becoming a self-reinforcing growth loop. The answer will likely depend less on the financing structure itself and more on whether the AI ecosystem continues to deliver on its long-term growth promise. Markets Perplexity Deal Highlights a Pattern in Nvidia's AI Investments Nvidia's reported Perplexity deal highlights a growing pattern across its AI investments, with portfolio companies building on Nvidia infra. 3 min read Read this article Market News and Data brought to you by Benzinga APIs To add Benzinga News as your preferred source on Google, click here.

NVIDIA and MediaTek Deepen Long-Standing Partnership to Build AI Edge to Cloud Computing Platforms

NVIDIA and MediaTek today announced a deepening of their longstanding collaboration to build the next generations of AI computing platforms -- spanning AI infrastructure, local AI computing and automotive. As part of the expanded collaboration, MediaTek will adopt the NVIDIA NVLink Fusion™ platform to provide hyperscalers, cloud service providers and frontier model developers with a prevalidated path to develop custom XPUs and bring them into NVIDIA NVLink™-connected, rack-scale AI factories. The companies combine NVIDIA's accelerated computing, AI, graphics and software platforms with MediaTek's leadership in custom silicon, high-performance computing, power-efficient system-on-chip design, advanced packaging, interconnects and connectivity. NVIDIA has also invested $3.5 billion in convertible bonds issued by MediaTek. NVIDIA and MediaTek are collaborating in three major areas: * AI infrastructure: MediaTek will work with NVIDIA's NVLink Fusion ecosystem to enable customers to develop custom AI infrastructure designed to integrate with NVIDIA rack-scale systems and AI factories. * Local AI computing: The companies will continue to collaborate on multiple generations of RTX Spark™ and DGX Spark™ PC chips, powering consumer PCs, AI developer supercomputers and enterprise class workstations, that integrate NVIDIA GPUs with MediaTek SoCs. * Automotive: MediaTek and NVIDIA will continue developing platforms for AI-powered, software-defined vehicles in the era of physical AI. "AI is transforming every computing platform -- from the world's largest AI factories to the PC and the car," said Jensen Huang, founder and CEO of NVIDIA. "MediaTek is one of the world's great semiconductor companies, with exceptional expertise in system-on-chip design, connectivity, leading performance and power efficiency. Together, we're building platforms that bring NVIDIA accelerated computing to new markets and give customers the freedom to create differentiated AI systems at enormous scale." "MediaTek and NVIDIA share a vision for making advanced AI computing pervasive across the technology landscape," said Rick Tsai, vice chairman and CEO of MediaTek. "NVIDIA's investment strengthens a collaboration that spans cloud AI infrastructure, local AI computing and automotive in the era of physical AI. By combining NVIDIA's leadership in accelerated computing and AI software ecosystem with MediaTek's expertise in a diverse AI technology portfolio from edge to cloud, and our leadership position in custom silicon, we can accelerate innovation for our customers." Building Custom AI Infrastructure With NVLink Fusion Platform MediaTek will offer the NVLink Fusion platform as a design foundation for customers developing custom AI accelerators, enabling their platforms to evolve alongside future NVIDIA architectures. The NVLink Fusion platform provides a prebuilt, prequalified and system-prevalidated foundation for multi-die XPU development -- accelerating the path from silicon and advanced packaging to rack-scale systems. The NVLink Fusion platform brings together the critical technologies surrounding a custom XPU, including: * NVIDIA NVLink Fusion Chiplet, connecting XPUs to the NVIDIA NVLink scale-up fabric using NVIDIA Photonics or electrical interconnects. * NVIDIA NVLink-C2C, providing high-bandwidth, energy-efficient connectivity between XPUs, NVIDIA Rosa CPUs and other compatible processors. * NVIDIA NVHBM, integrating customized memory capabilities to increase bandwidth and energy efficiency while dedicating more silicon area to compute. Building a custom accelerator is only the beginning of deploying custom XPUs in rack-scale AI factories. Integrating multi-die architectures, advanced packaging, high-speed SerDes, HBM, I/O and scale-up networking into a manufacturable, production-ready system requires extensive chip-to-rack engineering, qualification and supply-chain support. Rather than engineering and qualifying every element surrounding a custom XPU from the ground up, customers can focus resources on the differentiated compute that defines their platforms while relying on NVIDIA and MediaTek for the NVLink connectivity, memory architecture, packaging, manufacturing and rack-scale technologies required for production deployment. Customers can bring their XPU designs to MediaTek and tailor connectivity, memory, packaging, performance and power characteristics to their workloads and infrastructure requirements. Additionally, MediaTek is part of the broader NVIDIA NVLink Fusion ecosystem, which enables hyperscalers, cloud service providers and frontier model developers to seamlessly connect custom XPUs to NVIDIA's AI infrastructure. With NVLink Fusion, partners can leverage NVIDIA's proven scale-up and scale-out technology stack and ecosystem, as well as the MGX™ rack-scale architecture, to reduce development complexity, increase performance and accelerate time to market for semi-custom AI factories. Bringing Supercomputers to Local AI Computing NVIDIA and MediaTek are collaborating to advance local AI computing for the era of generative and agentic AI, combining NVIDIA's leadership in accelerated computing with MediaTek's expertise in high-performance, power-efficient system-on-chip design. MediaTek collaborated with NVIDIA on the GB10 Grace Blackwell Superchip that powers NVIDIA DGX Spark, which combines an NVIDIA Blackwell GPU and Grace CPU connected by NVLink-C2C to bring powerful AI capabilities to edge systems. The companies have extended their collaboration with NVIDIA RTX Spark to power the next generation of consumer PCs redefined for the AI era. Advancing the AI-Defined Vehicle in the Era of Physical AI Additionally, NVIDIA and MediaTek are collaborating across multiple generations to advance AI-powered, software-defined vehicles, combining MediaTek's automotive system-on-chip design leadership with NVIDIA's accelerated computing, AI, graphics and software. MediaTek Dimensity Auto platforms integrate NVIDIA technologies to deliver advanced AI and NVIDIA RTX™ graphics for intelligent vehicle cockpits and can work alongside NVIDIA DRIVE AGX™. The companies continue to build on this foundation across future generations, creating a scalable architecture for increasingly intelligent, AI-defined vehicles.

Nvidia invests US$3.5B in MediaTek convertible bonds

Nvidia said on Monday it has invested US$3.5 billion in convertible bonds issued by Taiwan's MediaTek 2454.TW, which could add to growing investor concerns about circular financing in the AI sector. The new deal is the latest example of Nvidia helping finance businesses building products and infrastructure around its technology, a strategy that supports growth in its AI ecosystem but has drawn investor scrutiny. The deal includes MediaTek adopting Nvidia's NVLink Fusion platform, allowing customers to develop custom AI chips that can connect to Nvidia-powered AI systems and data centers. * Latest technology news on BNNBloomberg.ca The companies will also extend collaboration on AI chips for personal computers and continue developing platforms for AI-powered vehicles. In June, Nvidia unviled the RTX Spark PC chip to "reinvent the PC" for the AI era, which was developed in partnership with MediaTek.

Nvidia and MediaTek expand partnership, Nvidia invests $3.5b By Investing.com

Investing.com -- Nvidia and MediaTek announced Monday an expansion of their partnership to develop AI computing platforms across infrastructure, local computing and automotive sectors. MediaTek will adopt the Nvidia NVLink Fusion platform to provide hyperscalers, cloud service providers and frontier model developers with a path to develop custom XPUs and integrate them into Nvidia NVLink-connected, rack-scale AI factories. Get instant alerts on market-moving headlines with InvestingPro -- now 55% off. Nvidia has invested $3.5 billion in convertible bonds issued by MediaTek as part of the expanded collaboration. The partnership covers three main areas. For AI infrastructure, MediaTek will work with Nvidia's NVLink Fusion ecosystem to enable customers to develop custom AI infrastructure designed to integrate with Nvidia rack-scale systems and AI factories. The companies will continue collaborating on multiple generations of Nvidia RTX Spark and DGX Spark PC chips, which power consumer PCs, AI developer supercomputers and enterprise-class workstations. In automotive, MediaTek and Nvidia will continue developing platforms for AI-powered, software-defined vehicles. "AI is transforming every computing platform -- from the world's largest AI factories to the PC and the car," said Jensen Huang, founder and CEO of Nvidia. "MediaTek is one of the world's great semiconductor companies, with exceptional expertise in system-on-chip design, connectivity, leading performance and power efficiency. Together, we're building platforms that bring Nvidia accelerated computing to new markets and give customers the freedom to create differentiated AI systems at enormous scale." "MediaTek and Nvidia share a vision for making advanced AI computing pervasive across the technology landscape," said Rick Tsai, vice chairman and CEO of MediaTek. "Nvidia's investment strengthens a collaboration that spans cloud AI infrastructure, local AI computing and automotive in the era of physical AI." The NVLink Fusion platform provides a foundation for multi-die XPU development, including the Nvidia NVLink Fusion chiplet, Nvidia NVLink-C2C for connectivity between XPUs and Nvidia Rosa CPUs, and Nvidia NVHBM for memory capabilities. MediaTek collaborated with Nvidia on the GB10 Grace Blackwell Superchip that powers Nvidia DGX Spark. The companies have extended their collaboration with Nvidia RTX Spark to power the next generation of consumer PCs. MediaTek Dimensity Auto platforms integrate Nvidia technologies to deliver AI and Nvidia RTX graphics for intelligent vehicle cockpits and can work alongside Nvidia DRIVE AGX.

Nvidia to Invest $3.5 Billion in Taiwanese Chip Designer MediaTek -- Update

Nvidia said it is investing $3.5 billion in chip designer MediaTek, deepening their collaboration to build next-generation AI computing platforms. Under the expanded collaboration, Nvidia will buy $3.5 billion in MediaTek convertible bonds while the chip designer will gain access to Nvidia's NVLink Fusion platform. This would allowing MediaTek to provide hyperscalers, cloud-service providers and frontier model developers with the ability to develop custom processing chips. The companies' collaboration aims to advance three major areas: artificial-intelligence infrastructure, local AI computing and automotive technology, Nvidia and MediaTek said. MediaTek will work with Nvidia's NVLink Fusion platform, enabling customers to develop custom AI infrastructure that is designed to integrate with Nvidia's rack-scale systems and AI factories, the companies said. The companies will also continue to collaborate on multiple generations of Nvidia chips, as well as continue to develop platforms for AI-powered, software-defined vehicles in the era of physical AI.

Nvidia to invest $3.5 billion in chipmaker MediaTek, expand partnership

Aug 31 (Reuters) - Nvidia said on Monday it was investing $3.5 billion in Taiwan's MediaTek, the latest deal to widen its financial ties across the AI industry. The move follows Nvidia's up to $105 billion guarantee earlier this month for OpenAI's Ohio data-center lease and could intensify scrutiny of arrangements where the chipmaker funds companies that help drive demand for its AI products. As part of Monday's deal, MediaTek, Taiwan's largest chip designer, will let customers use Nvidia's technology to design their own AI chips that connect directly to Nvidia's larger computing systems. The technology, called NVLink Fusion, gives chipmakers ready-made connectors and specialized memory so custom AI chips can plug into Nvidia's larger data-center systems. It saves customers time and engineering costs, letting them focus on their own chip designs rather than building connections to Nvidia's systems from scratch. Nvidia and MediaTek will also keep working together on chips for personal computers and technology for AI-powered vehicles. MediaTek said Alphabet, a key AI infrastructure partner, participated in the bond offering, but did not disclose the size of the search giant's investment. The latest deal builds on a broader relationship between Nvidia and MediaTek. In June, the companies teamed up to launch the RTX Spark PC chip, aiming to bring AI features directly to laptops and desktops. Monday's announcement of Nvidia's investment in MediaTek's convertible bonds comes days after the California-based chipmaker provided a rare long-term outlook of 70% revenue growth for next year, with CEO Jensen Huang saying AI had reached an "inflection point" as the technology moves from experimentation to real-world deployment. MediaTek, meanwhile, has been pushing beyond smartphones into AI chips for data centers, backed by a $5 billion financing plan approved in July. (Reporting by Anhata Rooprai in Bengaluru; Editing by Shinjini Ganguli)

Nvidia invests $3.5bn in MediaTek

Nvidia has invested $3.5bn in convertible bonds issued by MediaTek, strengthening its partnership with the Taiwanese chipmaker. The deal underscores Nvidia's strategy of financing companies building products around its technologies to expand its artificial intelligence ecosystem. It could, however, add to investor concerns about circular financing mechanisms in the sector. Under the agreement, MediaTek will adopt NVLink Fusion, Nvidia's platform for designing custom AI chips that are compatible with infrastructure and data centers using its technologies. The integration is intended to allow MediaTek's customers to develop their own processors while benefiting from Nvidia's hardware ecosystem. The two groups will also deepen their cooperation on AI chips for personal computers and continue work on platforms for vehicles that incorporate artificial intelligence functions. In June, Nvidia had already unveiled RTX Spark, a PC chip developed with MediaTek as part of its ambition to adapt the personal computer to the rise of AI.

Nvidia, MediaTek Expand Collaboration to Develop Next-Generation AI Computing Platforms

Nvidia and MediaTek will expand their longstanding collaboration, with Nvidia investing $3.5 billion into the chipmaker as they work together to build next-generation AI computing platforms. Under the expanded collaboration, MediaTek said it will adopt the Nvidia NVLink Fusion platform, allowing the company to provide hyperscalers, cloud-service providers and frontier model developers with the ability to develop custom processing chips. At the same time, Nvidia said it has invested $3.5 billion in convertible bonds issued by MediaTek. The companies' collaboration aims to advance three major areas: artificial-intelligence infrastructure, local AI computing and automotive, Nvidia and MediaTek said. MediaTek will work with Nvidia's NVLink Fusion platform, enabling customers to develop custom AI infrastructure that is designed to integrate with Nvidia's rack-scale systems and AI factories, the companies said. The companies will also continue to collaborate on multiple generations of Nvidia chips, as well as continue to develop platforms for AI-powered, software-defined vehicles in the era of physical AI.