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CEO Jensen Huang announced the company will buy convertible bonds from Taiwanese chipmaker MediaTek to formalize a partnership for building AI factories. The $3.5 billion investment deepens collaboration across cloud infrastructure, local AI computing, and automotive platforms, allowing MediaTek to adopt Nvidia's NVLink Fusion and NVHBM technologies to integrate custom XPUs into rack-scale AI systems.
The expansion occurs as MediaTek targets $2 billion in AI chip revenue this year and aims for a 15% share of an $80 billion data-center segment next year. The companies will continue developing RTX Spark and DGX Spark PC chips for supercomputers and workstations, as well as platforms for AI-powered software-defined vehicles.
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Key sources
- SOURCE@nvidianewsroom“MediaTek will adopt NVIDIA NVLink Fusion to help customers bring custom XPUs into NVIDIA NVLink-connected, rack-scale AI factories”x.com
- SUPPORT@bloombergtv“Nvidia will buy bonds that convert into MediaTek shares”x.com
- SUPPORT@stockmktnewz“The companies will continue to collaborate on multiple generations of NVIDIA RTX Spark™ and DGX Spark™ PC chips”x.com
- SUPPORT@deitaone“MediaTek targets up to 15% of an $80 billion data-center segment next year”x.com
- SUPPORT@financialjuice“MediaTek is one of the largest partners we have”x.com
- SOURCE@edludlow“AI factories will be built around differentiated compute — but custom silic…”x.com
- SUPPORT@edludlow“deepening collaboration with the Taiwanese chipmaker”x.com
- SUPPORT@edludlow“taking the large majority of a $3.9 billion issue”x.com