Nvidia Invests $3.5 Billion in MediaTek, Deepening Partnership on Custom Chips

Nvidia has invested $3.5 billion in MediaTek, but the real story is not just about the money.

The two companies are opening up NVLink Fusion to MediaTek's customers, allowing hyperscalers and AI labs to build their own custom chips that can still plug directly into Nvidia's rack-scale AI factories.

NVLink Fusion bundles technologies like NVLink Fusion chiplets, NVLink-C2C for high-bandwidth connectivity, and NVHBM for customized memory. MediaTek fills the gap by providing SoC design, advanced packaging, manufacturing, and system integration services to customers who can focus on the compute architecture that differentiates their platform.

Nvidia CEO Jensen Huang frames the collaboration as a way to reach new markets, citing AI's transformation of every computing platform from data centers to PCs and cars. Rick Tsai, MediaTek's vice chairman and CEO, ties the deal to a shared vision of pervasive advanced AI computing that spans cloud infrastructure, local AI computing, and automotive.