Nvidia Pours $3.5B Into MediaTek to Lock Down AI Networking Ecosystem

Nvidia purchased $3.5B in MediaTek convertible bonds, adding to the $2B stake it took in competitor Marvell Technologies earlier this year. MediaTek will integrate Nvidia's NVLink Fusion technology, which enables data transfers more than 10 times faster than standard PCIe 6.0 implementations. The partnership introduces Nvidia's NVHBM memory design, which physically relocates the memory controller to the HBM die to boost speed and reduce power. MediaTek recently doubled its full-year revenue forecast for its data center chip design unit to $2B. "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." — Jensen Huang