The agreement will see MediaTek adopt NVIDIA’s NVLink Fusion platform, allowing customers to develop custom AI accelerators that can connect with NVIDIA-powered, rack-scale data-center systems. The move broadens NVIDIA’s AI ecosystem beyond its own processors while giving MediaTek a pathway into large-scale AI infrastructure.
NVIDIA and MediaTek Expand AI Infrastructure
Under the expanded partnership, MediaTek will work with NVIDIA’s NVLink Fusion ecosystem to help hyperscalers, cloud providers, and frontier AI developers build custom XPUs compatible with NVIDIA’s rack-scale AI factories.
NVIDIA and MediaTek are expanding their partnership across cloud AI, local computing, and automotive applications, with MediaTek adopting NVIDIA’s NVLink Fusion for custom AI accelerators. Source: @nvidianewsroom via X
NVLink Fusion is designed to provide the high-bandwidth connectivity needed to link specialized accelerators with NVIDIA systems. NVIDIA introduced the platform in 2025 as a way for industry partners to build semi-custom AI infrastructure around its interconnect technology.
The companies said the arrangement provides customers with a prevalidated route for integrating custom silicon into NVIDIA-based infrastructure, potentially reducing some of the engineering work required to connect specialized processors to large AI systems.
NVIDIA CEO Jensen Huang described MediaTek as “one of the world’s great semiconductor companies,” highlighting its expertise in system-on-chip design, connectivity and power efficiency.
MediaTek CEO Rick Tsai said NVIDIA’s investment strengthens a collaboration spanning “cloud AI infrastructure, local AI computing, and automotive,” while combining the companies’ respective semiconductor and AI capabilities.
$3.5 Billion Investment Deepens NVIDIA Partnership
The $3.5 billion investment comes through convertible bonds issued by MediaTek. Reuters reported that the transaction forms part of a larger $3.9 billion overseas convertible bond offering by the Taiwanese chipmaker. Alphabet also participated in the offering, although the size of its investment was not disclosed.
NVIDIA CEO Jensen Huang and MediaTek CEO Rick Tsai are expanding their partnership, with NVIDIA investing $3.5 billion in the Taiwanese chipmaker through convertible bonds. Source: @BloombergTV via X
The transaction represents a significant financial commitment from NVIDIA to a major Taiwanese semiconductor company. It also deepens an existing relationship between the two businesses rather than creating an entirely new partnership.
NVIDIA and MediaTek have already worked together on the GB10 chip used in NVIDIA’s compact AI computing systems. Their expanded agreement now covers a wider range of applications, including custom data-center accelerators, AI-enabled PCs and automotive platforms.
Custom AI Chips Join NVIDIA Ecosystem
One of the most important elements of the agreement is MediaTek’s adoption of NVLink Fusion.
The technology allows companies developing specialized XPUs to connect those processors to NVIDIA’s high-speed networking and rack-scale computing infrastructure. This could be particularly relevant as large cloud providers increasingly explore custom silicon for specific AI workloads.
MediaTek’s adoption of NVIDIA NVLink Fusion gives customers a path to integrate differentiated custom XPUs with NVIDIA’s rack-scale AI infrastructure. Source: NVIDIA via X
Rather than requiring every customer to rely exclusively on NVIDIA-designed compute processors, the platform creates a framework in which specialized accelerators can operate alongside NVIDIA technology. The company says its broader NVLink Fusion ecosystem includes custom-silicon and CPU partners as well as companies providing networking, packaging and related technologies.
For MediaTek, the arrangement provides an opportunity to apply its custom-chip expertise to the rapidly expanding AI infrastructure market. The company has traditionally been best known for smartphone processors but has been expanding into computing, automotive and AI applications.
AI PCs and Automotive Technology
The partnership will also continue beyond data centers.
NVIDIA and MediaTek plan to develop additional generations of RTX Spark and DGX Spark PC chips, combining NVIDIA GPUs with MediaTek system-on-chip technology. These products are intended for consumer PCs, AI development systems, and enterprise workstations.
The companies are also extending their work on automotive platforms. Their focus includes AI-powered, software-defined vehicles, an area where automakers are increasingly incorporating advanced computing capabilities into vehicle systems.
This gives the partnership exposure across several layers of the AI market, from large cloud-based AI factories to edge devices and vehicles.
NVIDIA Broadens Its AI Strategy
The MediaTek investment comes as NVIDIA works to make its technology a broader foundation for AI computing.
The company remains the dominant supplier of high-performance AI accelerators, but the industry is increasingly developing specialized processors for particular workloads. Hyperscalers and AI companies have invested in custom chips to improve efficiency and reduce dependence on general-purpose accelerators.
NVLink Fusion gives NVIDIA a way to participate in that shift by providing connectivity and infrastructure even when customers use custom silicon. The strategy could allow the company to maintain a role in AI systems as computing architectures become more heterogeneous.
Reuters noted that the investment has also raised questions among investors about financing relationships within the AI industry, particularly as NVIDIA increasingly provides capital to companies developing products around its technology.
The company has characterized the MediaTek relationship as strategic and focused on expanding its architecture ecosystem. Huang said the partnership is intended to give customers greater flexibility to build differentiated AI systems at scale.
What the NVIDIA-MediaTek Deal Means
The expanded agreement positions MediaTek as a more significant partner within NVIDIA’s AI ecosystem while giving the company deeper access to MediaTek’s custom-silicon and system-design capabilities.
The $3.5 billion investment also demonstrates the increasing importance of Taiwan’s semiconductor industry to the global AI supply chain. At the same time, NVLink Fusion could become an important component of NVIDIA’s strategy as AI infrastructure moves toward a mix of GPUs, CPUs and specialized accelerators.
For now, the companies are extending an existing relationship across data centers, PCs and vehicles. The deal therefore represents both a financial investment in MediaTek and a broader effort by NVIDIA to make its AI infrastructure compatible with a wider range of custom computing architectures.
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