Nvidia Partnership With MediaTek Expands, Huang Says
Спикеры
Jensen Huang
— Генеральный директор, NVIDIA
Rick Tsai
— CEO, MediaTek
Jensen Huang and Rick Tsai detail an expanded Nvidia-MediaTek partnership covering custom silicon, NVLink integration, networking, Windows PCs, robotics, and automotive. Nvidia will bring its NVLink and Spectrum-X networking to MediaTek designs, while MediaTek SoCs connect to Nvidia GPUs. The collaboration supports DGX Spark and a future Microsoft Windows PC for AI agents. The discussion highlights commercial opportunities for Nvidia and MediaTek across AI data centers and edge devices.
- Nvidia expands its partnership with MediaTek and integrates NVLink with MediaTek SoCs.
- First product DGX Spark is a one-petaflops desktop AI computer.
- Partnership extends to multiple silicon generations and Nvidia networking including Spectrum-X.
- Nvidia and Microsoft are developing a Windows PC for AI agents using the joint processor.
- Collaboration targets robotics and autonomous vehicles.
- MediaTek says customers can scale across the AI computing stack with flexibility.
- Nvidia is already in cloud and data center infrastructure, easing MediaTek SoC adoption.
Идеи
Nvidia's MediaTek partnership expands AI reach.
Nvidia is substantially expanding its partnership with MediaTek. The company is integrating its NVLink chip-to-chip interface with MediaTek SoCs, extending NVLink Fusion and Spectrum-X networking to MediaTek designs, and positioning Nvidia GPUs and networking to be attached when MediaTek wins projects across AI data centers, Windows PCs, robotics, and autonomous vehicles. This expands Nvidia's sales opportunities and reinforces its architecture across custom silicon and accelerated computing.
MediaTek integrates Nvidia NVLink and networking.
MediaTek is being selected as Nvidia's key SoC partner. Nvidia is integrating NVLink into MediaTek SoCs, expanding the work across multiple generations, making MediaTek processors the foundation of a new Microsoft Windows PC, and working with MediaTek in robotics and autonomous vehicles. This gives MediaTek a privileged position across AI compute from desktop to data center and automotive.
Microsoft Windows PC reinvented for AI agents.
Microsoft is working with Nvidia on a new Windows PC that uses the Nvidia-MediaTek processor, described as a reinvention of the Windows PC for the age of AI agents. This is a product pipeline opportunity for Microsoft in AI-driven PCs.
Далее
This Bloomberg Markets video, published August 31, 2026, features Jensen Huang discussing NVDA, 2454.TW, MSFT. 3 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Jensen Huang · Tickers: NVDA, 2454.TW, MSFT