Nvidia CEO Huang on the $3.5 Billion Deal With MediaTek

Watch on YouTube ↗  |  August 31, 2026 at 14:01  |  20:48  |  Bloomberg Markets
Speakers
Jensen Huang — CEO, NVIDIA
Rick Tsai — CEO, MediaTek

Summary

Nvidia CEO Jensen Huang and MediaTek CEO Rick Tsai discuss Nvidia's $3.5 billion convertible bond investment in MediaTek and a broader strategic partnership. The collaboration spans SoCs, NVLink fusion, AI factory networking, edge AI, PCs, robotics and autonomous vehicles. Jensen argues Nvidia's GPU-based platform remains superior and benefits even as custom ASICs plug into its ecosystem, while Rick expects MediaTek's AI chip business to accelerate.

  • Nvidia announces a $3.5 billion MediaTek convertible bond investment.
  • The partnership expands across SoC generations, DGX Spark, NVLink fusion, Spectrum X networking, robotics and autonomous vehicles.
  • Jensen says Nvidia's GPU platform is the most fungible, durable and rentable compute infrastructure.
  • Nvidia's per-gigawatt economics are expected to rise from Hopper to Grace Blackwell and Vera Rubin.
  • MediaTek expects its AI chip business to accelerate toward 15% of an $80 billion addressable market.
  • Jensen rejects circular financing concerns, calling MediaTek profitable and the partnership decade-long.
  • MediaTek cites supply chain as its biggest bottleneck, with Taiwan's ecosystem helping.
  • Nvidia is extending its custom HBM base layer to partners including MediaTek and Amazon.
Ideas
Jensen Huang CEO, NVIDIA 0:16
Nvidia and MediaTek expand strategic partnership
Nvidia and MediaTek are expanding an already large partnership across multiple SoC generations, NVLink fusion, networking, robotics and autonomous vehicles. MediaTek's SoCs can plug directly into Nvidia GPUs and data center architecture, and when MediaTek wins XPU projects it brings Nvidia networking along, giving both companies more selling opportunities.
2454.TW HIGH
Jensen Huang CEO, NVIDIA 0:16
Nvidia and MediaTek expand strategic partnership
Nvidia's GPU is a general-purpose accelerator spanning the entire AI lifecycle and every model type, making it the most fungible, durable and rentable compute infrastructure. Nvidia has the largest footprint, is growing share across AI, and its per-gigawatt content is rising from about $18 billion for Hopper to $25 billion for Grace Blackwell and $40-plus billion for Vera Rubin.
NVDA HIGH
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This Bloomberg Markets video, published August 31, 2026, features Jensen Huang discussing 2454.TW, NVDA. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jensen Huang  · Tickers: 2454.TW, NVDA