Nvidia’s $3.5B MediaTek bet reveals its plan for tackling Big Tech’s AI chip buildout
THE SO WHAT
Nvidia putting $3.5B into MediaTek is a hedge against hyperscalers going vertical on custom silicon—tying itself into the client and edge stack, not just the data center. If you’re building AI products, assume Nvidia will be in the path from handset to cloud and plan around vendor concentration, not just GPU shortages.
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