MediaTek vs SenseTime

Nvidia Invests $3.5B in MediaTek for Custom AI Chips

Nvidia has announced a $3.5 billion investment in convertible bonds issued by Taiwanese chipmaker MediaTek, a major rival to Qualcomm. Under the partnership, MediaTek will integrate Nvidia's NVLink Fusion ecosystem into its custom AI chip business, enabling third-party chips to connect directly to Nvidia-based data center architectures. This move counters the trend of hyperscalers like Amazon, Google, and Microsoft developing proprietary silicon, helping Nvidia maintain its dominance in data centers. The collaboration also extends to local AI computing for PCs and cars, building on existing projects like DGX Spark and RTX Spark. MediaTek shares closed 10% higher after the announcement. The deal strengthens MediaTek's push into data centers, positioning it as a potential challenger to Broadcom. MediaTek expects its custom AI chip business to generate $2 billion in revenue this year, with a total addressable market of up to $80 billion by 2027.

• Nvidia invested $3.5 billion in convertible bonds issued by MediaTek.
• MediaTek will integrate Nvidia's NVLink Fusion platform into its custom AI chip designs.
• The partnership allows non-Nvidia custom chips to connect directly to Nvidia-based data center architectures.

MediaTek MT8875: Our Next-Gen 5G IoT Platform for GenAI Applications

MediaTek unveiled the MT8875, its next-generation 5G IoT platform designed for GenAI applications, in a new blog post published August 25, 2026.

MediaTek Q1 2026 Earnings Release Published

MediaTek has published its Q1 2026 quarterly earnings release, including press release, presentation, financial statements, and transcript.

Huawei unveils grid-interactive AIDC solution to maximize tokens per watt

At HUAWEI CONNECT 2026 in Shanghai, Huawei unveiled its Grid-Interactive AIDC (AI Data Center) solution, designed to tackle power supply, quality, cooling, and rapid deployment challenges in AI infrastructure. The solution maximizes tokens per watt (TPW) and minimizes cost per token, integrating grid-friendly UPS, intelligent lithium batteries, and grid-forming energy storage to stabilize power and support grid stability. Huawei also introduced an AI-powered liquid cooling system with predictive maintenance, enhancing efficiency. Executives emphasized a shift from PUE to TPW as the key metric, with industry partners like VNET Group and SenseTime sharing insights. SenseTime's SenseCore reported an 80% improvement in TPW, highlighting the solution's effectiveness for large-scale AI training and inference.

• Huawei launched its Grid-Interactive AIDC solution at HUAWEI CONNECT 2026.
• The solution aims to maximize tokens per watt and minimize cost per token.
• It integrates grid-friendly UPS, intelligent lithium batteries, and grid-forming energy storage.