NVIDIA invested $3.5 billion in MediaTek convertible bonds while the companies expanded collaboration across custom data-center XPUs, future RTX and DGX Spark chips, and automotive platforms. MediaTek will use NVLink Fusion as a design foundation for customer accelerators connected to NVIDIA rack-scale systems.
Why it matters: The agreement gives hyperscalers another semi-custom accelerator route while extending NVIDIA's interconnect, memory, packaging, manufacturing, and rack architecture deeper into partner-designed silicon.
Bloomberg reporting relayed by Reuters says some large NVIDIA customers were told that prices for AI-chip servers will rise by more than 15% in many cases, with the change applying to systems shipped in early 2027. Reported affected configurations include Vera Rubin and Grace Blackwell systems, with increases varying by chip generation and memory configuration.
Why it matters: A double-digit server-cost change can alter already approved AI-factory budgets, financing, capacity timing, cloud pass-through pricing, and the relative economics of buying hardware versus reserving managed capacity.