{"id":665620,"date":"2026-08-31T18:53:18","date_gmt":"2026-08-31T18:53:18","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/665620\/"},"modified":"2026-08-31T18:53:18","modified_gmt":"2026-08-31T18:53:18","slug":"jensen-huang-says-nvidia-is-not-intimidated-by-custom-ai-chips-3-5b-mediatek-bet-targets-reinvention-of-windows-pc","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/665620\/","title":{"rendered":"Jensen Huang Says Nvidia Is \u2018Not Intimidated\u2019 By Custom AI Chips \u2013 $3.5B MediaTek Bet Targets \u2018Reinvention\u2019 Of Windows PC"},"content":{"rendered":"\n<ul class=\"yf-1jsc1up\">\n<li class=\"yf-1jsc1up\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The new partnership includes support for MediaTek&#8217;s custom XPUs to plug into Nvidia&#8217;s NVLink-connected, rack-scale AI systems through the NVLink Fusion platform.  <\/p>\n<\/li>\n<li class=\"yf-1jsc1up\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">CEO Jensen Huang said that the companies are also developing AI-focused PC chips, including technology aimed at a &#8220;reinvention of the Windows PC for the age of agents.&#8221;  <\/p>\n<\/li>\n<li class=\"yf-1jsc1up\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">He added that Nvidia GPUs remain general-purpose accelerators capable of handling the full AI lifecycle.  <\/p>\n<\/li>\n<\/ul>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Jensen Huang-led Nvidia (NVDA) defied the broader market downturn in midday trade on Monday after the company announced a $3.5 billion investment in MediaTek through convertible bonds and expanded its partnership with the chip designer.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">In an interview with Bloomberg, Huang said Nvidia is &#8220;not intimidated&#8221; by the rise of custom AI chips, adding that specialized processors are already in the market and that Nvidia can benefit by making them easier to integrate with its infrastructure.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><a href=\"https:\/\/stocktwits.com\/newsletters\" data-ylk=\"slk:See%20what%2010M%2B%20investors%20are%20talking%20about.%20Get%20the%20Stocktwits%20Daily%20Rip%20for%20what%20retail%20is%20watching%20right%20now%2C%20free%20to%20your%20inbox;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox<\/a>  <\/p>\n<blockquote class=\"neo-blockquote yf-d8g4ww\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">&#8220;XPU is in the market. It&#8217;s not coming into the market \u2013 it&#8217;s in the market. We&#8217;re not intimidated by this. We&#8217;re in fact welcoming it.&#8221;<br \/>\u2013 Jensen Huang, CEO, Nvidia  <\/p>\n<\/blockquote>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">He added that the expanded partnership between the two companies will also support Nvidia&#8217;s RTX Spark platform for the next generation of AI-focused PCs, like the &#8220;reinvention of the Windows PC for the age of agents.&#8221; Nvidia announced its collaboration with\u00a0Microsoft (MSFT) on the RTX Spark platform in May, which features 1 petaflop of AI performance and up to 128 gigabytes (GB) of unified memory.\u00a0  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">NVDA stock rose around 1% in midday trade, while the\u00a0 SPDR S&amp;P 500 ETF (SPY) fell around 0.5%. The\u00a0SPDR Dow Jones Industrial Average ETF (DIA) slipped as well, down around 0.60%, while the Nasdaq-100 tracking\u00a0Invesco QQQ Trust (QQQ) moved over 0.30% lower.\u00a0  <\/p>\n<p>        Nvidia Wants Custom Chips On Its Infrastructure          <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">NVLink Fusion is designed to reduce the complexity of developing and deploying custom AI accelerators. According to Huang, the platform brings together Nvidia&#8217;s NVLink connectivity, chip-to-chip interconnects, and memory technologies.\u00a0  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">He added that this would allow customers to focus on designing specialized compute while relying on Nvidia and MediaTek for much of the surrounding infrastructure. &#8220;If they would like to put a specialized XPU into a data center, why not make it easier for them to connect it to the NVIDIA infrastructure?&#8221; Huang said.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The companies also extended their collaboration into automotive technology, combining MediaTek&#8217;s automotive SoCs with Nvidia&#8217;s accelerated computing, AI and graphics technologies for software-defined vehicles.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Huang stated that Nvidia&#8217;s GPUs remain general-purpose accelerators capable of handling a broad range of AI workloads, from data processing and model training to inference and agentic AI.  <\/p>\n<p>       How Is Retail Feeling About Nvidia&#8217;s Partnership With MediaTek?         <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">On Stocktwits, retail sentiment around Nvidia continued to trend in &#8216;extremely bullish&#8217; territory over the past day, and chatter remained at &#8216;extremely high&#8217; levels.  <\/p>\n<p>   <a href=\"https:\/\/s.yimg.com\/lo\/mysterio\/api\/db18af74722c9ae53c51d41e570c1626e9149370b6113fc480d922f3b0c14d6d\/lightyear_networkapi\/resizefit_w960%3Bquality_80%3Bformat_webp\/https%3A%2F%2Fmedia.zenfs.com%2Fen%2Fstocktwits_383%2Fa778adefbf49df17d6263446c1679228.png\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img loading=\"lazy\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"Screenshot 2026-08-31 121838.png\" height=\"512\" width=\"960\" class=\"yf-1f8hkhu loader\"\/><\/a> NVDA stock retail sentiment on August 31 as of 12:00 p.m. ET | Source: Stocktwits          <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Some traders viewed the MediaTek investment as a strategic move to secure supply and strengthen Nvidia&#8217;s position across the custom-chip and networking ecosystem. Others suggested the deal could help Nvidia align the broader ASIC market with its technology and potentially strengthen its position against rivals such as Broadcom (AVGO).  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Nvidia has outperformed both the Magnificent 7 and the S&amp;P 500 in August, rising around 9.5%, against a 4% gain for the Mag 7 and a 2.42% uptick for the broader index.\u00a0  <\/p>\n<p>   <a href=\"https:\/\/s.yimg.com\/lo\/mysterio\/api\/819f10170a2a3c95e5b48b755f07d10f795f787d498d1c0c6da002a80de838a3\/lightyear_networkapi\/resizefit_w960%3Bquality_80%3Bformat_webp\/https%3A%2F%2Fmedia.zenfs.com%2Fen%2Fstocktwits_383%2F558b15a1397c30e19c86b74cfdb8789c.png\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img loading=\"lazy\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"koyfin_20260831_121113977.png\" height=\"496\" width=\"960\" class=\"yf-1f8hkhu loader\"\/><\/a> NVDA stock, S&amp;P 500 and MAGS price performance month-to-date on August 31 as of 12:00 p.m. ET | Source: Koyfin          <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The outperformance accelerated after Nvidia&#8217;s\u00a0<a href=\"https:\/\/stocktwits.com\/news-articles\/markets\/equity\/nvidia-earnings-ai-jenga-dan-ives-msft-googl-amzn-tech-rally\/cZYobLyRJqb\" data-ylk=\"slk:earnings%20report;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;earnings report&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">earnings report<\/a> last week, which beat market expectations on both earnings and revenue.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><strong>Read also:\u00a0<\/strong><a href=\"https:\/\/stocktwits.com\/news-articles\/markets\/equity\/tom-lee-september-market-rally-fed-rate-hold-bitcoin-first-leg-up\/cZYywsbRJs1\" data-ylk=\"slk:Tom%20Lee%20Sees%20&#039;Very%20Strong&#039;%20September%20Market%20Rally%20If%20Fed%20Holds%20Rates%20%E2%80%93%20Says%20Bitcoin&#039;s%20&#039;First%20Leg%20Up&#039;%20Has%20Begun;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Tom Lee Sees &#039;Very Strong&#039; September Market Rally If Fed Holds Rates \u2013 Says Bitcoin&#039;s &#039;First Leg Up&#039; Has Begun&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><strong>Tom Lee Sees &#8216;Very Strong&#8217; September Market Rally If Fed Holds Rates \u2013 Says Bitcoin&#8217;s &#8216;First Leg Up&#8217; Has Begun<\/strong><\/a>  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">For updates and corrections, email newsroom[at]stocktwits[dot]com.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Prabhjote Gill has no position in any of the stocks mentioned in this article. StockTwits&#8217; news team content is for informational purposes only and is not intended as investment advice. For more, see our <a href=\"https:\/\/stocktwits.com\/about-newsroom\" data-ylk=\"slk:editorial%20policy;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;editorial policy&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">editorial policy<\/a>. This article was originally published on <a href=\"https:\/\/stocktwits.com\/news\/articles\" data-ylk=\"slk:StockTwits;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;StockTwits&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">StockTwits<\/a>.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><strong>Related:<\/strong>  <\/p>\n","protected":false},"excerpt":{"rendered":"The new partnership includes support for MediaTek&#8217;s custom XPUs to plug into Nvidia&#8217;s NVLink-connected, rack-scale AI systems through&hellip;\n","protected":false},"author":2,"featured_media":665621,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[261],"tags":[291,289,290,18,89542,19,17,53464,292,161482,281197,82],"class_list":["post-665620","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-eire","tag-huang","tag-ie","tag-ireland","tag-mediatek","tag-nvidia","tag-nvlink","tag-nvlink-fusion","tag-technology"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/117191639349542388","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/665620","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=665620"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/665620\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/665621"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=665620"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=665620"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=665620"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}