Framing Analysis
Nvidia is investing $3.5 billion in MediaTek convertible bonds, granting the Taiwanese chipmaker access to Nvidia's NVLink and NVLink Fusion technologies for designing custom AI chips compatible with Nvidia-based data centers. The move coincides with Nvidia's separate partnership with Amazon Web Services to deploy an additional 2 million Nvidia GPUs. Dion Harris, Nvidia’s senior director of HPC and AI hyperscaler infrastructure solutions, described Nvidia as an AI infrastructure company on a call with reporters.