英伟达35亿美元投资联发科，重塑AI芯片格局

Yep, with $NVDA investing $3.5B into Mediatek.

It does feel like Nvidia is playing kingmaker with the next generation of ASIC winners like $MRVL / Mediatek, with a second order effect of eroding $AVGO position.

Playbook feels similar to what they did with Neoclouds like $NBIS and $CRWV (vs. hyperscaler cloud programs)

Help create the next leaders, then make them both financially and strategically aligned with Nvidia.

I do think it’s brilliant, but moves like this might push $AMD, $AVGO, and certain hyperscalers closer together.

Regardless this move cements Nvidia’s strategic position in inference (where hyperscaler ASICs were a former long-term bear case).