{"id":5214,"date":"2026-09-29T21:09:19","date_gmt":"2026-09-29T21:09:19","guid":{"rendered":"https:\/\/netguide.io\/news\/2026\/09\/29\/nvidias-3-5-billion-deal-vaults-mediatek-nel-top-ai-chipmaker-club\/"},"modified":"2026-09-29T21:09:20","modified_gmt":"2026-09-29T21:09:20","slug":"nvidias-3-5-billion-deal-vaults-mediatek-nel-top-ai-chipmaker-club","status":"publish","type":"post","link":"https:\/\/netguide.io\/news\/it\/2026\/09\/29\/nvidias-3-5-billion-deal-vaults-mediatek-nel-top-ai-chipmaker-club\/","title":{"rendered":"Nvidia&#8217;s $3.5 Billion Deal Vaults MediaTek nel Top AI Chipmaker Club"},"content":{"rendered":"<div id=\"netgu-3296673997\" class=\"netgu-before-content netgu-entity-placement\"><script async src=\"\/\/pagead2.googlesyndication.com\/pagead\/js\/adsbygoogle.js?client=ca-pub-6258556257245998\" crossorigin=\"anonymous\"><\/script><ins class=\"adsbygoogle\" style=\"display:block;\" data-ad-client=\"ca-pub-6258556257245998\" \ndata-ad-slot=\"3494115342\" \ndata-ad-format=\"auto\"><\/ins>\n<script> \n(adsbygoogle = window.adsbygoogle || []).push({}); \n<\/script>\n<\/div>\n<p class=\"wp-block-paragraph\"><strong>Nvidia sta investendo 3,5 miliardi di dollari nel chip designer taiwanese MediaTek \u2013 trasformando l&#8217;azienda durante la notte in un concorrente serio nel mercato multimilionario per chip AI personalizzati. Il palo, descritto da Bloomberg come il pi\u00f9 grande investimento diretto di Nvidia al di fuori degli Stati Uniti, \u00e8 stato annunciato luned\u00ec.<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Che cosa \u00e8 stato effettivamente concordato<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Nvidia sta comprando i titoli convertibili MediaTek; secondo diversi rapporti, il gigante della GPU sta prendendo circa il 90 per cento dell&#8217;emissione. Eppure il cuore dell&#8217;accordo \u00e8 meno il denaro della tecnologia: MediaTek ottiene l&#8217;accesso a Nvidia <strong>Fusione di NVLink<\/strong> piattaforma. Consente alle aziende cloud di progettare i propri acceleratori AI (ASIC) che si collegano direttamente ai data center basati su Nvidia. Le due aziende hanno anche intenzione di collaborare ai PC AI (RTX e DGX Spark) e all&#8217;automotive (Nvidia Drive AGX).<\/p><div id=\"netgu-2776308017\" class=\"netgu-content netgu-entity-placement\"><aside class=\"deals-top deals-top--compact\">\n\n\t\t\t<h3 class=\"deals-top__title\">Top-Deals<\/h3>\n\t\n\t\t\t<ul class=\"deals-top__list\">\n\t\t\t\t\t\t\t<li class=\"deals-top__item\">\n\t\t\t\t\t<a class=\"deals-top__link\" href=\"https:\/\/netguide.io\/deals\/de\/deals\/moon-knight-digital-watch-face-fuer-wear-os-4\/\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img class=\"deals-top__image\" src=\"https:\/\/netguide.io\/news\/wp-content\/uploads\/sites\/15\/2026\/09\/deal-27-150x150.png\" alt=\"\" width=\"52\" height=\"52\" loading=\"lazy\" \/>\n\t\t\t\t\t\t\n\t\t\t\t\t\t<span class=\"deals-top__body\">\n\t\t\t\t\t\t\t<span class=\"deals-top__name\">MOON KNIGHT Digital Watch Face f\u00fcr Wear OS 4+<\/span>\n\n\t\t\t\t\t\t\t<span class=\"deals-top__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"deals-top__price\">Gratis<\/span>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<s>0.89 \u20ac<\/s>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"deals-discount\">-100%<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t<\/span>\n\n\t\t\t\t\t\t<span class=\"deals-top__temperature\">\n\t\t\t\t\t\t\t55\u00b0\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/li>\n\t\t\t\t\t\t\t<li class=\"deals-top__item\">\n\t\t\t\t\t<a class=\"deals-top__link\" href=\"https:\/\/netguide.io\/deals\/de\/deals\/train-sim-world-7-starter-pack-kostenlos-fuer-ps4-ps5-xbox-pc\/\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img class=\"deals-top__image\" src=\"https:\/\/netguide.io\/news\/wp-content\/uploads\/sites\/15\/2026\/09\/capsule_616x353-11-150x150.jpg\" alt=\"\" width=\"52\" height=\"52\" loading=\"lazy\" \/>\n\t\t\t\t\t\t\n\t\t\t\t\t\t<span class=\"deals-top__body\">\n\t\t\t\t\t\t\t<span class=\"deals-top__name\">Train Sim World 7: Starter Pack kostenlos f\u00fcr PS4, PS5, Xbox, PC<\/span>\n\n\t\t\t\t\t\t\t<span class=\"deals-top__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"deals-top__price\">Gratis<\/span>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t<\/span>\n\n\t\t\t\t\t\t<span class=\"deals-top__temperature\">\n\t\t\t\t\t\t\t55\u00b0\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/li>\n\t\t\t\t\t\t\t<li class=\"deals-top__item\">\n\t\t\t\t\t<a class=\"deals-top__link\" href=\"https:\/\/netguide.io\/deals\/de\/deals\/ml2u-watchfaces-fuer-wearos-im-google-play-store-2\/\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img class=\"deals-top__image\" src=\"https:\/\/netguide.io\/news\/wp-content\/uploads\/sites\/15\/2026\/09\/2844734_1-150x150.webp\" alt=\"\" width=\"52\" height=\"52\" loading=\"lazy\" \/>\n\t\t\t\t\t\t\n\t\t\t\t\t\t<span class=\"deals-top__body\">\n\t\t\t\t\t\t\t<span class=\"deals-top__name\">ML2U Watchfaces f\u00fcr WearOS im Google Play Store<\/span>\n\n\t\t\t\t\t\t\t<span class=\"deals-top__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"deals-top__price\">Gratis<\/span>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<s>1.39 \u20ac<\/s>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"deals-discount\">-100%<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t<\/span>\n\n\t\t\t\t\t\t<span class=\"deals-top__temperature\">\n\t\t\t\t\t\t\t54\u00b0\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/li>\n\t\t\t\t\t\t\t<li class=\"deals-top__item\">\n\t\t\t\t\t<a class=\"deals-top__link\" href=\"https:\/\/netguide.io\/deals\/de\/deals\/kostenloses-dlc-bundle-fuer-gears-of-war-e-day-liquid-death-bundle\/\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img class=\"deals-top__image\" src=\"https:\/\/netguide.io\/news\/wp-content\/uploads\/sites\/15\/2026\/09\/2844571_1-150x150.webp\" alt=\"\" width=\"52\" height=\"52\" loading=\"lazy\" \/>\n\t\t\t\t\t\t\n\t\t\t\t\t\t<span class=\"deals-top__body\">\n\t\t\t\t\t\t\t<span class=\"deals-top__name\">Kostenloses DLC-Bundle f\u00fcr Gears of War E-Day \u2013 Liquid Death Bundle<\/span>\n\n\t\t\t\t\t\t\t<span class=\"deals-top__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"deals-top__price\">Gratis<\/span>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t<\/span>\n\n\t\t\t\t\t\t<span class=\"deals-top__temperature\">\n\t\t\t\t\t\t\t54\u00b0\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/li>\n\t\t\t\t\t\t\t<li class=\"deals-top__item\">\n\t\t\t\t\t<a class=\"deals-top__link\" href=\"https:\/\/netguide.io\/deals\/de\/deals\/kostenlose-emote-im-clash-royale-store\/\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img class=\"deals-top__image\" src=\"https:\/\/netguide.io\/news\/wp-content\/uploads\/sites\/15\/2026\/09\/share-image-clashroyale-150x150.jpg\" alt=\"\" width=\"52\" height=\"52\" loading=\"lazy\" \/>\n\t\t\t\t\t\t\n\t\t\t\t\t\t<span class=\"deals-top__body\">\n\t\t\t\t\t\t\t<span class=\"deals-top__name\">Kostenlose Emote im Clash Royale-Store<\/span>\n\n\t\t\t\t\t\t\t<span class=\"deals-top__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"deals-top__price\">Gratis<\/span>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t<\/span>\n\n\t\t\t\t\t\t<span class=\"deals-top__temperature\">\n\t\t\t\t\t\t\t54\u00b0\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/li>\n\t\t\t\t\t<\/ul>\n\n\t\t\t\t\t<p class=\"deals-top__more\">\n\t\t\t\t<a href=\"https:\/\/netguide.io\/deals\/\">Alle Deals ansehen \u2192<\/a>\n\t\t\t<\/p>\n\t\t\t<\/aside>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Perch\u00e9 MediaTek si unisce al livello superiore<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">MediaTek si aspetta circa 2 miliardi di dollari nel 2026 ricavi dal suo business ASIC datacenter personalizzato e sta puntando circa il 15 per cento di un mercato che sbava a circa 80 miliardi di dollari entro il 2027 \u2013 obiettivi ambiziosi, business-set. Questo lo mette testa a testa con Broadcom e Marvell, che controllano insieme circa il 95 per cento del mercato co-design ASIC secondo Bloomberg Intelligence e gi\u00e0 fornire Google e Amazon. Gli investitori hanno reagito velocemente: le azioni MediaTek sono saltate circa il 10 per cento il marted\u00ec e sono fino a quasi il 200 per cento anno ad oggi.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Il quadro pi\u00f9 grande<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Per Nvidia, la mossa \u00e8 strategica. Un numero crescente di iperscalers \u2013 Amazon, Google, Microsoft, OpenAI, Anthropic \u2013 stanno costruendo i propri chip per ridurre la loro dipendenza dalle GPU di Nvidia. Attraverso NVLink Fusion, Nvidia rimane comunque l&#8217;infrastruttura centrale che anche il silicio rivale deve attraccare in un modello &#8220;tollbooth&#8221;. Ci\u00f2 che rimane aperto \u00e8 quanto velocemente MediaTek atterra grandi ordini concreti: le cifre quotate sul mercato sono previsioni finora, non firmate accordi.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Fonti: <a href=\"https:\/\/techcrunch.com\/2026\/08\/31\/nvidias-3-5b-mediatek-bet-reveals-its-plan-for-tackling-big-techs-ai-chip-buildout\/\" rel=\"noopener nofollow\" target=\"_blank\">Tecnologia<\/a>\u266a <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2026-08-31\/nvidia-to-invest-3-5-billion-in-chipmaker-mediatek\" rel=\"noopener nofollow\" target=\"_blank\">Bloomberg<\/a>\u266a <a href=\"https:\/\/www.cnbc.com\/2026\/09\/01\/nvidia-deal-mediatek-shares.html\" rel=\"noopener nofollow\" target=\"_blank\">CNBC<\/a>\u266a <a href=\"https:\/\/www.trendforce.com\/news\/2026\/08\/20\/news-marvell-amd-reportedly-shake-up-google-tpu-race-putting-broadcom-mediatek-under-pressure\/\" rel=\"noopener nofollow\" target=\"_blank\">TrendForce<\/a>. Dal 2 settembre 2026.<\/em><\/p>\n<div id=\"netgu-2554439818\" class=\"netgu-after-content netgu-entity-placement\"><script async src=\"\/\/pagead2.googlesyndication.com\/pagead\/js\/adsbygoogle.js?client=ca-pub-6258556257245998\" crossorigin=\"anonymous\"><\/script><ins class=\"adsbygoogle\" style=\"display:block;\" data-ad-client=\"ca-pub-6258556257245998\" \ndata-ad-slot=\"4559785002\" \ndata-ad-format=\"auto\"><\/ins>\n<script> \n(adsbygoogle = window.adsbygoogle || []).push({}); \n<\/script>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Nvidia sta versando $3,5 miliardi in MediaTek e, attraverso la sua piattaforma NVLink Fusion, consegnando alla ditta taiwanese un modo nel mercato multimilionario per chip AI personalizzati \u2013 una sfida diretta a Broadcom e Marvell.<\/p>\n","protected":false},"author":1,"featured_media":1477,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center 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