NVIDIA and MediaTek cooperate to develop AI chips, competing with Intel, AMD and Qualcomm

Both companies are clearly demonstrating their determination to dominate this rapidly growing market segment.

In fact, rumors surrounding a custom chip made by MediaTek for the PC AI market have been circulating for quite some time. And the hype increased a lot when news came out that NVIDIA was also involved in this project as a co-developer. 'Team Green' is currently the number one name in the AI ​​chip market for servers and data centers. It's sooner or later to move into the field of AI processors for personal computers.

The reason NVIDIA chose MediaTek as a partner is also an interesting question, but we will not discuss it here for now. It seems that NVIDIA CEO Jensen Huang seems to prioritize cooperation with Taiwanese companies.

According to leaked sources, MediaTek and NVIDIA's upcoming AI PC SoC model will launch next year, directly competing with Qualcomm's Snapdragon X Elite product line. Structurally, this chip will likely be manufactured on TSMC's advanced 3nm process, and based on ARM architecture. With NVIDIA's support, it is safe to say that we will witness a revolution in the field of integrated graphics.

MediaTek is currently an expert in developing "power-saving" mobile chips, such as the Dimensity 9400 series, so this Taiwanese manufacturer will not have difficulty launching a chip for the PC AI segment. , not only provides optimal performance but also has quite good energy saving performance.

It is said that the chip is currently in the design phase, with verification and sampling expected to get underway next quarter. Thus, the launch time in the first half of 2025 is completely feasible.

Interestingly, NVIDIA and MediaTek are still keeping quiet about this project, so it's likely that this will be a big surprise that could change the market dynamics. Considering that Intel and AMD are both slacking in their fields, MediaTek and NVIDIA can take advantage of this opportunity to break out and gain a higher foothold than their competitors in what is expected to be an extremely competitive market. This.

The PC AI market is expected to grow strongly in the coming years, with the hype around generative AI, every manufacturer is rapidly integrating the capabilities of this technology into their product lines . Therefore, it can be said that the NVIDIA-MediaTek alliance is receiving a lot of expectations, but we will have to wait and see what the actual developments will be like.

Micah Soto

Update 13 August 2024