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NVIDIA and MediaTek have deepened their partnership with a $3.5 billion investment deal and the adoption of NVIDIA's NVLink Fusion platform, marking a major move to expand NVIDIA's AI ecosystem into custom chip development. Under the agreement, NVIDIA will purchase convertible bonds from MediaTek, while MediaTek will license NVIDIA's complete NVLink Fusion technology stack—including the Fusion chiplet, NVLink-C2C, and the new NVHBM memory protocol—to offer to its own customers. This technology licensing is significant because it enables MediaTek's custom silicon clients, particularly hyperscalers developing their own XPU accelerator chips (e.g., Google TPUs, Meta MTIA, OpenAI Jalapeno), to integrate NVLink support and plug into NVIDIA's rack-scale hardware ecosystem. The deal builds on their existing collaboration, most notably the GB10 SoC used in NVIDIA's DGX and RTX Spark boxes, where MediaTek developed the CPU cores and memory controller. NVIDIA confirmed that MediaTek will continue to co-develop future Spark chips, including Vera Rubin Spark and Rosa Feynman Spark, through 2030. The investment underscores NVIDIA's strategy to use its substantial profits—nearly $60 billion in the most recent quarter—to bootstrap AI infrastructure across the industry, positioning itself as the backbone of AI rather than just a hardware or IP vendor. By making NVLink Fusion widely available through MediaTek, NVIDIA is hedging against hyperscalers' growing in-house chip efforts while ensuring its interconnect technologies remain central to next-generation AI data centers.