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Nvidia's moat is starting to look bigger than GPUs. A $3.5B MediaTek investment extends its reach into custom AI chips, PCs, cars and rack-scale systems through NVLink Fusion.
The interesting part is the strategy: instead of competing for every chip, Nvidia can make more companies build around its ecosystem.
The risk is paying to expand demand before partners prove the returns. #NvidiaBacksMediaTek
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