- CPU Mediatek and Fuse of memory with the NVIDIA GPU in GB10 Superchip Collaboration
- The strategic appeal will sparkle Nvidia speculation continuing the acquisition of Mediatek of $ 73 billion
- Aside from regulatory obstacles, GB10 shows a potential transformer of their partnership
The role of Mediatek in GB10 GB10 of Nvidia Superchip Blackwell was clearly indicated in a new presentation, the chief of Nvidia Jensen Huang should therefore consider an acquisition of $ 73 billion from the Taiwanese company?
The GB10, initially scheduled for July 2025 but delayed, is presented as a mixture of processor and memory designs of Mediatek with the GPU expertise of Nvidia.
Based on the experience of the Mediatek chip system, Nvidia has been able to demonstrate how the interfaces and standard industry protocols can link its Blackwell GPU to a compact and efficient set.
A acquisition has a lot of sense
This collaboration, officially recognized in the presentation, is what leads me to speculate on a deeper link of the company.
Nvidia has shown a desire to pursue major acquisitions in the past, such as its failure of $ 40 billion for Arm in 2022.
The regulators blocked this agreement, citing competition problems, and a similar challenge would probably be faced with any attempted purchase of Mediatek.
The Taiwan government could also be reluctant to see one of its most precious semiconductive companies acquired by an American company.
Despite this, Nvidia’s dependence at Mediatek in GB10 highlights the strategic importance of the partnership.
Mediatek is a major player in SOCs for smartphones, and with NVIDIA aimed at extending the fleas based on the arms in laptops and game devices, the company’s possession could give it both technology and supply chain expertise.
With an assessment estimated at $ 73 billion, the acquisition of Mediatek would not be cheap, but Nvidia could certainly afford it, taking into account its rapid increase in market capitalization.
For the moment, the GB10 is an excellent example of what the two technology giants can achieve when they work together.
It combines 20 ARM V9.2 Arm processor cores, graphic cores based on Blackwell with 31 FP32 performance tflops and up to 128 GB of LPDDR5X memory unified in a double Dielet package on the N3 process of TSMC.
Whether NVIDIA will entertain or not the acquisition of Mediatek, the GB10 confirms that the two companies are already closely linked to both technology and strategy.
