“White-Haired Stock God” Serenity: Nvidia’s Bet on MediaTek May Signal Selection of the Next ASIC Leader

Odaily News "White-Haired Stock God" Serenity stated that with Nvidia investing $3.5 billion in MediaTek, Nvidia appears to be proactively "selecting" potential winners in the next-generation ASIC (Application-Specific Integrated Circuit) space through capital and strategic partnerships, with Marvell and MediaTek potentially emerging as key representatives.

Serenity believes that Nvidia's approach mirrors its earlier support for Neocloud companies Nebius and CoreWeave—namely, helping potential industry leaders grow before establishing deep financial and strategic ties, thereby consolidating its dominant position across the AI infrastructure supply chain. This strategy could create a "second-order effect" on Broadcom, weakening its relative advantage in the ASIC arena, while also potentially prompting AMD, Broadcom, and several major cloud service providers to strengthen cooperation further.

Serenity added that Nvidia's move deserves particular attention, as it will further cement its strategic position in the AI inference market and may also undermine the prior bearish thesis that "hyperscale cloud vendors developing in-house ASICs will pose a long-term challenge to Nvidia."