1. Nvidia stock has risen 9% this week, adding over $200 billion in value to the company.
2. Recent rumors suggest a partnership between Nvidia and MediaTek to create chips for AI laptops and a gaming handheld.
3. Nvidia and Dell are hinting at entering the AI PC market together, with plans possibly coming to fruition next year.
Nvidia has been experiencing significant success recently, with its stock rising 9% in just this week, adding over $200 billion in value to the company. The company’s focus on AI has proven to be a lucrative move, with rumors circulating about partnerships with MediaTek to create chips for AI laptops and gaming handheld devices. Additionally, Nvidia and Dell are rumored to be teaming up to enter the AI PC market together.
During an interview at the Dell World Conference in Las Vegas, Nvidia CEO Jensen Huang and Dell Chairman/CEO Michael Dell hinted at a collaboration in the AI PC market. Huang highlighted that Nvidia’s GPUs already use AI technology, suggesting their presence in the AI PC market. While the specifics of their partnership remain unclear, it is expected that any products resulting from this collaboration won’t be seen until early 2025.
Dell confirmed that their future PCs will be classified as AI PCs, indicating a strategic shift in their product offerings. The collaboration between Nvidia and Dell aims to establish an AI Factory, offering new edge, workstation, services, and solutions to help commercial enterprises integrate AI into their workflows seamlessly. The market for AI PCs is still developing, with Qualcomm currently leading the industry, but Nvidia and Dell’s partnership suggests potential competition in the near future.