An Exclusive Interview with Jensen Huang on Nvidia’s AI Future

The Bloomberg program featured an exclusive interview with Nvidia CEO Jensen Huang alongside MediaTek CEO Rick Tsai, focusing on the companies' expanding relationship in artificial intelligence. The segment identified the partnership as worth $3.5B and framed it as part of Nvidia's effort to deepen its position across the AI ecosystem rather than relying only on its core accelerator business.

The interview comes after Nvidia reported FY 2026 revenue of $215.9B, up 65.5% year over year. The company achieved gross margins of 71.1%, net margins of 55.6% and diluted EPS of $4.90, giving the partnership a backdrop of already-strong operating performance rather than a turnaround story.

For Nvidia, the concrete connection is potential expansion of AI infrastructure and related products through MediaTek. MediaTek, led by Tsai, is the counterparty whose technology and commercial reach could help Nvidia broaden its ties across the chip supply chain. The $3.5B figure establishes the scale of the announced relationship, though specifics on how that amount will be recognized in Nvidia's revenue, the timing of deliveries or the expected margin profile remain unclear.

The bullish interpretation rests on Huang using the interview to reinforce Nvidia's AI roadmap while the company is already growing revenue at 65.5% year over year. The more cautious reading is that a strategic partnership, even one valued at $3.5B, does not by itself establish incremental earnings, and the interview provides no new forecast, order schedule or profitability target.

The next evidence will come from Nvidia's financial reporting and further disclosures on the MediaTek arrangement. Investors will need details on contract milestones, product availability and the contribution of the partnership relative to Nvidia's $215.9B revenue base. Until those figures are disclosed, the story strengthens the strategic narrative more clearly than it settles the near-term earnings outcome.