September 16, 2025 · 24-Hour AI Briefing: MediaTek’s 2nm SoC Breakthrough, CoreWeave’s $6.3B Deal, PayPal’s One-Click Payments
In the past 24 hours, the AI and tech world has seen three major developments: MediaTek successfully taped out its first 2nm flagship SoC, CoreWeave signed a multi-billion dollar deal with NVIDIA, and PayPal launched a simplified one-click payment feature. Here’s a closer look and analysis.
MediaTek Successfully Tapes Out 2nm Flagship SoC
MediaTek announced that its first flagship SoC built on TSMC’s 2nm process has been successfully taped out, with mass production expected by the end of next year. Compared to the N3E process, the 2nm technology delivers 1.2× higher logic density, 18% better performance, and about 36% lower power consumption at the same speed. The new flagship SoC, Dimensity 9400+, will launch in 2025 and power multiple smartphones. To date, MediaTek’s Dimensity flagship SoC shipments have surpassed 30 million units.
Analysis: The 2nm process represents the cutting edge of semiconductor technology, requiring enormous R&D investment and technical expertise. MediaTek’s progress shows its growing competitiveness in the high-end chip market, narrowing the gap with Apple and Qualcomm. With stronger performance, higher density, and better power efficiency, the new SoC will unlock more possibilities for smartphone makers—enabling advanced AI applications, smoother gaming, professional-grade imaging, and longer battery life.
CoreWeave Signs $6.3 Billion Capacity Deal with NVIDIA
CoreWeave has signed a $6.3 billion cloud computing capacity agreement with NVIDIA. Under the deal, NVIDIA commits to purchase any unsold capacity from CoreWeave before April 13, 2032. This builds on an earlier agreement first established in April 2023.
Analysis: As both shareholder and GPU supplier, NVIDIA is further cementing its end-to-end role in the AI ecosystem, ensuring full utilization of its chip production. For CoreWeave, the deal reinforces its reliance on NVIDIA’s ecosystem while also giving it leverage to expand its customer base. However, investors should remain cautious of potential risks tied to an overheated AI market.
PayPal Launches Personalized Payment Links
PayPal has introduced a personalized payment link feature for U.S. users. With this new service, users can generate one-time payment links and share them in any conversation to complete transactions instantly. The feature will expand internationally later this September, with the first rollout covering the UK, Italy, and other markets.
Analysis: Personalized payment links greatly simplify the transfer process, lowering barriers for casual users or those unfamiliar with PayPal’s platform. This “one-click” payment experience extends beyond e-commerce into everyday social interactions. However, link-based payments carry inherent risks such as phishing and fraud, making robust risk control and security essential for PayPal’s success.
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