AI compute race heads toward space as MediaTek executive says 1 million H100s will be mid-tier by 2030

MediaTek’s executive proposing a seven-layer AI architecture challenges Nvidia’s five-tier 'cake' model, signaling a shift from centralized to distributed AI collaboration. This paradigm change will reshape chip design strategies, pushing upstream IP vendors toward modular and heterogeneous computing support, while downstream cloud providers must restructure their compute resource allocation. From a compliance standpoint, divergences between Taiwan, China and the U.S. on AI chip standards could intensify supply chain fragmentation and raise operational costs. Competitors like AMD, Intel, and domestic players may accelerate in-house AI chip development to counter future compute wars. In the short term, the rise of AI agent collaboration will accelerate edge-cloud synergy, while long-term trends suggest a multi-vendor compute platform landscape by 2025, establishing a new ecosystem dynamic.