Nvidia AI push sparks an Asia tech rally as Jensen Huang boosts optimism around robotics, AI chips, semiconductor stocks, and automation growth.

South Korean asset managers are expanding semiconductor ETFs and increasing exposure to Samsung Electronics and SK hynix as AI chip demand drives market growth.

Nvidia says it has “largely conceded” China’s AI chip market to Huawei amid tighter US export controls, while reporting strong revenue growth and new H200 approvals.

Singtel reports higher annual profit, expands AI-ready data centers with Nvidia, and warns of inflation risks from the Iran conflict across Asian markets.