Nvidia Physical AI Fuels Asian Supplier Gains

Nvidia’s shift to “physical AI” raises Asian suppliers’ share of its production costs to ~90%, up from ~65% last year.
LG Electronics jumped up to 15% and Nanya Technology rose 10% after announcing collaborations with Nvidia on home robots and AI solutions.
hyperscalers Amazon, Microsoft and Alphabet each pledge nearly $200 bn AI spend, with Nvidia representing ~50% of Microsoft’s and ~25% of Amazon’s capex.
Samsung’s semiconductor unit posted a 48‑fold profit surge and SK Hynix earnings rose fivefold, underscoring the rally’s financial impact.