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Jensen Huang

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Nvidia's unveiling of the RTX Spark and Vera AI agent chips, alongside CEO Jensen Huang’s upcoming meetings, is driving significant optimism in the technology sector and reverberating across Asian markets. The RTX Spark, co-developed with Microsoft and MediaTek, aims to challenge established players like Intel and AMD in the PC processor space, while the Vera Rubin chip promises substantial performance gains for AI tasks. Despite heightened geopolitical tensions stemming from US-Iran strikes and concerns about shipping disruptions, markets are largely focused on the positive implications of Nvidia’s advancements, as evidenced by record highs in South Korea’s KOSPI and gains in US equity futures, suggesting continued investor enthusiasm for AI-driven growth.