Nvidia Partnerships Fuel Surge in Asian Tech Suppliers, Bloomberg Reports

NVIDIA Corporation (NASDAQ:NVDA) is included among the 10 Best Blue Chip Stocks to Invest in According to Billionaires.

On May 3, Bloomberg reported that the list of Asian stocks benefiting from business partnerships with NVIDIA Corporation (NASDAQ:NVDA) is getting longer, as the region becomes more tied into the company’s ecosystem.

Investor interest in these firms, some still relatively unknown outside their industries or home markets, shows how Nvidia-driven demand is shaping stock performance across Asia’s tech supply chain. Asian suppliers now make up about 90% of Nvidia’s production costs, up from around 65% last year, based on Bloomberg data. The rapid growth in demand for its products has increased reliance on partners in Asia, especially in manufacturing, assembly, and key components.

NVIDIA has expanded its network of partners in the region over the past few years. Much of that growth has come through deeper chip-related ties with companies such as SK Hynix Inc. and Samsung Electronics Co. Those partnerships focused on scaling AI computing power. More recently, the direction has started to shift. New collaborations suggest a move beyond semiconductors and into physical AI, including robotics.

NVIDIA’s push into physical AI, covering robotics, autonomous systems, and AI-driven manufacturing, extends its reach beyond chips into real-world use. That shift positions Asia as a key partner in the next phase of growth. Chief Executive Officer Jensen Huang has described physical AI as the next stage after generative AI.

NVIDIA Corporation (NASDAQ:NVDA) operates as an artificial intelligence infrastructure company. It focuses on accelerated computing to solve complex computational problems. The company runs through two main segments: Compute & Networking and Graphics.

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