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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.

While we acknowledge the risk and potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NVDA and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 10 Best Large Cap Dividend Growth Stocks to Invest In and 10 Best BDC Stocks to Buy Right Now

Disclosure: None. Follow Insider Monkey on Google News.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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