Nvidia’s CEO maps Asia’s AI future—without Seoul

Nvidia CEO Jensen Huang’s 2025 Asia tour has drawn attention not just for its high-profile stops but also for a significant omission: South Korea. While Huang celebrated the Lunar New Year in China, met with Japanese Prime Minister Fumio Kishida, and headlined Taiwan’s Computex 2025, he skipped visiting South Korea—a nation often dubbed a “semiconductor powerhouse.”

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Balancing act: Nvidia banks on Shanghai R&D center to sustain China market as US export curbs tighten

The Financial Times recently reported, citing informed sources, that Nvidia plans to establish a new R&D center in Shanghai to strengthen its strategic presence in the Chinese market. The initiative not only responds to China’s persistent strong demand for high-end chips but also underscores a pragmatic strategy by the US chip firm to find balance amid rising geopolitical tensions.

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Trump’s Middle East trip spurs major AI infrastructure deals, highlights energy and chip synergies

US President Donald Trump’s recent visit to the Middle East has emerged as a significant catalyst for the global AI industry, sparking new partnerships and investments aimed at addressing key infrastructure bottlenecks in the US. Amid growing challenges related to power grids and escalating capital requirements, the trip has helped align North American AI giants—including Nvidia, AMD, and Micron—with Middle Eastern capital and energy resources.

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