Multiple positive catalysts, including NVIDIA's latest earnings report, have ignited a widespread rally in Asian technology stocks. The Bloomberg Asia Pacific Semiconductor Index surged as much as 5.5% following CEO Jensen Huang's reinforcement of the AI outlook. Huang highlighted expanding AI demand sources and application scenarios, placing particular emphasis on the potential of "physical AI"—opportunities arising from the growing adoption of humanoid robots and autonomous vehicles.

Concurrently, several other favorable developments emerged: Samsung Electronics reached a last-minute agreement with its union, averting a strike; OpenAI is reportedly preparing for an initial public offering; and Anthropic PBC is on track for its first profitable quarter following a surge in revenue.

An analyst from Wedbush Securities noted that "Huang and NVIDIA have once again delivered a textbook quarter, with metrics surpassing expectations across the board and guidance significantly exceeding Wall Street's forecasts." The robust outlook, the analyst added, "provides the market with greater clarity on the company's order backlog and business pipeline for the coming years."

Driven by this momentum, Samsung's stock price jumped 8.5% in Seoul on Thursday. SK Hynix, another memory chipmaker and NVIDIA supplier, saw its shares rise 11%. SoftBank Group, an investor in OpenAI, surged 20% in Tokyo. Key NVIDIA supply chain partners Taiwan Semiconductor Manufacturing Company and Hon Hai Precision Industry (Foxconn) advanced approximately 2% and 3%, respectively. In contrast, NVIDIA's own stock price showed relatively muted movement in after-hours trading in New York.