Nvidia (NASDAQ:NVDA) just released a big game in Vietnam, and it’s turning heads. CEO Jensen Huang struck a deal to build an AI research and development hub and state-of-the-art data center in Hanoi. This isn’t just another expansion move it’s a power play. With Vietnam aiming to achieve 100 billion in annual semiconductor revenue by 2050, Nvidia’s push could be the rocket fuel the country needs to cement its place in the global AI game. And let’s not forget the acquisition of VinBrain, Vingroup’s medical AI startups. Huang called it the beginning of a future design center, indicating that this is not the beginning of something big.
This partnership is part of Nvidia’s Southeast Asia blitz. Earlier this week, Huang was in Thailand, talking about AI infrastructure with their Prime Minister, while Malaysia is attracting billions in new data centers. But in Vietnam? It is clearly the crown jewel. Nvidia has already invested $250 million here, and tech heavyweight FPT is planning a $200 million AI factory using Nvidia’s technology. Prime Minister Pham Minh Chinh is pushing for clean energy, AI-powered industries, and a digital ecosystem. As Huang put it, Vietnam’s data is not just data; it is a natural and national resource.
For investors, the message couldn’t be clearer: Vietnam is shaping up to be the AI hub of Southeast Asia, and Nvidia is at the heart of the action. The stakes are high not only for Vietnam but also for Nvidia’s dominance in AI. If you’re looking for the next big thing in the tech race, this is it. Huang calling this the birthday of Nvidia Vietnam is not just symbolic; it is a bold claim that this collaboration is the beginning of something revolutionary.
This article first appeared on GuruFocus.
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