Micron Shares Jump 5% on Strategic AI Deal with Anthropic

Wolfe Research Reaffirms AMD $450 Price Target on AI, GPU Growth

Resonac CEO: AI Chip Demand Surges as Company Navigates China Supply Chain Risks

JPMorgan Urges Aggressive Broadcom Buy on AI Chip Strength

Amazon's Custom AI Chips Gain Ground as Nvidia Alternative

Bernstein Lifts AMD Price Target to $600 on AI Chip Optimism

Goldman Sachs Predicts TSMC Stock Gains on Surging AI Chip Demand

Nvidia Plans $20 Billion US Bond Issuance to Finance AI Chip Expansion

ByteDance in Talks to Buy AI Chips from Iluvatar CoreX, Moving Away from Nvidia

Broadcom and Marvell Post Record Revenues as Custom AI Chips Reshape Data Centers

Nvidia and SK Hynix Forge Multiyear Chip Deal as CEO Huang Predicts Years-Long Shortage

Nvidia Market Cap Breaks $5 Trillion as Semiconductor Demand Surges

Bitcoin

This economic strength reinforces South Korea's role as a bellwether for global trade and tech demand. For crypto, it signals potential capital inflows from Korean retail and institutional investors, but also raises the risk of tighter regulatory oversight as the government balances innovation with financial stability.

South Korea's economy is booming as its companies capitalize on the AI race and global conflict.

South Korea's Boom in Chips, Ships, Guns May Starve Crypto of Talent and Capital

South Korea’s old-economy boom may starve its crypto ecosystem of talent and capital, not feed it.

Bitcoin Slides to $62K as AI Chip Selloff Spills Into Crypto Markets

Bitcoin at Risk of $60K Drop as AI Profit-Taking Dents Crypto Market

TSMC Weighs Chip Price Hike as CEO Bets Big on AI Growth

TSMC CEO Says Taiwan’s AI Chip Dominance Nearly Impossible to Challenge

Broadcom Shares Slide 4% as AI Chip Revenue Surges 143%

BIS Clamps Down on AI Chip Sales to Chinese-Owned Firms Abroad, Nvidia Exports to China Hit Zero

Nvidia CEO Jensen Huang to Visit South Korea Next Week

Marvell Stock Surges 142% on AI Chip Demand Ahead of Earnings Report

NVDA

This statement comes amid extreme fear in crypto markets (Fear & Greed at 25) and a bearish macro environment. Any easing of geopolitical tensions could provide a catalyst for a relief rally, especially for AI-related tokens and tech-correlated assets. However, the timeline is uncertain, and the immediate impact is muted as the market awaits concrete policy changes.

Nvidia Corporation

Nvidia CEO Jensen Huang stated he expects Chinese authorities to eventually allow imports of US AI chips.

Nvidia CEO Expects China to Eventually Allow US AI Chip Imports

China AI chip import easing could flood GPU supply, crushing revenue for decentralized compute networks

Jensen Huang Vows Nvidia Will Hit $1 Trillion in Sales, Reshaping AI and Crypto Chip Markets

Nvidia Forecasts $200 Billion CPU Market, Eyes China Demand Despite Export Curbs

Nvidia's AI Chip Dominance Holds as Rivals Struggle with Ecosystem, Scale

Nvidia CEO Says Company Is Conceding China AI Chip Market to Huawei

Nvidia Data Center Revenue Surpasses $62.3 Billion, Outstripping Rivals

Anthropic in Talks to Use Microsoft’s Custom AI Chips for Inference Workloads

Anthropic Tests Microsoft’s Maia AI Chips on Azure as Cloud War Intensifies

Baird Raises Nvidia Price Target to $500 After Q1 Earnings