Nvidia’s AI GPUs Drive TSMC to $4.3 Trillion as Intel AI Revenue Rises 22%
Surging sales of Nvidia’s AI GPUs have lifted Taiwan’s TSMC to a $4.3 trillion market cap and propelled South Korean peers within $140 billion of that milestone, underlining Nvidia’s central role in global chip valuations. Meanwhile, Intel’s AI division posted 22% revenue growth to $5.1 billion as Nvidia-powered cloud deployments expand.
1. Nvidia’s GPUs Drive Asian Chip Sector Rally
The explosive demand for Nvidia’s AI GPUs has lifted TSMC’s market capitalization to nearly $4.3 trillion, surpassing the United Kingdom, and brought South Korean leaders Samsung and SK Hynix within $140 billion of that mark. This surge underscores Nvidia’s role as the primary engine of growth in Asia’s technology-heavy equity markets.
2. Intel’s AI Division Gains Intensify Competition
Intel reported AI-related data-center revenue of $5.1 billion in Q1, up 22%, with adjusted net income surging 156% to $1.5 billion, signaling growing pressure on Nvidia in enterprise AI computing. The rival’s strong performance highlights heightened competition as chipmakers vie for market share in agentic AI workloads.
3. Cloud Partnerships Cement Nvidia’s Infrastructure Lead
Major cloud providers and startups are integrating Nvidia’s GB300 GPUs, exemplified by a multibillion-dollar Google Cloud deployment, boosting demand for Nvidia hardware. These partnerships reinforce Nvidia’s dominance in AI infrastructure and have contributed to record highs in major U.S. stock indices.