Nvidia (NASDAQ:NVDA) just dropped a massive play in Vietnam, and it’s turning heads. CEO Jensen Huang inked a deal to build an AI research and development hub and a cutting-edge data center in Hanoi. This isn’t just another expansion moveit’s a power play. With Vietnam aiming for $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 overlook the acquisition of VinBrain, Vingroup’s medical AI startup. Huang called it the starting point for a future design center, signaling this isn’t a one-offit’s the start of something huge.
This partnership is part of Nvidia’s Southeast Asia blitz. Earlier this week, Huang was in Thailand, talking AI infrastructure with their Prime Minister, while Malaysia is attracting billions for new data centers. But Vietnam? It’s clearly the crown jewel. Nvidia has already invested $250 million here, and tech heavyweight FPT plans a $200 million AI factory leveraging Nvidia’s tech. Prime Minister Pham Minh Chinh is aiming highclean energy, AI-powered industries, and a thriving digital ecosystem. As Huang put it, Vietnam’s data isn’t just data; it’s a natural and national resource.
For investors, the message couldn’t be clearer: Vietnam is shaping up to be Southeast Asia’s AI nerve center, and Nvidia is at the heart of the action. The stakes are massivenot just for Vietnam but 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 isn’t just symbolic; it’s a bold claim that this partnership is the beginning of something transformational.
This article first appeared on GuruFocus.