Technology stocks in Asia surged on Thursday after Nvidia’s (NASDAQ: NVDA) impressive earnings report and strong fourth-quarter forecast provided a major boost to investor sentiment. The chipmaker’s results eased concerns about a potential AI bubble, sparking a rally in tech shares that has helped global stock indexes reach record highs this year.

Nvidia’s Stellar Earnings Fuel Market Optimism

Nvidia surprised Wall Street by posting accelerating growth in Q3 2025, reversing a trend of slowing sales over several quarters. The company also issued a fourth-quarter sales forecast of $65 billion, surpassing analysts’ expectations of $61.66 billion, with projected gross margins in the mid-70% range. Following the announcement, Nvidia’s shares rose 5% in extended trading, demonstrating the market’s confidence in the chipmaker’s AI-driven growth.

Chris Zaccarelli, Chief Investment Officer at Northlight Asset Management, noted that despite recent concerns over the AI sector, Nvidia and other leading tech companies continue to reinvest heavily in AI infrastructure:

“Market psychology has been negative this month as investors worried that the artificial intelligence infrastructure build-out was a bubble… But the largest technology companies in the world are extremely profitable and are reinvesting billions of dollars into data centers, servers, and chips, and the spending is real.”

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Asian Tech Stocks Benefit from Nvidia’s Momentum

Nvidia’s performance had a ripple effect across Asia’s technology markets, boosting both semiconductor suppliers and major tech companies.

• Taiwan’s TSMC (2330.TW), Nvidia’s primary chip supplier, jumped 3.6%.
• South Korea’s SK Hynix (000660.KS) gained more than 4%, while Samsung Electronics (005930.KS) rose 4.5%.
• Tech-heavy indexes also surged: Taiwan’s TWII and South Korea’s KS11 climbed over 2%, and Japan’s Nikkei (.N225) advanced more than 3%, reclaiming the 50,000 level.

Individual AI and semiconductor-related stocks saw particularly strong gains:

• Advantest (6857.T) surged 9%.
• SoftBank Group (9984.T) and Tokyo Electron (8035.T) rose 4% and 5%, respectively.

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AI Infrastructure Spending Driving Real Growth

Investors had recently been concerned about the sustainability of AI infrastructure spending, amid high-profile tech sell-offs and fears of stretched valuations. However, Nvidia’s earnings highlighted that much of the spending is driven by genuine demand for AI compute capacity.

Cloud giants such as Microsoft (MSFT) and Amazon (AMZN) are investing billions in AI data centers. While some investors have suggested these companies may be artificially inflating earnings by extending the depreciation schedules of AI hardware, the underlying investment in AI technology remains substantial.

The strong performance of Nvidia and its partners demonstrates that the AI chip market is more than just hype, providing tangible growth for technology companies worldwide.

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Conclusion

Nvidia’s stellar earnings and strong fourth-quarter forecast have rekindled investor confidence in the tech sector and relieved fears of an imminent AI bubble. The chipmaker’s results not only boosted its own stock but also propelled gains in Asian semiconductor suppliers, cloud service providers, and AI-focused technology firms.

As companies continue to pour billions into AI infrastructure, the sector is set to remain a key driver of global tech market growth, with Nvidia leading the charge.