NVIDIA CEO's AI Infrastructure Remarks Boost Semiconductor Sector, Kospi Surpasses 5,000 Points

NVIDIA CEO Jensen Huang announced that global artificial intelligence infrastructure investment will reach trillions of dollars, driving a surge in semiconductor stocks and pushing South Korea’s Kospi index above the 5,000 point level. The comments made at the World Economic Forum in Davos fueled investor optimism amid geopolitical uncertainties. The Philadelphia Semiconductor Index rose 3.2% to 8,042.07 points, while Samsung Electronics surged as much as 5% on Thursday, reaching a record high. The Kospi climbed to 4,990.30 points, up 1.6%. Taiwan’s weighted index and Japan’s Nikkei 225 also advanced, with TSMC gaining 0.9%. Analysts believe the AI revolution is gaining momentum, supported by strong fundamentals and continued capital deployment. Upcoming earnings from Intel, Apple, and Meta may offer further insights into sector trends. Meanwhile, OpenAI is reportedly seeking a $50 billion funding round, valuing the company between $75 billion and $83 billion.