While Nvidia's (NVDA) stock 澳洲幸运5官方开奖结果体彩网:made modest gains Wednesday in the wake of CEO Jensen Huang’s keynote Tuesday, shares of several partners surged on expectations they could benefit from ties to the chipmaker🦩.

Coherent (COHR), which produces components used in data centers, saw its stock jump close to 7%, while shares of server maker Supermicro (SMCI) and Amphenol (APH), which makes copper cableဣs for Nvidia, added close to 6%. Nvidia shares ed🍃ged about 2% higher.

Corning (GLW), Lumentum (LITE), and Fabrinet (FN) shares climbed as well, with JPMorgan analysts telling clients the companies could be poised for growth as Nvidia's clients scale their 澳洲幸运5官方开奖结果体彩网:artificial intelligence capabilities. 

The analysts said Huang “alleviated investor concerns” by telling GTC attendees he believes data center capital expenditures could 澳洲幸运5官方开奖结果体彩网:exceed $1 trillion by 2028. Some investors have worried about the impact of lower-cost AI models, like 澳洲幸运5官方开奖结果体彩网:DeepSeek’s R1, on companies' willingness ♊to invest in AI in👍frastructure, JPMorgan said. 

Wedbush analysts said they expect strong demand for Nvidia's chips could have a "ripple impact,” estimating that for every $1 spent on an Nvidia chip there could be a $8 to $10 multiplier "across the tech ecosystem with the hyperscalers, software, data center buildouts, cyber security, and energy demand all benefiting.”