Nvidia’s market value surpassing $5 trillion is directly affecting the cryptocurrency market as expectations grow for AI-linked tokens. Traders are watching Nvidia’s performance and AI equipment investment trends as key variables for tokens such as Bittensor (TAO), Render (RNDR) and Fetch.ai (FET). Nvidia shares recently traded around $222 to $230 and hit a record close of $236.74 on May 14. Big tech firms are expected to invest $660 billion in AI infrastructure in 2026.

South Korea\'s semiconductor exports, which lifted quarterly GDP growth in the first quarter, are expected to gain further momentum in the second quarter as execution of a supplementary budget begins, Hana Securities said. It said rising semiconductor export prices are outpacing the recovery in volumes, raising the chance of a combined rebound in facility investment and domestic demand. It also cited sharp gains in memory chip contract prices and stronger April export values.