Nvidia GTC aftershocks

Nvidia’s annual conference is still moving markets a month later, lifting Korean optical-networking shares and reviving questions about how fast its cloud-gaming plans are expanding in India. (en.sedaily.com) (in.ign.com) On March 24, Seoul Economic Daily reported that Korean optical semiconductor names including Woori Ro hit four straight daily limits after Jensen Huang highlighted silicon photonics at Nvidia’s March 2026 conference and after Nvidia invested $4.4 billion in Lumentum and Coherent. (en.sedaily.com) Silicon photonics is the hardware that moves data with light instead of only electrical signals, a shift Nvidia says can cut power use and make giant artificial-intelligence clusters more resilient. Nvidia’s Spectrum-X Photonics and Quantum-X photonics switches, announced at its March 18, 2025 conference, were pitched as networking gear for “millions of graphics processing units” with 3.5x energy savings and 10x resilience. (nvidianews.nvidia.com) (nvidia.com) That helps explain why Korean suppliers reacted so sharply. Seoul Economic Daily reported on March 26 that South Korea’s telecom-equipment exports rose 15% last year to $951.86 million, with optical-communications companies targeting 2 trillion won in exports as artificial-intelligence data-center demand rises. (en.sedaily.com) The same conference also reset expectations for Nvidia’s broader business. Seoul Economic Daily reported on March 17 that Huang told attendees to expect $500 billion of demand for Blackwell in 2026 and $1 trillion for Vera Rubin in 2027, helping drive gains in Samsung Electronics and SK Hynix. (en.sedaily.com) A separate aftershock is playing out in India, where GeForce Now appears to be finally nearing launch after repeated delays. IGN India reported on April 13 that Nvidia sent emails saying the service was “coming soon,” but Nvidia had not posted official Indian pricing or a full launch date at that point. (in.ign.com) The service had already slipped at least once. IGN India reported in December 2025 that GeForce Now for India moved from a planned November 2025 debut to the first quarter of 2026 because Nvidia was still building local servers. (in.ign.com) By April 14, Indian outlets including Business Standard and The Times of India reported that GeForce Now would begin early access on April 16, with invitations rolling out first to users who had registered earlier. Nvidia’s main GeForce Now pages still described the service in general terms and did not show India-specific pricing in the material surfaced here. (business-standard.com) (timesofindia.indiatimes.com) (nvidia.com) Put together, the post-conference picture is straightforward: Nvidia’s push into faster, lower-power data links is lifting suppliers tied to optical hardware, while its consumer cloud service is still converting “soon” into actual country-by-country rollouts. (nvidia.com) (in.ign.com)