$NVIDIA (NVDA.US)$ FPT's development of the AI Factory and adoption of NVIDIA GPUs reflects the ongoing expansion in demand for AI computing power. While the short-term impact on earnings is limited, it strengthens its presence in Southeast Asia and Japan. As AI shifts from training to inference, demand for computing power will become more stable, supporting long-term growth prospects. This represents a structural positive rather than a short-term catalyst.
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