Nvidia's strong quarter and upbeat forecast pushed Taiwan's heavyweight stocks higher, good news for investors riding the AI infrastructure trade.

• Delta Electronics briefly crossed the NT$1,800 mark, rising about 2.5% in morning trade.
• All four of Taiwan's largest index stocks gained after Nvidia beat expectations and guided higher for the current quarter.
• Delta sells power supplies and cooling gear, and says AI data centers need far more of both as computing demand grows.
• The company is building AI liquid-cooling test facilities and container-style data centers, and sees smart microgrids becoming key as power demand gets more complex.
• Its 80MW battery storage site in southern Taiwan, built with Kuan Tien Steel, is now connected to the grid and can supply a day's power for 30,000 homes.

Outlook: As long as AI spending holds up, Taiwan's power and cooling suppliers should keep drawing money into the market.