In a packed Las Vegas arena, Nvidia founder Jensen Huang stood on stage and marveled over the crisp real-time computer graphics displayed on the screen behind him. He watched as a dark-haired woman walked through ornate gilded double doors and took in the rays of light that poured in through stained glass windows.

Huang, who has Oregon roots, leads a chip-design company that’s capitalized on Intel’s failure to keep up with AI technology.

Shares of self-driving firm Aurora, data storage company Micron and ride-hailer Uber all rallied Tuesday after Nvidia teased closer relationships with each of the three companies.