TOPIC

/ company

Nvidia

Nvidia is one of the most valuable companies in the semiconductor industry. Founded by Taiwan-born American businessman Jensen Huang, it holds a near monopoly on graphics processing units used to train AI systems.

Chairman / President

Jensen Huang

CEO / Managing Director

Jensen Huang

CFO / Finance Director

Colette Kress

Industry

Semiconductors

Website

nvidia.com

Headquarters address

2788 San Tomas Expressway, Santa Clara, CA 95051, United States

Stock Code

NASDAQ:NVDA

Year founded

1993

Nvidia CEO Jensen Huang used his speech at CES to extol the virtues of Alpamayo, an open-source AI model designed to speed development of level 4 self-driving cars. Photo: AFP

Tesla

Nvidia, Tesla chase same self-driving goal via different paths

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11 Jan 2026 - 2:21PM

US-China relations

Chip sales to China part of US plan to build its own digital silk road: official

9 Jan 2026 - 2:36PMvideocam

Semiconductors

China semiconductor expert suggests vigilance in buying Nvidia’s H200 AI chips

8 Jan 2026 - 6:00PM

Artificial intelligence

Meta-Manus probe shows risks to China’s AI boom

A review of Facebook owner Meta’s plan to buy AI agent Manus and a reported move to deter imports of Nvidia H200 chips show that China is moving to shore up both ends of its AI ecosystem amid US competition.

8 Jan 2026 - 5:00PM

Artificial intelligence

Lenovo unveils new AI agent, Nvidia tie-up in glitzy show at CES 2026

The AI agent forms part of Lenovo’s ‘hybrid AI’ strategy that targets both consumer and enterprise markets.

8 Jan 2026 - 11:12AM

Electric & new energy vehicles

Tesla hits record sales; China carmakers eye third of global market: 7 EV reads

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7 Jan 2026 - 12:28PM

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Opinion | Innovation and exports will winnow China’s car industry in 2026

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6 Jan 2026 - 4:30PMvideocam

Vehicles awaiting export at the Nanjing Port Longtan area operated by Jiangsu Port Group in Nanjing, in China’s eastern Jiangsu province, on December 8. Photo: AFP

Electric & new energy vehicles

Nvidia chooses China’s Hesai for lidar in Hyperion autonomous driving platform

Hesai will supply lidar sensors for Nvidia’s Drive Hyperion, targeting L4 self-driving, as the firm accelerates global expansion.

6 Jan 2026 - 4:31PM

Artificial intelligence

Nvidia CEO Jensen Huang credits DeepSeek with accelerating open-source AI shift

DeepSeek turbocharged open-source AI, Nvidia’s Jensen Huang says, as he rolls out next-gen Rubin hardware at CES.

6 Jan 2026 - 2:59PM

Artificial intelligence

Nvidia CEO Huang says next generation of chips is in full production

To get the new performance, Huang said the Rubin chips use a proprietary kind of data that the company hopes the industry ‍will adopt.

6 Jan 2026 - 10:51AM

Nvidia CEO Jensen Huang speaks about the Rubin AI super computing platform during a news conference ahead of the CES tech show in Las Vegas. Photo: AP

Semiconductors

Baidu and Huawei tighten grip on China’s GPU cloud as chipmakers chase IPOs

A Frost & Sullivan report shows Baidu and Huawei far ahead in China’s GPU cloud market, reflecting the fast adoption of home-grown AI chips.

5 Jan 2026 - 9:00PM

China’s home-grown artificial intelligence chips gain traction amid rising demand for computing power and a wave of public listing plans. Photo: Shutterstock

Semiconductors

Chinese chipmaker Black Sesame’s Huashan A2000 clears US review hurdle

The chip has passed relevant reviews following nearly a year of technical clarifications and communications with US authorities.

5 Jan 2026 - 4:56PM

Robotics

China’s humanoid robot makers, Hong Kong start-ups set to dazzle CES 2026

Nearly a dozen Chinese humanoid robot makers are expected at the trade show, while Hong Kong sends its largest-ever delegation.

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IPO

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2 Jan 2026 - 5:00PM

IPO

Shares in Chinese GPU start-up Biren soar in Hong Kong listing

Shares leap 82 per cent in debut after retail investors’ demand exceeds supply by 2,347 times.

2 Jan 2026 - 4:15PM

Zhang Wen, chairman and CEO of Biren, bangs the gong at the company’s listing ceremony in Hong Kong on January 2, 2026, as HKEX CEO Bonnie Chan (left) and Financial Secretary Paul Chan (second from right) look on. Photo: Jonathan Wong

Semiconductors

Nvidia asks chipmaker TSMC to ramp up H200 production amid China demand: sources

Chinese tech companies place orders for more than 2 million H200 chips for 2026, according to sources.

31 Dec 2025 - 5:03PM

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ByteDance

Exclusive | ByteDance to pour US$14 billion into Nvidia chips in 2026 as AI demand surges

Chinese unicorn’s computing needs have climbed across its portfolio of popular apps, cloud unit Volcano Engine and large language models.

31 Dec 2025 - 9:00AM

ByteDance plans to spend about 100 billion yuan on AI chips from Nvidia in 2026 if the US company is allowed to sell its H200 graphic processing units in China, sources say. Photo: Handout

Artificial intelligence

Opinion | Rise of China’s open source platforms will finally burst the AI bubble

Even if open source models aren’t as good as their proprietary rivals, they will still win in the marketplace as long as they can do the job.

30 Dec 2025 - 9:30AMvideocam

Donald Trump

Opinion | Why America can no longer build something like the Manhattan Project

Rather than owning the engine of innovation, Washington is standing in line like a customer to buy tech services it doesn’t control or understand.

28 Dec 2025 - 8:09PMvideocam

Artificial intelligence

Opinion | Asia needs AI talent to fuel its future growth

As governments around the region take steps to upskill workers for an AI-driven world, companies must also do their part.

28 Dec 2025 - 5:30AMvideocam

An usher directs an attendee to a seat for a seminar at an AI Expo convention, in Tokyo on August 27. Photo: AP

Artificial intelligence

Chinese researchers unveil new technique for near-instant AI video creation

TurboDiffusion is expected to enable commercial-scale video creation at less cost and a faster pace.

27 Dec 2025 - 8:00AMvideocam

Chinese researchers attribute the accelerated pace of video generation via TurboDiffusion to AI model training innovation. Photo: Shutterstock

Semiconductors

Chinese AI champion iFlytek forms new entity to expand into semiconductor design

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24 Dec 2025 - 10:00PM

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Chinese ETFs investing in US stocks cap subscriptions as they run out of quotas

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24 Dec 2025 - 8:30AM

Semiconductors

Nvidia aims to start H200 AI chip shipments to China by mid-February: sources

The US chip designer plans to fulfil initial orders from existing stock, with shipments expected to total 40,000 to 80,000 H200 chips.

23 Dec 2025 - 4:33PM

Significant uncertainty remains, as Beijing has yet to approve any H200 chip purchases. Photo: Shutterstock

US-China tech war

Lawmakers want US to disclose any approvals of Nvidia H200 China licences

Democrats ‌Elizabeth Warren and Gregory Meeks also asked for an assessment of the military potential of the AI chips approved for export.

23 Dec 2025 - 3:44AM

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Nvidia

Nvidia, Tesla chase same self-driving goal via different paths

Tesla is betting on winning autonomy as a specialist, while Nvidia is positioning itself as an arms dealer, selling tools to the entire industry.

Chip sales to China part of US plan to build its own digital silk road: official

China semiconductor expert suggests vigilance in buying Nvidia’s H200 AI chips

Meta-Manus probe shows risks to China’s AI boom

A review of Facebook owner Meta’s plan to buy AI agent Manus and a reported move to deter imports of Nvidia H200 chips show that China is moving to shore up both ends of its AI ecosystem amid US competition.

Lenovo unveils new AI agent, Nvidia tie-up in glitzy show at CES 2026

The AI agent forms part of Lenovo’s ‘hybrid AI’ strategy that targets both consumer and enterprise markets.

Tesla hits record sales; China carmakers eye third of global market: 7 EV reads

From automakers doubling down on discounts to Chinese robotaxis in the Middle East, here are seven EV stories you may have missed.

.css-1m2rp1p{color:#34b8b5;}Opinion | Innovation and exports will winnow China’s car industry in 2026

Exports will be key to profitability and chips will be the new battleground but consolidation is likely to be confined to the battery sector.

Nvidia chooses China’s Hesai for lidar in Hyperion autonomous driving platform

Hesai will supply lidar sensors for Nvidia’s Drive Hyperion, targeting L4 self-driving, as the firm accelerates global expansion.

Nvidia CEO Jensen Huang credits DeepSeek with accelerating open-source AI shift

DeepSeek turbocharged open-source AI, Nvidia’s Jensen Huang says, as he rolls out next-gen Rubin hardware at CES.

Nvidia CEO Huang says next generation of chips is in full production

To get the new performance, Huang said the Rubin chips use a proprietary kind of data that the company hopes the industry ‍will adopt.

Baidu and Huawei tighten grip on China’s GPU cloud as chipmakers chase IPOs

A Frost & Sullivan report shows Baidu and Huawei far ahead in China’s GPU cloud market, reflecting the fast adoption of home-grown AI chips.

Chinese chipmaker Black Sesame’s Huashan A2000 clears US review hurdle

The chip has passed relevant reviews following nearly a year of technical clarifications and communications with US authorities.

China’s humanoid robot makers, Hong Kong start-ups set to dazzle CES 2026

Nearly a dozen Chinese humanoid robot makers are expected at the trade show, while Hong Kong sends its largest-ever delegation.

Biren surges, China military drills, CES technology show

This week: Biren Technology jumps on Hong Kong debut, PLA holds drills off Taiwan and factory activity returns to expansion. Next week: Chinese tech firms at CES, December CPI release, HSBC-Hang Seng Bank buyout vote, and more.

Shares in Chinese GPU start-up Biren soar in Hong Kong listing

Shares leap 82 per cent in debut after retail investors’ demand exceeds supply by 2,347 times.

Nvidia asks chipmaker TSMC to ramp up H200 production amid China demand: sources

Chinese tech companies place orders for more than 2 million H200 chips for 2026, according to sources.

How China cracked US ‘super code’, health benefits of lard: 7 science highlights

From China building world’s largest smart transformer to health benefits of lard, here are some highlights from SCMP’s recent science reporting.

.css-sioo19{color:#c79a00;}Exclusive | ByteDance to pour US$14 billion into Nvidia chips in 2026 as AI demand surges

Chinese unicorn’s computing needs have climbed across its portfolio of popular apps, cloud unit Volcano Engine and large language models.

Opinion | Rise of China’s open source platforms will finally burst the AI bubble

Even if open source models aren’t as good as their proprietary rivals, they will still win in the marketplace as long as they can do the job.

Opinion | Why America can no longer build something like the Manhattan Project

Rather than owning the engine of innovation, Washington is standing in line like a customer to buy tech services it doesn’t control or understand.

Opinion | Asia needs AI talent to fuel its future growth

As governments around the region take steps to upskill workers for an AI-driven world, companies must also do their part.

Chinese researchers unveil new technique for near-instant AI video creation

TurboDiffusion is expected to enable commercial-scale video creation at less cost and a faster pace.

Chinese AI champion iFlytek forms new entity to expand into semiconductor design

Shandong Yixun Information Technology’s scope of operations includes integrated circuit design and other AI-related fields.

Chinese ETFs investing in US stocks cap subscriptions as they run out of quotas

GF Fund and E Fund have capped daily subscriptions at 10 yuan, while China Asset Management has stopped accepting new subscriptions.

Nvidia aims to start H200 AI chip shipments to China by mid-February: sources

The US chip designer plans to fulfil initial orders from existing stock, with shipments expected to total 40,000 to 80,000 H200 chips.

Lawmakers want US to disclose any approvals of Nvidia H200 China licences

Democrats ‌Elizabeth Warren and Gregory Meeks also asked for an assessment of the military potential of the AI chips approved for export.

10 most read Daily Pulse briefings of 2025

SCMP Plus looks back at the year’s 10 most popular Daily Pulse bulletins, covering China issues related to diplomacy, trade and economics.

DeepSeek’s shock rise, China’s robot boot camps: 7 AI breakthroughs in 2025

From DeepSeek sending shock waves through tech market to China’s robot boot camps, here are some of the major AI developments of the year.

Opinion | Innovation and exports will winnow China’s car industry in 2026

Exclusive | ByteDance to pour US$14 billion into Nvidia chips in 2026 as AI demand surges