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’s earnings resilience boosted optimism that massive AI spending can be sustained. Photo: Shutterstock

Hong Kong stock market

Hong Kong stocks extend rebound as Nvidia’s earnings beat boosts AI trade

Hang Seng Index rises for a second day as Nvidia’s earnings rekindle AI optimism.

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Artificial intelligence

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Hong Kong stock market

Hong Kong stocks rebound in relief rally as global AI scare fades

Hang Seng Index climbs as concerns over AI disruption ease, with investors awaiting Nvidia earnings to gauge sentiment.

25 Feb 2026 - 4:36PM

Hong Kong shares track a rebound in global tech shares overnight after jitters faded that AI could upend business models. Photo: Shutterstock

Artificial intelligence

Zhipu AI’s shares tumble nearly 23% on computing woes, user complaints

The Hong Kong-listed firm is the first Chinese AI developer to issue a public call urging support for its GLM model.

23 Feb 2026 - 6:53PMvideocam

Science

EU bans Chinese organisations from critical tech programmes, including AI, chips

Chinese space scientist Wu Ji doubts the policy will hurt China much and may instead ‘make Europe appear more isolated’.

21 Feb 2026 - 9:31PMvideocam

Tencent

Why China’s tech giants cannot afford to lose the global AI race

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21 Feb 2026 - 11:05AM

US-China relations

China’s extreme 996 work schedule meets US tech’s hustle culture

Why advocates believe 996, the controversial 9am to 9pm, six-day-a-week culture popularised in China, can give American firms decisive edge.

20 Feb 2026 - 11:51PMvideocam

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Why cooling is the new chips: China pivots to AI’s heat challenge

Chinese manufacturers are moving aggressively into liquid-cooling technologies as hyperscalers expand data-centre infrastructure.

15 Feb 2026 - 4:00PM

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Opinion | In the age of AI, we must learn to act before the future is clear

Many questions about AI, from the outcome of the AI race to speculation about an AI bubble, need more time to be answered. Uncertainty is the new normal.

13 Feb 2026 - 4:30PMvideocam

A woman looks at the window of a company advertising AI ahead of the annual meeting of the World Economy Forum in Davos, Switzerland, on January 17. Photo: AP

IPO

Will Chinese AI chip designer Enflame’s Shanghai IPO be another blockbuster?

Tencent-backed Enflame’s listing on the Star Market could follow successful recent flotations from peers Moore Threads, MetaX and Biren.

13 Feb 2026 - 8:00AM

AI chip designer Enflame on Wednesday entered the inquiry stage of its initial public offering on Shanghai’s Star Market. Photo: Handout

Artificial intelligence

China’s Zhipu AI launches new major model GLM-5 in challenge to its rivals

The GLM-5 represents a shift in AI development from ‘vibe coding’ to ‘agentic engineering’ to generate an enhanced performance.

12 Feb 2026 - 8:41PMvideocam

Artificial intelligence

Alibaba unveils RynnBrain, an embodied AI model that gives robots a ‘brain’

The model, which was unveiled by Alibaba’s Damo Academy, matched leading embodied models from Google and Nvidia.

11 Feb 2026 - 8:00PM

United States

Dow breaks 50,000 for first time, as US stocks rally

The market roared back, with tech stocks recovering from AI-linked jitters and bitcoin halting its plunge.

7 Feb 2026 - 7:32AM

Traders react after the closing bell as the Dow Jones Industrial Average surpasses the 50,000 mark in New York on Friday. Photo: Reuters

Artificial intelligence

China trials largest locally made AI computing resource in infrastructure push

The node is designed for large-scale AI scenarios, including trillion-parameter model training and high-throughput inference.

6 Feb 2026 - 4:19PM

A worker adjusts a display panel showing a computer chip and the Chinese characters for “independence” at the Sugon booth during the World AI Conference in Shanghai, July 5, 2023. Photo: AP

Robotics

China’s humanoid makers pivot from ‘body’ to ‘brain’ as commercial race heats up

Dobot claims its self-developed vision-language-action model lets humanoid robots react to the real world rather than just perform preprogrammed tasks.

6 Feb 2026 - 9:15AM

Semiconductors

GaN pioneer Innoscience expands AI footprint with Google hardware collaboration

Innoscience claims to be the world’s first to achieve mass production of eight-inch silicon-based GaN wafers.

4 Feb 2026 - 5:45PM

Artificial intelligence

Funding surge powers Chinese robotics firms as focus shifts to humanoid ‘brains’

State-backed funds, Big Tech drive fresh capital into robotics companies, betting on operating systems that underpin humanoid intelligence.

3 Feb 2026 - 8:00PM

A humanoid robot at the Beijng World of Robots. A new wave of firms is emerging with capital directed towards robotic software and operating systems. Photo: Xinhua

Semiconductors

Nvidia’s Jensen Huang urges TSMC to expand capacity amid AI chip crunch

Taiwan trip highlights supply chain strains, with Huang saying Nvidia alone could potentially require TSMC to more than double its capacity.

1 Feb 2026 - 7:00PM

US-China relations

The future of AI in music? US and China strike different chords

As generative music tools surge, China turns to state oversight while the US relies on courts, copyright suits and settlements.

31 Jan 2026 - 10:00PMvideocam

Semiconductors

Profits rise for China’s semiconductor firms on AI boom, tech self-reliance push

Domestic A-share companies in the sector are forecast to achieve substantial growth in their 2025 results, according to Donghai Securities.

31 Jan 2026 - 2:00PM

The results reflect investors’ sharpened focus on stocks related to integrated circuits, semiconductor manufacturing equipment and storage solutions. Photo: Shutterstock

Artificial intelligence

China tech giants ByteDance and Alibaba to ramp up AI infrastructure efforts

The two firms’ actions are poised to further intensify the global AI arms race.

30 Jan 2026 - 8:00PM

ByteDance CEO Liang Rubo wants to optimise efficiency across
the firm’s AI infrastructure. Photo: Shutterstock

Artificial intelligence

Alibaba AI chip push hits 100,000 mark, beating local rival Cambricon: sources

The milestone underscores Alibaba’s growing footprint in AI hardware, as Chinese firms accelerate efforts to build home-grown processors.

30 Jan 2026 - 7:24PM

Semiconductors

Alibaba’s T-Head unit unveils details of AI chip designed to rival Nvidia’s GPUs

The launch of the Zhenwu 810E marks the latest initiative by China’s Big Tech firms to develop a domestic alternative to Nvidia’s AI chips.

29 Jan 2026 - 6:00PM

Semiconductors

Nvidia wins approval for Taiwan headquarters to secure AI chip supply

Jensen Huang’s expansion plan highlights Silicon Valley chip designer’s reliance on TSMC as AI demand accelerates.

29 Jan 2026 - 5:00PM

Jensen Huang says Nvidia’s engineering staff in Taiwan have outgrown their existing office. Photo: Reuters

Trending in China

Why tech billionaires enjoy rock star treatment in China compared to the US

From personal foibles to that particular look or ability to charm, the business success of global moguls can rest on setting a narrative.

29 Jan 2026 - 2:13PM

We explain why tech billionaires enjoy rock star treatment in China, and why their warm reception in China is often stronger than in the US. Photo: SCMP composite/Shutterstock/Weibo

Hong Kong weather

How AI model predicts heavy rainstorms 4 hours in advance

Hong Kong and mainland Chinese researchers have developed a pioneering AI model.

28 Jan 2026 - 11:29PMvideocam

United States

S&P 500 hits 7,000 for first time amid AI boom and rate cut hopes

AI and Big Tech earnings propel the surge, as rate cut expectations boost market confidence despite earlier jitters.

29 Jan 2026 - 12:35AMvideocam

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Nvidia

Hong Kong stocks extend rebound as Nvidia’s earnings beat boosts AI trade

Hang Seng Index rises for a second day as Nvidia’s earnings rekindle AI optimism.

Nvidia reports record earnings quarter as China’s H200 sales freeze persists

Why SJ Semiconductor matters in China’s race to build home-grown AI chips

Hong Kong stocks rebound in relief rally as global AI scare fades

Hang Seng Index climbs as concerns over AI disruption ease, with investors awaiting Nvidia earnings to gauge sentiment.

Zhipu AI’s shares tumble nearly 23% on computing woes, user complaints

The Hong Kong-listed firm is the first Chinese AI developer to issue a public call urging support for its GLM model.

EU bans Chinese organisations from critical tech programmes, including AI, chips

Chinese space scientist Wu Ji doubts the policy will hurt China much and may instead ‘make Europe appear more isolated’.

Why China’s tech giants cannot afford to lose the global AI race

AI rivalry is challenging the traditional strategies of China’s ‘big tech’ firms and how they have monetised their products in the past.

China’s extreme 996 work schedule meets US tech’s hustle culture

Why advocates believe 996, the controversial 9am to 9pm, six-day-a-week culture popularised in China, can give American firms decisive edge.

Why cooling is the new chips: China pivots to AI’s heat challenge

Chinese manufacturers are moving aggressively into liquid-cooling technologies as hyperscalers expand data-centre infrastructure.

.css-1m2rp1p{color:#34b8b5;}Opinion | In the age of AI, we must learn to act before the future is clear

Many questions about AI, from the outcome of the AI race to speculation about an AI bubble, need more time to be answered. Uncertainty is the new normal.

Will Chinese AI chip designer Enflame’s Shanghai IPO be another blockbuster?

Tencent-backed Enflame’s listing on the Star Market could follow successful recent flotations from peers Moore Threads, MetaX and Biren.

China’s Zhipu AI launches new major model GLM-5 in challenge to its rivals

The GLM-5 represents a shift in AI development from ‘vibe coding’ to ‘agentic engineering’ to generate an enhanced performance.

Alibaba unveils RynnBrain, an embodied AI model that gives robots a ‘brain’

The model, which was unveiled by Alibaba’s Damo Academy, matched leading embodied models from Google and Nvidia.

Dow breaks 50,000 for first time, as US stocks rally

The market roared back, with tech stocks recovering from AI-linked jitters and bitcoin halting its plunge.

China trials largest locally made AI computing resource in infrastructure push

The node is designed for large-scale AI scenarios, including trillion-parameter model training and high-throughput inference.

China’s humanoid makers pivot from ‘body’ to ‘brain’ as commercial race heats up

Dobot claims its self-developed vision-language-action model lets humanoid robots react to the real world rather than just perform preprogrammed tasks.

GaN pioneer Innoscience expands AI footprint with Google hardware collaboration

Innoscience claims to be the world’s first to achieve mass production of eight-inch silicon-based GaN wafers.

Funding surge powers Chinese robotics firms as focus shifts to humanoid ‘brains’

State-backed funds, Big Tech drive fresh capital into robotics companies, betting on operating systems that underpin humanoid intelligence.

Nvidia’s Jensen Huang urges TSMC to expand capacity amid AI chip crunch

Taiwan trip highlights supply chain strains, with Huang saying Nvidia alone could potentially require TSMC to more than double its capacity.

The future of AI in music? US and China strike different chords

As generative music tools surge, China turns to state oversight while the US relies on courts, copyright suits and settlements.

Profits rise for China’s semiconductor firms on AI boom, tech self-reliance push

Domestic A-share companies in the sector are forecast to achieve substantial growth in their 2025 results, according to Donghai Securities.

China tech giants ByteDance and Alibaba to ramp up AI infrastructure efforts

The two firms’ actions are poised to further intensify the global AI arms race.

Alibaba AI chip push hits 100,000 mark, beating local rival Cambricon: sources

The milestone underscores Alibaba’s growing footprint in AI hardware, as Chinese firms accelerate efforts to build home-grown processors.

Alibaba’s T-Head unit unveils details of AI chip designed to rival Nvidia’s GPUs

The launch of the Zhenwu 810E marks the latest initiative by China’s Big Tech firms to develop a domestic alternative to Nvidia’s AI chips.

Nvidia wins approval for Taiwan headquarters to secure AI chip supply

Jensen Huang’s expansion plan highlights Silicon Valley chip designer’s reliance on TSMC as AI demand accelerates.

Why tech billionaires enjoy rock star treatment in China compared to the US

From personal foibles to that particular look or ability to charm, the business success of global moguls can rest on setting a narrative.

How AI model predicts heavy rainstorms 4 hours in advance

Hong Kong and mainland Chinese researchers have developed a pioneering AI model.

S&P 500 hits 7,000 for first time amid AI boom and rate cut hopes

AI and Big Tech earnings propel the surge, as rate cut expectations boost market confidence despite earlier jitters.

Opinion | In the age of AI, we must learn to act before the future is clear