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

DeepSeek’s hiring push comes ahead of the expected debut of its next-generation flagship model, V4. Photo: AFP

Artificial intelligence

DeepSeek ramps up hiring ahead of V4 launch as chip strategy questions swirl

New roles in Inner Mongolia point to expansion of computing capacity ahead of V4 release, fuelling speculation over chip sourcing.

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10 Apr 2026 - 10:00AM

Artificial intelligence

China’s DeepSeek adds expert chatbot mode ahead of much-awaited V4 release

The Hangzhou start-up’s latest chatbot update sparks speculation over whether the expert mode is linked to the long-delayed V4 model.

8 Apr 2026 - 6:36PM

The changes come ahead of the much-anticipated release of DeepSeek’s next-generation flagship model V4 this month. Photo: Reuters

Artificial intelligence

Competition or ‘co-opetition’: how is convergence shaping Sino-US AI race?

Speech by CEO of Chinese AI start-up at Nvidia event in US highlights symbiotic nature of tech relationship despite geopolitical tensions.

4 Apr 2026 - 10:09AM

US, Israel war on Iran

Iran says will target Apple, Google and Meta if more of its leaders are killed

A list of 18 US tech firms released by the Revolutionary Guards also included Microsoft, Nvidia, Tesla, Oracle and Palantir.

1 Apr 2026 - 2:10AMvideocam

Artificial intelligence

Shenzhen activates China’s first 10,000-card AI cluster with Huawei’s chips

Hub launches new cluster built with Huawei advanced chips, delivering 11,000 petaflops of computing power in push for home-grown tech.

1 Apr 2026 - 12:25PMvideocam

Shenzhen has activated a new cluster, built with Huawei advanced chips, that delivers a computing capacity of 11,000 petaflops. Photo: Getty Images

Semiconductors

Biren, Iluvatar CoreX post triple-digit revenue growth as AI chip race heats up

Other Chinese AI chipmakers, including Cambricon, Moore Threads and MetaX, also posted stellar revenue growth for 2025.

30 Mar 2026 - 10:45PM

IPO

Breathing fire: Manycore first of the ‘Six Little Dragons’ to near Hong Kong IPO

Spatial intelligence firm moves ahead of tech peers after clearing a key Hong Kong listing hurdle.

30 Mar 2026 - 6:00PM

Artificial intelligence

What is Yuanjie, the Chinese chipmaker whose share price has soared nearly 900%?

Yuanjie’s rise underscores how China’s optical chip firms are riding the AI infrastructure boom, with data centre demand driving growth.

30 Mar 2026 - 10:00AM

Many companies have capitalised on China’s AI infrastructure build-out. Photo: AFP

US-China tech war

Opinion | How to assess China’s real chance of winning AI race against US

Debate over whether it is ‘less than 20%’ misses the point. The right question is: does innovation work better under disciplined scarcity or profligate abundance?

29 Mar 2026 - 4:30PMvideocam

It’s a mistake to treat the AI race as a contest with one finish line. Photo: Shutterstock

Artificial intelligence

Google’s TurboQuant dents memory-chip stocks, but analysts say ‘buy the dip’

Rather than reducing demand for memory chips, the advance could increase it by fuelling more AI applications.

26 Mar 2026 - 9:25PM

Electric & new energy vehicles

China’s lidar giants pivot to robotics in boost supply chain dominance

Hesai will spend US$28.9 million this year to design and manufacture ‘eyes and muscles’ for robots, creating a new growth engine.

31 Mar 2026 - 8:25PM

United States

Trump names CEOs of Meta, Nvidia to 13-member science and tech council

The council, which also includes Oracle’s Larry Ellison and Google co-founder Sergey Brin, will weigh in on AI policy and other issues.

25 Mar 2026 - 11:32PM

US President Donald Trump (right) appointed Meta Platforms CEO Mark Zuckerberg (left), Oracle Executive Chairman Larry Ellison and Nvidia CEO Jensen Huang to a council that will weigh ‌in on AI policy and other issues. Photo: AP

Semiconductors

Semicon China: AI, packaging set to drive country’s chip industry growth

China on track to account for nearly half of world wafer capacity in two years, organiser of world’s largest chip industry trade show says.

25 Mar 2026 - 10:13PM

People stream into the Semicon China exhibition in Shanghai on Wednesday. Photo: AFP

Science

China names AI tokens after the yuan. Should US worry for the dollar?

China has officially designated ciyuan as the translation for ‘token’, giving strong economic overtones to what has been a tech term.

25 Mar 2026 - 9:51PMvideocam

US-China trade war

US panel credits China’s AI edge to open-source models, manufacturing dominance

American Congressional commission concludes China’s open ecosystem has seen performance gaps narrowed with top Western large language models.

24 Mar 2026 - 6:41AMvideocam

Artificial intelligence

What is ‘tokenomics’ and how would China gain the edge in an AI era?

As tokens are positioned as the AI era’s commodity, China’s energy scale and low-cost models could give it a structural edge.

23 Mar 2026 - 10:44AM

Jensen Huang at Nvidia’s annual GTC conference in San Jose, California, on March 17. Photo: AFP

Robotics

Nvidia’s Huang calls China ‘formidable’ in robotics as firm bets on physical AI

China’s microelectronics, motors, rare earth and magnets – which are foundational to robotics – are the world’s best, says Huang.

21 Mar 2026 - 6:18PM

US-China trade war

Trump administration moves to unify AI rules, bolster edge over China

Policy aims to increase federal government’s ability to ⁠fight national security concerns and counter Beijing’s growing dominance in sector.

21 Mar 2026 - 7:09AMvideocam

Semiconductors

Huawei challenges Nvidia with powerful new AI accelerator card

The Atlas 350 can deliver 1.56 petaflops of FP4 computing power, a 2.8-times improvement over Nvidia’s H20 chip, an executive says.

20 Mar 2026 - 9:00PM

Huawei

Huawei capitalises on OpenClaw frenzy to boost computing demand for its chips

The company plans to launch AgentArts, an agent development platform for enterprises, on April 30 for public beta testing.

19 Mar 2026 - 8:00PM

Huawei posted revenue of more than 880 billion yuan in 2025, its second highest on record. Photo: Shutterstock

Semiconductors

Nvidia restarts H200 AI chip production as China allows sales

Chinese AI developers will snap up Nvidia H200 chips, as the government pushes the development of domestic alternatives.

18 Mar 2026 - 5:01PM

Hong Kong stock market

Hong Kong stocks extend win streak amid stabilising oil prices despite Iran war

Hang Seng Index rises for a third day, the longest run since January, as Wall Street rally and steadier oil prices boost mood.

18 Mar 2026 - 4:30PM

Jensen Huang

Nvidia is restarting production of China AI chip variant, says CEO

The company had reportedly halted ‌the manufacturing of its H200 chip last year because of increasing regulatory hurdles in the US and China.

18 Mar 2026 - 6:31AM

Nvidia CEO Jensen Huang at the Nvidia GTC global AI conference in San Jose, California on Tuesday. Photo: Reuters

Semiconductors

Can Nvidia’s inference push at GTC help or hinder China’s catch-up efforts?

Nvidia’s Groq 3 LPU chip widens the AI gap with China, but offers Chinese firms niche inference market opportunities, analysts say.

17 Mar 2026 - 10:00PM

Nvidia CEO Jensen Huang speaks during the company’s annual GTC conference in San Jose on Monday. Photo: Bay Area News Group via AP

Iran

Southeast Asia faces spillover cyber risk from Iran war as ‘blast radius’ widens

Many Asean firms are tied into the global network in the Gulf, Europe and the US, facing the risk of cyberattacks linked to the war.

12 Mar 2026 - 6:06PMvideocam

Robotics

China’s Midea pledges US$8.7 billion for AI and robotics in pivot to automation

Robotics and physical AI are emerging as the next battleground for manufacturers seeking efficiency gains.

11 Mar 2026 - 10:30PM

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Nvidia

DeepSeek ramps up hiring ahead of V4 launch as chip strategy questions swirl

New roles in Inner Mongolia point to expansion of computing capacity ahead of V4 release, fuelling speculation over chip sourcing.

China banks buffer against AI contagions as US sweats over Anthropic’s Mythos

Alibaba’s Qwen family captures over 50% of global open-source downloads: report

China’s DeepSeek adds expert chatbot mode ahead of much-awaited V4 release

The Hangzhou start-up’s latest chatbot update sparks speculation over whether the expert mode is linked to the long-delayed V4 model.

Competition or ‘co-opetition’: how is convergence shaping Sino-US AI race?

Speech by CEO of Chinese AI start-up at Nvidia event in US highlights symbiotic nature of tech relationship despite geopolitical tensions.

Iran says will target Apple, Google and Meta if more of its leaders are killed

A list of 18 US tech firms released by the Revolutionary Guards also included Microsoft, Nvidia, Tesla, Oracle and Palantir.

Shenzhen activates China’s first 10,000-card AI cluster with Huawei’s chips

Hub launches new cluster built with Huawei advanced chips, delivering 11,000 petaflops of computing power in push for home-grown tech.

Biren, Iluvatar CoreX post triple-digit revenue growth as AI chip race heats up

Other Chinese AI chipmakers, including Cambricon, Moore Threads and MetaX, also posted stellar revenue growth for 2025.

Breathing fire: Manycore first of the ‘Six Little Dragons’ to near Hong Kong IPO

Spatial intelligence firm moves ahead of tech peers after clearing a key Hong Kong listing hurdle.

What is Yuanjie, the Chinese chipmaker whose share price has soared nearly 900%?

Yuanjie’s rise underscores how China’s optical chip firms are riding the AI infrastructure boom, with data centre demand driving growth.

.css-1pcrwvc{color:#2aa191;}Opinion | How to assess China’s real chance of winning AI race against US

Debate over whether it is ‘less than 20%’ misses the point. The right question is: does innovation work better under disciplined scarcity or profligate abundance?

Google’s TurboQuant dents memory-chip stocks, but analysts say ‘buy the dip’

Rather than reducing demand for memory chips, the advance could increase it by fuelling more AI applications.

China’s lidar giants pivot to robotics in boost supply chain dominance

Hesai will spend US$28.9 million this year to design and manufacture ‘eyes and muscles’ for robots, creating a new growth engine.

Trump names CEOs of Meta, Nvidia to 13-member science and tech council

The council, which also includes Oracle’s Larry Ellison and Google co-founder Sergey Brin, will weigh in on AI policy and other issues.

Semicon China: AI, packaging set to drive country’s chip industry growth

China on track to account for nearly half of world wafer capacity in two years, organiser of world’s largest chip industry trade show says.

China names AI tokens after the yuan. Should US worry for the dollar?

China has officially designated ciyuan as the translation for ‘token’, giving strong economic overtones to what has been a tech term.

US panel credits China’s AI edge to open-source models, manufacturing dominance

American Congressional commission concludes China’s open ecosystem has seen performance gaps narrowed with top Western large language models.

What is ‘tokenomics’ and how would China gain the edge in an AI era?

As tokens are positioned as the AI era’s commodity, China’s energy scale and low-cost models could give it a structural edge.

Nvidia’s Huang calls China ‘formidable’ in robotics as firm bets on physical AI

China’s microelectronics, motors, rare earth and magnets – which are foundational to robotics – are the world’s best, says Huang.

Trump administration moves to unify AI rules, bolster edge over China

Policy aims to increase federal government’s ability to ⁠fight national security concerns and counter Beijing’s growing dominance in sector.

Huawei challenges Nvidia with powerful new AI accelerator card

The Atlas 350 can deliver 1.56 petaflops of FP4 computing power, a 2.8-times improvement over Nvidia’s H20 chip, an executive says.

Huawei capitalises on OpenClaw frenzy to boost computing demand for its chips

The company plans to launch AgentArts, an agent development platform for enterprises, on April 30 for public beta testing.

Nvidia restarts H200 AI chip production as China allows sales

Chinese AI developers will snap up Nvidia H200 chips, as the government pushes the development of domestic alternatives.

Hong Kong stocks extend win streak amid stabilising oil prices despite Iran war

Hang Seng Index rises for a third day, the longest run since January, as Wall Street rally and steadier oil prices boost mood.

Nvidia is restarting production of China AI chip variant, says CEO

The company had reportedly halted ‌the manufacturing of its H200 chip last year because of increasing regulatory hurdles in the US and China.

Can Nvidia’s inference push at GTC help or hinder China’s catch-up efforts?

Nvidia’s Groq 3 LPU chip widens the AI gap with China, but offers Chinese firms niche inference market opportunities, analysts say.

Southeast Asia faces spillover cyber risk from Iran war as ‘blast radius’ widens

Many Asean firms are tied into the global network in the Gulf, Europe and the US, facing the risk of cyberattacks linked to the war.

China’s Midea pledges US$8.7 billion for AI and robotics in pivot to automation

Robotics and physical AI are emerging as the next battleground for manufacturers seeking efficiency gains.

Opinion | How to assess China’s real chance of winning AI race against US