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

US Senator Bernie Sanders speaks during the The Pro-Human Assembly in September on Tuesday. Photo: AFP

United States

Sanders and Bannon call for AI limits, as public unease grows

Sanders called on Trump to negotiate a treaty with Chinese leader Xi to pause AI development when they meet next week.

16 Sep 2026 - 3:00AMvideocam

Artificial intelligence

DeepSeek AI engineer slams Anthropic, OpenAI over ‘pacing’ calls, invokes Hitler

15 Sep 2026 - 8:30PMvideocam

Artificial intelligence

Nvidia says AGI is here. How are China’s top AI labs catching up?

12 Sep 2026 - 11:00AM

Artificial intelligence

Chinese optical supply chain relieved after US leaves transceivers off blacklist

The devices are emerging as central to artificial intelligence race, and China’s suppliers hold key market position.

11 Sep 2026 - 7:30PM

Wiring is seen inside a Microsoft data centre in Mount Pleasant, Wisconsin, September 18, 2025. Photo: Reuters

Semiconductors

Enflame soars 179% in Shanghai debut as Nvidia challenger taps AI fever

Tencent-backed company valued at US$25 billion, highlighting its role in Beijing’s push for domestic chips amid US export restrictions.

11 Sep 2026 - 4:54PM

Malaysia

Will Malaysia’s potential Huawei AI deal risk clash with US trade pact?

The reported move, tied to a US$494 million sovereign AI project, underscores Kuala Lumpur’s superpower balancing act.

8 Sep 2026 - 6:46PM

Z.ai

Are Chinese AI stars Z.ai and MiniMax stuck in losses through 2030?

As both firms mature beyond early growth, an analyst says the industry is looking for a better metric for valuations.

8 Sep 2026 - 5:33PMvideocam

Banking & finance

Opinion | Virtuous circle of AI titans’ investments could well turn vicious

It’s time to ask how much of the industry’s extraordinary growth is being financed by the same companies benefiting from it.

7 Sep 2026 - 9:27PMvideocam

Smartphones

Huawei unveils first-ever smartphone powered by Tau Scaling Law-based Kirin chip

Coming just ahead of new models from Apple and Xiaomi, the device highlights a fierce battle in the high-end foldable market.

7 Sep 2026 - 6:32PMvideocam

Artificial intelligence

Why China’s AI giants spend far less and still shrink compute gap with US rivals

Lower costs and faster growth rates let China’s AI firms narrow the divide, raising the question: does the spending gap still matter?

6 Sep 2026 - 9:00PM

US hyperscalers outspend their Chinese counterparts by a staggering margin, according to a report. Photo: Shutterstock

US-China tech war

US-China AI agreement, G20 trade spat, inflation data

This week: The US and China both back limited AI regulation at G20 event, China blocks G20 communique criticising large trade surpluses, Xi visits Kyrgyzstan and Egypt. Next week: China factory-gate prices may rise for sixth month, August trade data may show further boom, SCMP holds Central Asia conference, and more.

4 Sep 2026 - 6:40PM

Nvidia CEO Jensen Huang (left) and US Commerce Secretary Howard Lutnick. Photo: Getty Images via AFP

Artificial intelligence

US tech chiefs Huang, Musk warn against AI curbs amid race with China

US tech leaders warn strict rules could blunt innovation and prevent the harnessing of economic gains from rapidly advancing AI.

3 Sep 2026 - 6:16PM

Semiconductors

Chinese investors scramble for 1-in-4,000 odds in Enflame’s red-hot IPO

The last of China’s ‘four little dragons’ to go public has drawn millions of retail investors, despite odds of securing an allocation at less than 0.03 per cent.

3 Sep 2026 - 3:12PM

Hong Kong stock market

Mainland Chinese investors buy Hong Kong AI stocks, sell financials

Net buying surges for third straight month as AI pivot benefits MiniMax, Alibaba and Tencent, while investors eschew traditional industries.

3 Sep 2026 - 3:31PMvideocam

AI model developer MiniMax attracted the most inflows in August as mainland Chinese investors pivoted to Hong Kong-listed AI stocks. Photo: Future Publishing via Getty Images

Semiconductors

China’s AMEC unveils 6 chip-making machines in a day in self-reliance boost

A rapid R&D drive is powering the firm’s transition beyond its core business.

2 Sep 2026 - 5:29PMvideocam

Chinese chip equipment giant Advanced Micro-Fabrication Equipment (AMEC) unveils six new tools in a single day as the company accelerates research and development. Photo: Weibo

Semiconductors

Enflame’s US$900m IPO tests appetite for China’s ‘little dragon’ AI chipmakers

Fuelled by Beijing’s tech self-reliance push, the company is set to test investor confidence in specialised hardware.

2 Sep 2026 - 8:30AMvideocam

China stock market

What tech-driven company earnings say about China’s diverging growth paths

AI demand and local chip substitution spark boom for tech firms, leaving traditional industries far behind.

2 Sep 2026 - 12:48PM

US-China trade war

Congress advances new bill to give US edge in open-source AI race with China

Legislation to promote adoption of US open-source models while publicising the risks associated with using their Chinese counterparts.

2 Sep 2026 - 5:45AMvideocam

An influx of powerful new open-weight models, including Moonshot AI’s Kimi K3, has helped China dominate the industry recently. Photo: Reuters

Huawei

Huawei pours a quarter of revenue into research amid US-China chip war

Revenue in first half rose 9.55 per cent to 467.8 billion yuan, bolstered by a strong rebound in smartphones and demand for AI chips.

31 Aug 2026 - 6:05PM

MetaX

China’s AI chipmakers post surging sales in tech self-reliance drive

MetaX posted a net profit of 612 million yuan for the first six months, reversing a loss of 186 million yuan a year earlier.

31 Aug 2026 - 4:46PM

Artificial intelligence

Not a token effort: beer meets AI at bar in China’s capital

The AGI Bar in Beijing’s Zhongguancun tech hub offers free tokens to customers who order a drink.

30 Aug 2026 - 4:00PMvideocam

The AI-themed AGI Bar in Beijing’s Zhongguancun tech hub. Photo: Reuters

Artificial intelligence

Zhipu’s viral Ox Alpha AI model runs entirely on Chinese chips

Model shows China can scale AI on domestic chips, setting a usage record as Beijing pushes to cut reliance on US hardware.

27 Aug 2026 - 4:59PMvideocam

Zhipu AI's move marks a significant test of China’s ability to handle large-scale global inference workloads on home-grown hardware. Photo: Getty Images

Semiconductors

Nvidia ships first H200 chips to China, expects no data-centre computing revenue

AI chipmaker upbeat on global demand, saying it expects revenue to grow by about 70 per cent in 2028 financial year.

27 Aug 2026 - 8:03PM

Semiconductors

AI boom, profit surge fuel China’s ambitious chip assembly buildout

Chinese chip packaging firms launch multibillion-dollar expansion drive after logging triple-figure profit growth on surging AI demand.

26 Aug 2026 - 6:30PMvideocam

Artificial intelligence

DeepSeek leads surge in low-cost Chinese open-weight models on US platform

Open models reached a record share of 62 per cent on a US web development platform on Saturday, a reversal of figures in June.

25 Aug 2026 - 6:54PM

The DeepSeek app is seen on a smartphone screen in this arranged photo taken January 26, 2025. Photo: Shutterstock Images

Artificial intelligence

In Focus | Once known for livestock, a rural Chinese city pivots to AI super units

Fueled by cheap wind power and a cool climate, Inner Mongolia’s Ulanqab is turning energy produced in its pastureland into power for the AI boom.

24 Aug 2026 - 10:35AM

Artificial intelligence

Nvidia customers notified of AI-related price rises above 15%

The rises will impact systems including those with the Vera Rubin and Grace Blackwell chips, according to people familiar with the process.

23 Aug 2026 - 5:54AM

Artificial intelligence

OpenAI-backed legal tech firm pivots to Chinese Kimi K3 open-weight model

San Francisco-based Harvey says its new model, Harvey Tenet, was post-trained on top of the open-weight Kimi K3 base.

22 Aug 2026 - 4:45AM

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Nvidia

Sanders and Bannon call for AI limits, as public unease grows

Sanders called on Trump to negotiate a treaty with Chinese leader Xi to pause AI development when they meet next week.

DeepSeek AI engineer slams Anthropic, OpenAI over ‘pacing’ calls, invokes Hitler

Nvidia says AGI is here. How are China’s top AI labs catching up?

Chinese optical supply chain relieved after US leaves transceivers off blacklist

The devices are emerging as central to artificial intelligence race, and China’s suppliers hold key market position.

Enflame soars 179% in Shanghai debut as Nvidia challenger taps AI fever

Tencent-backed company valued at US$25 billion, highlighting its role in Beijing’s push for domestic chips amid US export restrictions.

Will Malaysia’s potential Huawei AI deal risk clash with US trade pact?

The reported move, tied to a US$494 million sovereign AI project, underscores Kuala Lumpur’s superpower balancing act.

Are Chinese AI stars Z.ai and MiniMax stuck in losses through 2030?

As both firms mature beyond early growth, an analyst says the industry is looking for a better metric for valuations.

.css-1pcrwvc{color:#2aa191;}Opinion | Virtuous circle of AI titans’ investments could well turn vicious

It’s time to ask how much of the industry’s extraordinary growth is being financed by the same companies benefiting from it.

Huawei unveils first-ever smartphone powered by Tau Scaling Law-based Kirin chip

Coming just ahead of new models from Apple and Xiaomi, the device highlights a fierce battle in the high-end foldable market.

Why China’s AI giants spend far less and still shrink compute gap with US rivals

Lower costs and faster growth rates let China’s AI firms narrow the divide, raising the question: does the spending gap still matter?

US-China AI agreement, G20 trade spat, inflation data

US tech chiefs Huang, Musk warn against AI curbs amid race with China

US tech leaders warn strict rules could blunt innovation and prevent the harnessing of economic gains from rapidly advancing AI.

Chinese investors scramble for 1-in-4,000 odds in Enflame’s red-hot IPO

The last of China’s ‘four little dragons’ to go public has drawn millions of retail investors, despite odds of securing an allocation at less than 0.03 per cent.

Mainland Chinese investors buy Hong Kong AI stocks, sell financials

Net buying surges for third straight month as AI pivot benefits MiniMax, Alibaba and Tencent, while investors eschew traditional industries.

China’s AMEC unveils 6 chip-making machines in a day in self-reliance boost

A rapid R&D drive is powering the firm’s transition beyond its core business.

Enflame’s US$900m IPO tests appetite for China’s ‘little dragon’ AI chipmakers

Fuelled by Beijing’s tech self-reliance push, the company is set to test investor confidence in specialised hardware.

What tech-driven company earnings say about China’s diverging growth paths

AI demand and local chip substitution spark boom for tech firms, leaving traditional industries far behind.

Congress advances new bill to give US edge in open-source AI race with China

Legislation to promote adoption of US open-source models while publicising the risks associated with using their Chinese counterparts.

Huawei pours a quarter of revenue into research amid US-China chip war

Revenue in first half rose 9.55 per cent to 467.8 billion yuan, bolstered by a strong rebound in smartphones and demand for AI chips.

China’s AI chipmakers post surging sales in tech self-reliance drive

MetaX posted a net profit of 612 million yuan for the first six months, reversing a loss of 186 million yuan a year earlier.

Not a token effort: beer meets AI at bar in China’s capital

The AGI Bar in Beijing’s Zhongguancun tech hub offers free tokens to customers who order a drink.

Zhipu’s viral Ox Alpha AI model runs entirely on Chinese chips

Model shows China can scale AI on domestic chips, setting a usage record as Beijing pushes to cut reliance on US hardware.

Nvidia ships first H200 chips to China, expects no data-centre computing revenue

AI chipmaker upbeat on global demand, saying it expects revenue to grow by about 70 per cent in 2028 financial year.

AI boom, profit surge fuel China’s ambitious chip assembly buildout

Chinese chip packaging firms launch multibillion-dollar expansion drive after logging triple-figure profit growth on surging AI demand.

DeepSeek leads surge in low-cost Chinese open-weight models on US platform

Open models reached a record share of 62 per cent on a US web development platform on Saturday, a reversal of figures in June.

.css-1f6sr3w{color:#727272;}In Focus | Once known for livestock, a rural Chinese city pivots to AI super units

Fueled by cheap wind power and a cool climate, Inner Mongolia’s Ulanqab is turning energy produced in its pastureland into power for the AI boom.

Nvidia customers notified of AI-related price rises above 15%

The rises will impact systems including those with the Vera Rubin and Grace Blackwell chips, according to people familiar with the process.

OpenAI-backed legal tech firm pivots to Chinese Kimi K3 open-weight model

San Francisco-based Harvey says its new model, Harvey Tenet, was post-trained on top of the open-weight Kimi K3 base.

Opinion | Virtuous circle of AI titans’ investments could well turn vicious

In Focus | Once known for livestock, a rural Chinese city pivots to AI super units