Chinese artificial intelligence shares surged on Wednesday after encouraging comments NVIDIA CEO Jensen Huang on AI agents and the promise of OpenClaw.
Huang said Tuesday that OpenClave is “definitely the next ChatGPT,” calling it a transformational step in expanding what users can achieve with AI.
OpenClaw, an open-source AI agent, is gaining adoption in China, with many local tech companies integrating it into their offerings and launching their own versions.
minimal maximum And Knowledge Atlas Technologyalso known as zhipu, skyrocketed 22% and 14% in Hong Kong, respectively. Both AI companies have been accelerating their agentic AI offerings and recently launched tools built on OpenClause.
Minimax and Zipu are among China’s emerging “AI Tigers”, a group of companies building large language models to compete with the likes of OpenAI and Anthropic.
Zipu also unveiled GLM-5 last month, an open-source large language model designed with robust coding capabilities and support for extended agent-based functions. The company said its performance is close to Anthropic’s Cloud Opus 4.5 It outperformed Google’s Gemini 3 Pro on coding benchmarks and in some tests, although CNBC has not independently verified these claims.
SenseTime, which recently branched out from facial recognition surveillance to an AI software platform integrated Shares of OpenClaw, one of its AI assistants, were up 2.43%. Shanghai-listed cloud computing firm uCloud Technology rose 13%.
“China’s rapid use of artificial intelligence reinforces its position as one of the world’s leading AI markets,” Moody’s said in a recent note.
However, adoption remains uneven across regions, reflecting differences in digital readiness and creating different credit implications. Large technology companies are driving the most advanced and financially meaningful AI integrations, while consumer and industrial companies are adopting the technology more selectively to improve efficiency.
Other tech stocks in Asia also rose after Huang said he expected buy orders between Blackwell and Vera Rubin to reach $1 trillion by 2027. SK Hynix gained nearly 9%, while Samsung Electronics added 7.53%.
