Chinese AI Stocks Surge After Nvidia CEO’s Praise of OpenClaw Chatbot
Speaking on Tuesday, Huang told reports that OpenClaw is “definitely the next ChatGPT,” noting that the open-source AI agent has the potential to greatly expand the range of tasks users can accomplish with artificial intelligence.
The endorsement sent several Chinese AI stocks higher. MiniMax surged 20% in Hong Kong, while Knowledge Atlas Technology, also known as Zhipu, jumped 19.5%. Both firms have recently enhanced their AI agent offerings and launched tools leveraging OpenClaw.
MiniMax and Zhipu are considered part of China’s so-called “AI tigers,” a group of startups developing large language models aimed at competing with global leaders such as OpenAI and Anthropic. Last month, Zhipu introduced its open-source GLM-5 model, promoting it as optimized for coding and extended agent-driven tasks. The company claims the model performs close to Anthropic’s Claude Opus 4.5 on coding benchmarks and surpasses Google’s Gemini 3 Pro in certain areas, although these assertions have not been independently verified.
SenseTime, which has shifted from facial-recognition technology to AI software, gained 1.5% after integrating one of its AI assistants with OpenClaw. Shanghai-listed cloud computing firm UCloud Technology rose 13.2%.
Huang’s remarks also boosted wider tech stocks in Asia. South Korea’s SK Hynix climbed nearly 9%, while Samsung Electronics advanced 7.5%, following Huang’s comments that expected purchase commitments for Nvidia’s Blackwell and Vera Rubin platforms could reach $1 trillion by 2027.
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