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

Meta acquired Chinese-founded AI platform Manus for a reported US$2 billion in December. Photo: Getty Images

US-China relations

Facebook parent Meta to unwind US$2 billion Manus AI deal after Beijing block

Chinese-founded AI platform says affected users’ data will be deleted as it returns to independent operations.

12 Aug 2026 - 3:13AM

United States

Nvidia to team with Wall Street on US$500 billion package for AI projects

11 Aug 2026 - 4:06AM

Semiconductors

Memory prices to peak this year in upcycle turning point, research suggests

10 Aug 2026 - 5:03PM

Semiconductors

What is delaying Chinese AI giants switching from Nvidia to local chips?

High transition costs are keeping AI developers in China reliant on Nvidia chips, industry sources say.

10 Aug 2026 - 2:13PM

Huawei Technologies’ Compute Architecture for Neural Networks requires developers to rewrite and optimise large amounts of code. Photo: Shutterstock

European Union

Europe hails AI gigafactory plan, but industry fears deeper US tech reliance

Brussels’ €30b tender for up to 7 AI hubs already benefits US chipmakers and could result in EU-funded computing capacity being sold to US tech giants.

7 Aug 2026 - 10:00PMvideocam

China trade

Lab-made diamonds ride AI demand for chip cooling as China leads industrial boom

Exports surge in first half of year, as the superior heat dissipation of diamonds expands market beyond jewellery, positioning China for further growth.

7 Aug 2026 - 7:30PM

Artificial intelligence

China’s Kimi K3 AI model escapes a closed cyber test: researchers

Kimi K3’s escape did not involve the hacking of an external system, unlike recent breaches by OpenAI and Anthropic models.

7 Aug 2026 - 6:37PM

The Kimi K3 incident follows similar ones involving closed frontier models from OpenAI and Anthropic. Photo: Getty Images

Artificial intelligence

Unrelenting AI demand spawns new plant for PCB maker Victory Giant

Nvidia supplier to invest at least US$444 million in plant for ‘AI high-end electronic circuit smart manufacturing’ in southern city Huizhou.

6 Aug 2026 - 6:30PM

US-China relations

US AI leaders are using Chinese open models for cybersecurity. Here’s why

Andrew Ng and others argue accessible systems outperform overly restricted platforms on cybersecurity and transparency.

5 Aug 2026 - 8:13AMvideocam

Huawei

Slapped with reality: why Huawei’s top chip scientist embraces war-hero mindset

In viral interview, Liao Heng talks navigating US curbs to make Ascend processors, placing innovation over nanometres for chip self-reliance.

5 Aug 2026 - 5:49AMvideocam

An image of a semiconductor displays the name of Huawei Technology’s chip-design unit, HiSilicon. Photo: handout

Artificial intelligence

Has a Chinese physical AI start-up manipulated a global ranking to beat Nvidia?

Spirit AI’s Spirit v1.6 briefly dethroned Nvidia on the RoboArena robotics benchmark, but the model was then removed following a methodology overhaul.

4 Aug 2026 - 6:30PMvideocam

A woman poses next to humanoid robots by Spirit AI during the World Artificial Intelligence Conference in Shanghai on July 18. Photo: AFP

Hong Kong stock market

How SpaceX earnings, expiries could test Hong Kong, mainland China stocks

Elon Musk’s aerospace unit faces scrutiny as results and a share unlock loom, testing investor appetite for capital-intensive tech.

4 Aug 2026 - 6:00PM

China stock market

Not like South Korea? Chinese brokers forecast A-share tech and chip rebound

As global investors pull money from South Korea, top domestic brokerages expect strong domestic fundamentals to drive fresh buying in China.

4 Aug 2026 - 7:00AM

Artificial intelligence

Potential US ban on Chinese AI models could cost businesses US$12 billion a year

Washington is reportedly mulling a ban on foreign open-source AI models, but the move would likely raise costs for a slew of US companies.

3 Aug 2026 - 11:00AMvideocam

A worker stands at the booth for Chinese start-up Moonshot AI’s Kimi K3 during the World AI Conference in Shanghai. Photo: AP

US-China trade war

US lawmakers investigate DoorDash’s use of Moonshot AI’s Kimi K2.6 model

Food delivery giant latest targeted as rising adoption of China-built AI models pushes Washington to find strategies to combat trend.

1 Aug 2026 - 7:07AMvideocam

US President Donald Trump receives a McDonald’s delivery via DoorDash outside the White House in Washington on April 13. Photo: Reuters

IPO

AI stock rout fells Innolight after mega Hong Kong IPO

Nvidia supplier Innolight declines on its Hong Kong trading debut as once AI-hungry investors turn increasingly nervous about sector’s huge spending plans.

30 Jul 2026 - 5:06PM

Trending in China

‘Shy’ Chinese Elon Musk lookalike chef draws crowds, prefers work over fame

Several individuals have approached Ma with business opportunities, but he chooses to prioritise his restaurant over live-streaming.

30 Jul 2026 - 2:06PM

Hong Kong stock market

Zhongji Innolight sees rocky start as shares fall on Hong Kong IPO amid AI sell-off

The Chinese firm completed Hong Kong’s biggest IPO of the year, but its debut comes amid waning investor confidence in AI-related stocks.

31 Jul 2026 - 1:39PM

A view of Exchange Square in Hong Kong. Zhongji Innolight has completed the biggest listing on the city’s stock market so far this year. Photo: Jelly Tse

China’s private sector

Why has the China-US profit gap widened on the Fortune Global 500?

Despite posting strong revenues, China’s multinationals logged average profits of US$4.5 billion in 2025, just 40 per cent of US counterparts’ figure.

29 Jul 2026 - 8:01PMvideocam

Hong Kong stock market

Why is Zhongji unveiling US$1.2 billion in buy-backs before its Hong Kong debut?

The optical-module maker plans to buy back shares denominated in yuan to anchor pricing before its initial public offering in the city.

29 Jul 2026 - 6:01PM

Artificial intelligence

Lenovo Capital takes aim at robotics, coding agents in ‘sniper’ AI strategy

Chinese firm makes long-term bets on 100 artificial intelligence companies, from chip and hardware manufacturers to models and applications.

29 Jul 2026 - 4:00PMvideocam

A Lenovo robot forms a heart shape with its hands during the 2025 World AI Conference in Shanghai. Photo: VCG

Malaysia

‘Take sides’? Malaysia insists on conditional neutrality in US-China tech ties

To keep US chips and Chinese capital flowing, Malaysia is working overtime to reassure both Washington and Beijing.

29 Jul 2026 - 4:47PMvideocam

Tengku Zafrul Aziz, senior political adviser to Malaysian Prime Minister Anwar Ibrahim, speaks to SCMP at the Nusa Dua Forum in Bali, Indonesia, earlier this month. Photo: Nora Tam

Hong Kong economy

AI boom will sustain Hong Kong’s export surge, lift GDP outlook, economists say

Baptist University’s Billy Mak says rising export values also reflect higher prices for AI components and relative easing in China-US trade tensions.

29 Jul 2026 - 11:37AM

US-China trade war

Nvidia’s Jensen Huang meets US officials as issues grow over China chip access

Washington visit comes amid investigation into whether restricted processors were used to train Moonshot AI models.

29 Jul 2026 - 5:42AMvideocam

Alibaba

From CXMT to Zhipu AI, Alibaba’s strategic investments are paying off

The company’s strategic shift to AI and chip investments is not only yielding significant returns, but also boosting its tech portfolio.

28 Jul 2026 - 9:30PM

Artificial intelligence

Moonshot’s Kimi K3 triggers debate over US bans on Chinese open source models

Chinese open-weight models are gaining wider adoption overseas, raising concerns in Washington over China’s accelerating AI progress.

29 Jul 2026 - 9:24AM

Artificial intelligence

Can Anthropic CEO’s chip ban proposal curb China’s AI advancements?

Dario Amodei wants the US to retain its AI advantage over China, highlighting distillation risks and advocating mandatory model safety tests.

28 Jul 2026 - 3:17PM

China stock market

Shaky sentiment: Big Short trader’s bearish AI bets test China’s stock support

Burry’s increasing bearish wagers put pressure on Beijing’s stock market intervention as Moody’s flags mounting debt risks.

27 Jul 2026 - 8:27PM

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