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

Chinese investors are turning to US stocks through ETFs. Photo: Reuters

China stock market

Chinese ETFs investing in US stocks cap subscriptions as they run out of quotas

GF Fund and E Fund have capped daily subscriptions at 10 yuan, while China Asset Management has stopped accepting new subscriptions.

2 hours ago

Semiconductors

Nvidia aims to start H200 AI chip shipments to China by mid-February: sources

23 Dec 2025 - 4:33PM

US-China tech war

Lawmakers want US to disclose any approvals of Nvidia H200 China licences

23 Dec 2025 - 3:44AM

Year in Review

10 most read Daily Pulse briefings of 2025

SCMP Plus looks back at the year’s 10 most popular Daily Pulse bulletins, covering China issues related to diplomacy, trade and economics.

22 Dec 2025 - 5:00PM

Japan’s Prime Minister Sanae Takaichi. Photo: AP

Artificial intelligence

DeepSeek’s shock rise, China’s robot boot camps: 7 AI breakthroughs in 2025

From DeepSeek sending shock waves through tech market to China’s robot boot camps, here are some of the major AI developments of the year.

22 Dec 2025 - 3:00PM

IPO

Chinese GPU maker Biren kicks off bookbuilding for US$624 million Hong Kong IPO

The company, which is selling 247.7 million shares between HK$17 and HK$19.60 each, will become the first listing of 2026 on January 2.

22 Dec 2025 - 3:28PMvideocam

Japan

Japan announces US$6 billion support for home-grown AI development

A new company will be established by around 10 firms including SoftBank Group Corp, aiming to develop the country’s largest base AI model.

21 Dec 2025 - 9:16PM

SoftBank CEO Masayoshi Son attends an event to pitch AI for businesses in Tokyo on February 3. Photo: Reuters

Moore Threads

Moore Threads unveils new AI chips to challenge Nvidia

The Shanghai-listed chipmaker launched the Huashan chip for AI and the Lushan chip for gaming, promising superior performance for both.

21 Dec 2025 - 2:29PM

Artificial intelligence

China’s Sugon launches AI infrastructure to rival platforms from Nvidia, Huawei

The Beijing-based supercomputer maker says its scaleX platform represents China’s first 10,000-card AI supercluster.

19 Dec 2025 - 10:00PM

SCMP Highlights

TikTok’s new US deal, China’s answer to Nvidia’s A100: SCMP daily highlights

From China’s discovery of Asia’s largest undersea gold deposit to TikTok’s deal on a new US venture, here’s a round-up from today’s coverage.

19 Dec 2025 - 9:15PM

TikTok has reached a deal to sell its US operations to a consortium of American investors. Photo: dpa

Semiconductors

US launches review of Nvidia’s H200 chip sales to China: sources

The inter-agency licensing review involves the US departments of Commerce, State, Energy and Defence.

19 Dec 2025 - 3:35PM

A high-performance server equipped with Nvidia’s H200 graphics processing units seen at an event in Barcelona, Spain, earlier this year. Photo: Shutterstock

Science

Chinese team builds optical chip AI that is 100 times faster than Nvidia’s A100

Researchers harnessed the power of light to create a chip that could perform complex generative tasks with vastly improved energy efficiency.

19 Dec 2025 - 12:18PM

US-China trade war

Trump signs defence bill restricting investment in Chinese tech, military firms

Key provisions target contracts with Chinese biotech companies and outbound investment in technologies with military applications in China.

19 Dec 2025 - 2:54PMvideocam

Semiconductors

China to remain biggest buyer of chipmaking equipment through 2027: SEMI

China chipmakers are projected to continue outspending the world on wafer fab equipment through 2027, report says.

19 Dec 2025 - 7:00AM

China will remain the top consumer of semiconductor manufacturing hardware at least until 2027, a report says. Photo: Xinhua

US-China trade war

Editorial | Export curbs or not, Trump’s America can’t slow China’s tech surge

US debate over how to contain China’s tech development is irrelevant as Chinese domestic industry development has already taken full flight.

18 Dec 2025 - 7:15AM

US President Donald Trump (left) shakes hands with Nvidia CEO Jensen Huang at the White House in Washington on April 30. Photo: Getty Images

European Union

Opinion | A complicated new EU-China showdown is quietly taking shape

For now, both sides still need each other and there is nowhere else to turn. But behind this reliance, irritation and paranoia are rising.

18 Dec 2025 - 5:30AMvideocam

Artificial intelligence

Opinion | China still needs Nvidia’s advanced AI chips – but for how long?

Beijing seems determined to take up the challenge of building most parts of the AI supply chain domestically.

17 Dec 2025 - 5:12PMvideocam

Artificial intelligence

OpenAI in talks to raise US$10 billion from Amazon and adopt Trainium chips

The deal is under discussion could value OpenAI upwards of US$500 billion, a source said.

17 Dec 2025 - 3:50PM

OpenAI was last valued at US$500 billion in an employee share sale. Photo: Reuters

MetaX

MetaX stock soars 700% in Shanghai debut as traders snap up Chinese GPU maker

MetaX closes at 829.90 yuan on Wednesday, from its IPO price of 104.66 yuan, after gaining as much as 755 per cent in intraday trading.

17 Dec 2025 - 4:45PM

IPO

Biren Technology’s Hong Kong IPO gets go-ahead from Beijing

Shanghai-based Biren plans to float about 372 million shares on the Hong Kong stock exchange.

16 Dec 2025 - 7:01PM

IPO

MetaX set for Shanghai debut amid frenzy over AI chip stocks, Nvidia uncertainty

The Shanghai-based graphics processing unit designer plans to raise US$596 million from the sale of 40.1 million shares.

16 Dec 2025 - 6:00PM

MetaX Integrated Circuits’ C500 graphics processing unit is designed for AI and high-performance computing applications. Photo: Handout

Semiconductors

China’s tech ambitions stoke red-hot chip IPO market

MetaX shares make their debut on Wednesday after a wildly popular IPO as China’s tech self-sufficiency push fuels investor demand for AI-related stocks.

16 Dec 2025 - 5:04PM

Artificial intelligence

Why Nvidia chip is unlikely to derail ambitions of China’s Huawei, Moore Threads

China’s huge demand for AI computing power leaves room for growth for both US and domestic chips, analysts say.

15 Dec 2025 - 7:00PM

United States

China’s AI sector poised for growth despite US restrictions: venture capitalist

China’s AI sector gains confidence with DeepSeek’s emergence, but tech ecosystem needs to improve, GSR United Capital’s Zhou Qi says.

16 Dec 2025 - 3:55PM

China stock market

‘China’s little Nvidia’ warns of overheating risks after 723% share surge

Moore Threads shares drop 13 per cent on Friday after the GPU maker cautions investors to ‘make decisions prudently and invest rationally’.

12 Dec 2025 - 3:22PM

“The company’s shares have had a big swing in recent days,” says Moore Threads. Photo: Getty Images

United States

‘Architects of AI’ named Time’s 2025 Person of the Year

Time’s Person of the Year highlights how AI reshaped our world. Donald Trump was named 2024 honoree, succeeding 2023 winner Taylor Swift.

11 Dec 2025 - 11:14PM

The magazine cited 2025 as the year when the potential of artificial intelligence “roared into view” with no turning back. Photo: Shutterstock

US-China trade war

China may buy Nvidia’s H200 – but homegrown chip strategy here to stay: analysts

Despite Trump easing curbs, domestic chipmakers expected to remain central to Beijing’s tech ambitions.

11 Dec 2025 - 9:00PMvideocam

Artificial intelligence

AI’s US$400 billion problem: Are chips getting old too fast?

Before the AI wave unleashed by ChatGPT, cloud computing giants typically assumed that their chips and servers would last about six years.

11 Dec 2025 - 11:46AM

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Nvidia

Chinese ETFs investing in US stocks cap subscriptions as they run out of quotas

GF Fund and E Fund have capped daily subscriptions at 10 yuan, while China Asset Management has stopped accepting new subscriptions.

Nvidia aims to start H200 AI chip shipments to China by mid-February: sources

Lawmakers want US to disclose any approvals of Nvidia H200 China licences

10 most read Daily Pulse briefings of 2025

SCMP Plus looks back at the year’s 10 most popular Daily Pulse bulletins, covering China issues related to diplomacy, trade and economics.

DeepSeek’s shock rise, China’s robot boot camps: 7 AI breakthroughs in 2025

From DeepSeek sending shock waves through tech market to China’s robot boot camps, here are some of the major AI developments of the year.

Chinese GPU maker Biren kicks off bookbuilding for US$624 million Hong Kong IPO

The company, which is selling 247.7 million shares between HK$17 and HK$19.60 each, will become the first listing of 2026 on January 2.

Japan announces US$6 billion support for home-grown AI development

A new company will be established by around 10 firms including SoftBank Group Corp, aiming to develop the country’s largest base AI model.

Moore Threads unveils new AI chips to challenge Nvidia

The Shanghai-listed chipmaker launched the Huashan chip for AI and the Lushan chip for gaming, promising superior performance for both.

China’s Sugon launches AI infrastructure to rival platforms from Nvidia, Huawei

The Beijing-based supercomputer maker says its scaleX platform represents China’s first 10,000-card AI supercluster.

TikTok’s new US deal, China’s answer to Nvidia’s A100: SCMP daily highlights

From China’s discovery of Asia’s largest undersea gold deposit to TikTok’s deal on a new US venture, here’s a round-up from today’s coverage.

US launches review of Nvidia’s H200 chip sales to China: sources

The inter-agency licensing review involves the US departments of Commerce, State, Energy and Defence.

Chinese team builds optical chip AI that is 100 times faster than Nvidia’s A100

Researchers harnessed the power of light to create a chip that could perform complex generative tasks with vastly improved energy efficiency.

Trump signs defence bill restricting investment in Chinese tech, military firms

Key provisions target contracts with Chinese biotech companies and outbound investment in technologies with military applications in China.

China to remain biggest buyer of chipmaking equipment through 2027: SEMI

China chipmakers are projected to continue outspending the world on wafer fab equipment through 2027, report says.

.css-1m2rp1p{color:#34b8b5;}Editorial | Export curbs or not, Trump’s America can’t slow China’s tech surge

US debate over how to contain China’s tech development is irrelevant as Chinese domestic industry development has already taken full flight.

Opinion | A complicated new EU-China showdown is quietly taking shape

For now, both sides still need each other and there is nowhere else to turn. But behind this reliance, irritation and paranoia are rising.

Opinion | China still needs Nvidia’s advanced AI chips – but for how long?

Beijing seems determined to take up the challenge of building most parts of the AI supply chain domestically.

OpenAI in talks to raise US$10 billion from Amazon and adopt Trainium chips

The deal is under discussion could value OpenAI upwards of US$500 billion, a source said.

MetaX stock soars 700% in Shanghai debut as traders snap up Chinese GPU maker

MetaX closes at 829.90 yuan on Wednesday, from its IPO price of 104.66 yuan, after gaining as much as 755 per cent in intraday trading.

Biren Technology’s Hong Kong IPO gets go-ahead from Beijing

Shanghai-based Biren plans to float about 372 million shares on the Hong Kong stock exchange.

MetaX set for Shanghai debut amid frenzy over AI chip stocks, Nvidia uncertainty

The Shanghai-based graphics processing unit designer plans to raise US$596 million from the sale of 40.1 million shares.

China’s tech ambitions stoke red-hot chip IPO market

MetaX shares make their debut on Wednesday after a wildly popular IPO as China’s tech self-sufficiency push fuels investor demand for AI-related stocks.

Why Nvidia chip is unlikely to derail ambitions of China’s Huawei, Moore Threads

China’s huge demand for AI computing power leaves room for growth for both US and domestic chips, analysts say.

China’s AI sector poised for growth despite US restrictions: venture capitalist

China’s AI sector gains confidence with DeepSeek’s emergence, but tech ecosystem needs to improve, GSR United Capital’s Zhou Qi says.

‘China’s little Nvidia’ warns of overheating risks after 723% share surge

Moore Threads shares drop 13 per cent on Friday after the GPU maker cautions investors to ‘make decisions prudently and invest rationally’.

‘Architects of AI’ named Time’s 2025 Person of the Year

Time’s Person of the Year highlights how AI reshaped our world. Donald Trump was named 2024 honoree, succeeding 2023 winner Taylor Swift.

China may buy Nvidia’s H200 – but homegrown chip strategy here to stay: analysts

Despite Trump easing curbs, domestic chipmakers expected to remain central to Beijing’s tech ambitions.

AI’s US$400 billion problem: Are chips getting old too fast?

Before the AI wave unleashed by ChatGPT, cloud computing giants typically assumed that their chips and servers would last about six years.

Editorial | Export curbs or not, Trump’s America can’t slow China’s tech surge