Chinese AI Stocks Rally After NVIDIA CEO Praises OpenClaw Technology
Shares of several Chinese artificial intelligence companies climbed sharply on Wednesday after positive remarks from Jensen Huang, CEO of NVIDIA, about the growing potential of AI agents and a new open-source system called OpenClaw.
During a recent event, Huang described OpenClaw as “definitely the next ChatGPT,” suggesting that the technology could significantly expand what users and businesses can accomplish with artificial intelligence. His comments boosted investor confidence in companies building AI systems based on agent-style models.
OpenClaw, an open-source AI agent platform, has been gaining traction in China as technology firms integrate it into their services and develop their own versions of the system.
Following the remarks, shares of MiniMax surged about 22% in Hong Kong trading, while Zhipu AI rose roughly 14%. Both companies have recently launched AI tools built around OpenClaw and are expanding their agent-based AI platforms.
Chinese AI Stocks Rally After NVIDIA CEO Praises OpenClaw Technology
MiniMax and Zhipu are often referred to as part of China’s emerging “AI Tigers,” a group of companies developing large language models designed to compete with leading Western AI firms such as OpenAI and Anthropic.
Zhipu recently introduced GLM-5, an open-source large language model aimed at improving coding capabilities and supporting complex AI agent tasks. The company claims the model performs close to Anthropic’s Claude Opus 4.5 on coding benchmarks and in some tests surpasses Google’s Gemini 3 Pro, although independent verification of these results has not yet been reported.
Other AI-related firms in the region also saw gains. SenseTime, which has shifted its focus from facial recognition technology to AI software platforms, rose about 2.4% after integrating one of its AI assistants with OpenClaw. Meanwhile, cloud computing company UCloud Technology advanced roughly 13% in Shanghai trading.
According to analysts at Moody’s, China’s rapid adoption of artificial intelligence is reinforcing its position as one of the world’s largest AI markets. However, they noted that adoption varies widely between industries, with major technology firms leading the most advanced implementations while other sectors adopt AI more gradually.
The optimism also lifted technology stocks outside China. Memory chip maker SK Hynix rose nearly 9%, while Samsung Electronics gained more than 7% after Huang predicted that demand for NVIDIA’s next-generation AI chips—including Blackwell and Vera Rubin systems—could generate $1 trillion in purchase orders by 2027.
Industry observers say the surge in AI-related stocks highlights the growing importance of agent-based AI systems, which aim to move beyond simple chatbots and enable autonomous task execution across digital platforms.
