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

The new import duties on advanced AI chips cover Nvidia’s H200 and Advanced Micro Devices’ MI325X graphics processing units. Photo: Shutterstock

Semiconductors

Chinese firms to incur higher costs for deploying AI chips from US: analysts

‘Beijing has made it politically unpalatable for private firms to rely too much on imported AI chips,’ EIU senior analyst Chim Lee says.

15 Jan 2026 - 9:00PM

US-China relations

Trump administration faces backlash over Nvidia H200 AI chip sales to China

15 Jan 2026 - 8:29AMvideocam

US-China relations

Why China fears Trump’s Nvidia H200 deal is a sophisticated Trojan horse

15 Jan 2026 - 9:05AMvideocam

US-China trade war

Why China may buy Nvidia’s AI chips as US eases curbs – and replace them later

As the US reverses Biden-era restrictions, Beijing likely to take advantage – without compromising own industry, analysts say.

14 Jan 2026 - 8:00PMvideocam

China’s domestic chip industry has made rapid advances in recent years, but it still lags the US in cutting-edge models. Photo: Shutterstock

Artificial intelligence

Zhipu AI breaks US chip reliance with first major model trained on Huawei stack

Zhipu claims GLM-Image achieved industry-leading scores among open-source models for text rendering and Chinese character generation.

14 Jan 2026 - 8:00PM

US-China trade war

US government approves Nvidia H200 chip exports to China

Trump administration on Tuesday gave the green light to China-bound sales of Nvidia’s second most powerful AI chips.

14 Jan 2026 - 8:31AMvideocam

Artificial intelligence

Alibaba reaffirms open-source AI commitment as it hails successes

‘Building with the community’ is crucial to the success of the Qwen family of large language models, company says.

13 Jan 2026 - 9:30PM

Leaning into the open-source approach has helped developers build AI applications faster and at lower cost, company says. Photo: Shutterstock

Tesla

Nvidia, Tesla chase same self-driving goal via different paths

Tesla is betting on winning autonomy as a specialist, while Nvidia is positioning itself as an arms dealer, selling tools to the entire industry.

11 Jan 2026 - 2:21PM

US-China relations

Chip sales to China part of US plan to build its own digital silk road: official

Jacob Helberg tells Consumer Electronics Show audience that Gulf partnerships will help to stall Chinese AI advances.

9 Jan 2026 - 2:36PMvideocam

Semiconductors

China semiconductor expert suggests vigilance in buying Nvidia’s H200 AI chips

The US has an inconsistent stance on advanced chips, alternating between limited easing and renewed pressure, Wei Shaojun says.

8 Jan 2026 - 6:00PM

Nvidia founder and CEO Jensen Huang speaks at the CES trade show in Las Vegas on January 6, 2026. Photo: AFP

Artificial intelligence

Meta-Manus probe shows risks to China’s AI boom

A review of Facebook owner Meta’s plan to buy AI agent Manus and a reported move to deter imports of Nvidia H200 chips show that China is moving to shore up both ends of its AI ecosystem amid US competition.

8 Jan 2026 - 5:00PM

Artificial intelligence

Lenovo unveils new AI agent, Nvidia tie-up in glitzy show at CES 2026

The AI agent forms part of Lenovo’s ‘hybrid AI’ strategy that targets both consumer and enterprise markets.

8 Jan 2026 - 11:12AM

Electric & new energy vehicles

Tesla hits record sales; China carmakers eye third of global market: 7 EV reads

From automakers doubling down on discounts to Chinese robotaxis in the Middle East, here are seven EV stories you may have missed.

7 Jan 2026 - 12:28PM

China economy

Opinion | Innovation and exports will winnow China’s car industry in 2026

Exports will be key to profitability and chips will be the new battleground but consolidation is likely to be confined to the battery sector.

6 Jan 2026 - 4:30PMvideocam

Vehicles awaiting export at the Nanjing Port Longtan area operated by Jiangsu Port Group in Nanjing, in China’s eastern Jiangsu province, on December 8. Photo: AFP

Electric & new energy vehicles

Nvidia chooses China’s Hesai for lidar in Hyperion autonomous driving platform

Hesai will supply lidar sensors for Nvidia’s Drive Hyperion, targeting L4 self-driving, as the firm accelerates global expansion.

6 Jan 2026 - 4:31PM

Hesai, whose clients include premium electric vehicle maker Li Auto and Geely, said it would double its lidar production capacity to 4 million units in 2026. Photo: Getty

Artificial intelligence

Nvidia CEO Jensen Huang credits DeepSeek with accelerating open-source AI shift

DeepSeek turbocharged open-source AI, Nvidia’s Jensen Huang says, as he rolls out next-gen Rubin hardware at CES.

6 Jan 2026 - 2:59PM

Artificial intelligence

Nvidia CEO Huang says next generation of chips is in full production

To get the new performance, Huang said the Rubin chips use a proprietary kind of data that the company hopes the industry ‍will adopt.

6 Jan 2026 - 10:51AM

Semiconductors

Baidu and Huawei tighten grip on China’s GPU cloud as chipmakers chase IPOs

A Frost & Sullivan report shows Baidu and Huawei far ahead in China’s GPU cloud market, reflecting the fast adoption of home-grown AI chips.

5 Jan 2026 - 9:00PM

China’s home-grown artificial intelligence chips gain traction amid rising demand for computing power and a wave of public listing plans. Photo: Shutterstock

Semiconductors

Chinese chipmaker Black Sesame’s Huashan A2000 clears US review hurdle

The chip has passed relevant reviews following nearly a year of technical clarifications and communications with US authorities.

5 Jan 2026 - 4:56PM

Robotics

China’s humanoid robot makers, Hong Kong start-ups set to dazzle CES 2026

Nearly a dozen Chinese humanoid robot makers are expected at the trade show, while Hong Kong sends its largest-ever delegation.

5 Jan 2026 - 11:00AMvideocam

IPO

Biren surges, China military drills, CES technology show

This week: Biren Technology jumps on Hong Kong debut, PLA holds drills off Taiwan and factory activity returns to expansion. Next week: Chinese tech firms at CES, December CPI release, HSBC-Hang Seng Bank buyout vote, and more.

2 Jan 2026 - 5:00PM

IPO

Shares in Chinese GPU start-up Biren soar in Hong Kong listing

Shares leap 82 per cent in debut after retail investors’ demand exceeds supply by 2,347 times.

2 Jan 2026 - 4:15PM

Zhang Wen, chairman and CEO of Biren, bangs the gong at the company’s listing ceremony in Hong Kong on January 2, 2026, as HKEX CEO Bonnie Chan (left) and Financial Secretary Paul Chan (second from right) look on. Photo: Jonathan Wong

Semiconductors

Nvidia asks chipmaker TSMC to ramp up H200 production amid China demand: sources

Chinese tech companies place orders for more than 2 million H200 chips for 2026, according to sources.

31 Dec 2025 - 5:03PM

SCMP Highlights

How China cracked US ‘super code’, health benefits of lard: 7 science highlights

From China building world’s largest smart transformer to health benefits of lard, here are some highlights from SCMP’s recent science reporting.

31 Dec 2025 - 3:30PM

ByteDance

Exclusive | ByteDance to pour US$14 billion into Nvidia chips in 2026 as AI demand surges

Chinese unicorn’s computing needs have climbed across its portfolio of popular apps, cloud unit Volcano Engine and large language models.

31 Dec 2025 - 9:00AM

ByteDance plans to spend about 100 billion yuan on AI chips from Nvidia in 2026 if the US company is allowed to sell its H200 graphic processing units in China, sources say. Photo: Handout

Artificial intelligence

Opinion | Rise of China’s open source platforms will finally burst the AI bubble

Even if open source models aren’t as good as their proprietary rivals, they will still win in the marketplace as long as they can do the job.

30 Dec 2025 - 9:30AMvideocam

Robots collect packages at a humanoid robot innovation centre in Wuhan, in central Hubei province, on December 4. Photo: Xinhua

Donald Trump

Opinion | Why America can no longer build something like the Manhattan Project

Rather than owning the engine of innovation, Washington is standing in line like a customer to buy tech services it doesn’t control or understand.

28 Dec 2025 - 8:09PMvideocam

Artificial intelligence

Opinion | Asia needs AI talent to fuel its future growth

As governments around the region take steps to upskill workers for an AI-driven world, companies must also do their part.

28 Dec 2025 - 5:30AMvideocam

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Nvidia

Chinese firms to incur higher costs for deploying AI chips from US: analysts

‘Beijing has made it politically unpalatable for private firms to rely too much on imported AI chips,’ EIU senior analyst Chim Lee says.

Trump administration faces backlash over Nvidia H200 AI chip sales to China

Why China fears Trump’s Nvidia H200 deal is a sophisticated Trojan horse

Why China may buy Nvidia’s AI chips as US eases curbs – and replace them later

As the US reverses Biden-era restrictions, Beijing likely to take advantage – without compromising own industry, analysts say.

Zhipu AI breaks US chip reliance with first major model trained on Huawei stack

Zhipu claims GLM-Image achieved industry-leading scores among open-source models for text rendering and Chinese character generation.

US government approves Nvidia H200 chip exports to China

Trump administration on Tuesday gave the green light to China-bound sales of Nvidia’s second most powerful AI chips.

Alibaba reaffirms open-source AI commitment as it hails successes

‘Building with the community’ is crucial to the success of the Qwen family of large language models, company says.

Nvidia, Tesla chase same self-driving goal via different paths

Tesla is betting on winning autonomy as a specialist, while Nvidia is positioning itself as an arms dealer, selling tools to the entire industry.

Chip sales to China part of US plan to build its own digital silk road: official

Jacob Helberg tells Consumer Electronics Show audience that Gulf partnerships will help to stall Chinese AI advances.

China semiconductor expert suggests vigilance in buying Nvidia’s H200 AI chips

The US has an inconsistent stance on advanced chips, alternating between limited easing and renewed pressure, Wei Shaojun says.

Meta-Manus probe shows risks to China’s AI boom

A review of Facebook owner Meta’s plan to buy AI agent Manus and a reported move to deter imports of Nvidia H200 chips show that China is moving to shore up both ends of its AI ecosystem amid US competition.

Lenovo unveils new AI agent, Nvidia tie-up in glitzy show at CES 2026

The AI agent forms part of Lenovo’s ‘hybrid AI’ strategy that targets both consumer and enterprise markets.

Tesla hits record sales; China carmakers eye third of global market: 7 EV reads

From automakers doubling down on discounts to Chinese robotaxis in the Middle East, here are seven EV stories you may have missed.

.css-1m2rp1p{color:#34b8b5;}Opinion | Innovation and exports will winnow China’s car industry in 2026

Exports will be key to profitability and chips will be the new battleground but consolidation is likely to be confined to the battery sector.

Nvidia chooses China’s Hesai for lidar in Hyperion autonomous driving platform

Hesai will supply lidar sensors for Nvidia’s Drive Hyperion, targeting L4 self-driving, as the firm accelerates global expansion.

Nvidia CEO Jensen Huang credits DeepSeek with accelerating open-source AI shift

DeepSeek turbocharged open-source AI, Nvidia’s Jensen Huang says, as he rolls out next-gen Rubin hardware at CES.

Nvidia CEO Huang says next generation of chips is in full production

To get the new performance, Huang said the Rubin chips use a proprietary kind of data that the company hopes the industry ‍will adopt.

Baidu and Huawei tighten grip on China’s GPU cloud as chipmakers chase IPOs

A Frost & Sullivan report shows Baidu and Huawei far ahead in China’s GPU cloud market, reflecting the fast adoption of home-grown AI chips.

Chinese chipmaker Black Sesame’s Huashan A2000 clears US review hurdle

The chip has passed relevant reviews following nearly a year of technical clarifications and communications with US authorities.

China’s humanoid robot makers, Hong Kong start-ups set to dazzle CES 2026

Nearly a dozen Chinese humanoid robot makers are expected at the trade show, while Hong Kong sends its largest-ever delegation.

Biren surges, China military drills, CES technology show

This week: Biren Technology jumps on Hong Kong debut, PLA holds drills off Taiwan and factory activity returns to expansion. Next week: Chinese tech firms at CES, December CPI release, HSBC-Hang Seng Bank buyout vote, and more.

Shares in Chinese GPU start-up Biren soar in Hong Kong listing

Shares leap 82 per cent in debut after retail investors’ demand exceeds supply by 2,347 times.

Nvidia asks chipmaker TSMC to ramp up H200 production amid China demand: sources

Chinese tech companies place orders for more than 2 million H200 chips for 2026, according to sources.

How China cracked US ‘super code’, health benefits of lard: 7 science highlights

From China building world’s largest smart transformer to health benefits of lard, here are some highlights from SCMP’s recent science reporting.

.css-sioo19{color:#c79a00;}Exclusive | ByteDance to pour US$14 billion into Nvidia chips in 2026 as AI demand surges

Chinese unicorn’s computing needs have climbed across its portfolio of popular apps, cloud unit Volcano Engine and large language models.

Opinion | Rise of China’s open source platforms will finally burst the AI bubble

Even if open source models aren’t as good as their proprietary rivals, they will still win in the marketplace as long as they can do the job.

Opinion | Why America can no longer build something like the Manhattan Project

Rather than owning the engine of innovation, Washington is standing in line like a customer to buy tech services it doesn’t control or understand.

Opinion | Asia needs AI talent to fuel its future growth

As governments around the region take steps to upskill workers for an AI-driven world, companies must also do their part.

Opinion | Innovation and exports will winnow China’s car industry in 2026

Exclusive | ByteDance to pour US$14 billion into Nvidia chips in 2026 as AI demand surges