Zipu, Minimax after Nvidia Jensen Huang OpenClaw comments

Chinese AI stocks rose on Wednesday after upbeat comments from Nvidia CEO Jensen Huang on the promise of AI agents and OpenClaw.

OpenClaw is “definitely the next ChatGPT,” Huang said Tuesday, calling it a transformative step in expanding what users can achieve with AI.

OpenClaw is an open source AI agent that has seen growing adoption in China, with many local tech companies integrating it into their offerings and launching their own versions.

Minimax and Knowledge Atlas Technology, also known as Zipu, soared a respectable 22% and 14% in Hong Kong. Both AI companies have previously rolled out agents built on OpenClaw,

Minimax and Zhipu are among China’s emerging “AI tigers,” a group of companies building large language models to rival OpenAI and Anthropic.

Zhipu last month unveiled GLM-5, an open-source large language model designed with powerful coding capabilities and support for extended agent-based tasks. Although CNBC has not independently verified these claims, the company said its performance was close to Anthropic’s Cloud Opus 4.5 in coding benchmarks and even surpassed Google’s Gemini 3 Pro in some tests.

SenseTime, which has pivoted from facial recognition surveillance to AI software platforms and recently integrated one of its AI assistants with OpenClaw, saw shares gain 2.43%. Shanghai-listed cloud computing firm UCloud Technology advanced 13%.

“China’s rapid adoption of artificial intelligence will strengthen its position as one of the world’s leading AI markets,” Moody’s said in a recent note.

However, adoption remains uneven across sectors, reflecting differences in digital readiness and creating different credit effects. Large technology firms are driving sophisticated and economically meaningful AI integration, while consumer and industrial companies are adopting the technology more selectively to improve efficiency.

Other tech stocks in Asia also rose after Huang said buy orders between Blackwell and Vera Rubin are expected to reach $1 trillion by 2027. SK Hynix gained about 9% while Samsung Electronics added 7.53%.