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

US chipmaker Nvidia recorded a US$400 million charge for excess H200 inventory and purchase obligations. Photo: Reuters

2026 Xi-Trump summits

Rising toll of US-China trade, tech curbs in focus ahead of summit

Impacts of reciprocal restrictions eroding profits, disrupting supply chains and intensifying market competition are back in the spotlight.

21 Sep 2026 - 5:00PMvideocam

US-China tech war

In Focus | Will US cloud computing restrictions rain on China’s AI parade?

21 Sep 2026 - 10:03AM

Artificial intelligence

A world of difference in 10 days: the changing course of AI

19 Sep 2026 - 7:40PMvideocam

United States

Google says Gemini AI model breached real systems in security test

Asked to access a fictional firm with the same name as a real company, Gemini guessed a password and hacked into the real company’s website.

19 Sep 2026 - 12:02PM

Google Gemini logos are displayed on a smartphone and computer screen. Photo: TNS

South Korea

South Korea wants free ‘AI for All’. Is society ready?

Seoul’s roll-out of free, unlimited AI is set to shake up classrooms, careers and crime – for better or worse.

21 Sep 2026 - 11:55AMvideocam

2026 Xi-Trump summits

Trump says Xi state dinner is ‘a very tough ticket’ as guest list takes shape

US president says White House seats about 125 guests, while Chinese executives facing scrutiny in the US are considered for Xi’s delegation.

19 Sep 2026 - 7:10AMvideocam

Huawei

China to see major shift to Huawei for AI model training in 2027: deputy chair

The firm’s Ascend chips are ahead of Nvidia in domestic market, Huawei’s Eric Xu Zhijun says.

18 Sep 2026 - 3:56PM

People visit an exhibition during Huawei Connect 2026 in Shanghai on Thursday. Photo: AFP

2026 Xi-Trump summits

Xi to get what Trump didn’t in Beijing: a presidential airport welcome

US president will personally greet Chinese counterpart on the tarmac at Joint Base Andrews in Washington when Xi lands next Wednesday.

18 Sep 2026 - 8:46AMvideocam

Huawei

How Huawei plans to bypass US chip curbs with its latest technology

The Chinese tech giant is leveraging its UnifiedBus technology to link hundreds or thousands of chips into single computing unit.

17 Sep 2026 - 8:00PM

Semiconductors

Huawei quickens AI chip pace, promises next entrant 3 quarters early

Company says ‘performance-doubling’ Ascend 960DT training chip to debut in first quarter, followed by 960PR inference chip in third quarter.

17 Sep 2026 - 2:37PMvideocam

United States

Unlikely allies Sanders and Bannon call for stronger AI oversight

Ideological adversaries warn of the dangers of artificial intelligence amid public concern over unregulated tech.

16 Sep 2026 - 3:06PMvideocam

US Senator Bernie Sanders speaking at the Pro-Human Assembly on Tuesday. Photo: AFP

Artificial intelligence

DeepSeek AI engineer slams Anthropic, OpenAI over ‘pacing’ calls, invokes Hitler

Heated rhetoric highlights tensions over how quickly artificial intelligence should advance and who should shape its future amid mounting safety concerns.

15 Sep 2026 - 8:30PMvideocam

Artificial intelligence

Nvidia says AGI is here. How are China’s top AI labs catching up?

A primer on what AGI means, where top Chinese AI developers stand, and how Chinese policymakers view the technology.

12 Sep 2026 - 11:00AM

Artificial intelligence

Chinese optical supply chain relieved after US leaves transceivers off blacklist

The devices are emerging as central to artificial intelligence race, and China’s suppliers hold key market position.

11 Sep 2026 - 7:30PM

Wiring is seen inside a Microsoft data centre in Mount Pleasant, Wisconsin, September 18, 2025. Photo: Reuters

Semiconductors

Enflame soars 179% in Shanghai debut as Nvidia challenger taps AI fever

Tencent-backed company valued at US$25 billion, highlighting its role in Beijing’s push for domestic chips amid US export restrictions.

11 Sep 2026 - 4:54PM

The Enflame booth at the World Artificial Intelligence Conference in Shanghai, July 20, 2026. Photo: CFOTO/Future Publishing via Getty Images

Malaysia

Will Malaysia’s potential Huawei AI deal risk clash with US trade pact?

The reported move, tied to a US$494 million sovereign AI project, underscores Kuala Lumpur’s superpower balancing act.

8 Sep 2026 - 6:46PM

Z.ai

Are Chinese AI stars Z.ai and MiniMax stuck in losses through 2030?

As both firms mature beyond early growth, an analyst says the industry is looking for a better metric for valuations.

8 Sep 2026 - 5:33PMvideocam

Banking & finance

Opinion | Virtuous circle of AI titans’ investments could well turn vicious

It’s time to ask how much of the industry’s extraordinary growth is being financed by the same companies benefiting from it.

7 Sep 2026 - 9:27PMvideocam

Nvidia CEO Jensen Huang introducing Vera Rubin, a next-generation AI data centre platform, and Rubin Ultra, a next-generation AI GPU architecture, at a conference in San Jose, California, on March 16. He disagrees that Nvidia’s deals are circular. Photo: AFP

Smartphones

Huawei unveils first-ever smartphone powered by Tau Scaling Law-based Kirin chip

Coming just ahead of new models from Apple and Xiaomi, the device highlights a fierce battle in the high-end foldable market.

7 Sep 2026 - 6:32PMvideocam

Artificial intelligence

Why China’s AI giants spend far less and still shrink compute gap with US rivals

Lower costs and faster growth rates let China’s AI firms narrow the divide, raising the question: does the spending gap still matter?

6 Sep 2026 - 9:00PM

US-China tech war

US-China AI agreement, G20 trade spat, inflation data

This week: The US and China both back limited AI regulation at G20 event, China blocks G20 communique criticising large trade surpluses, Xi visits Kyrgyzstan and Egypt. Next week: China factory-gate prices may rise for sixth month, August trade data may show further boom, SCMP holds Central Asia conference, and more.

4 Sep 2026 - 6:40PM

Nvidia CEO Jensen Huang (left) and US Commerce Secretary Howard Lutnick. Photo: Getty Images via AFP

Artificial intelligence

US tech chiefs Huang, Musk warn against AI curbs amid race with China

US tech leaders warn strict rules could blunt innovation and prevent the harnessing of economic gains from rapidly advancing AI.

3 Sep 2026 - 6:16PM

Jensen Huang speaks at the G20 Innovation Ministerial summit. Photo: Reuters

Semiconductors

Chinese investors scramble for 1-in-4,000 odds in Enflame’s red-hot IPO

The last of China’s ‘four little dragons’ to go public has drawn millions of retail investors, despite odds of securing an allocation at less than 0.03 per cent.

3 Sep 2026 - 3:12PM

Hong Kong stock market

Mainland Chinese investors buy Hong Kong AI stocks, sell financials

Net buying surges for third straight month as AI pivot benefits MiniMax, Alibaba and Tencent, while investors eschew traditional industries.

3 Sep 2026 - 3:31PMvideocam

Semiconductors

China’s AMEC unveils 6 chip-making machines in a day in self-reliance boost

A rapid R&D drive is powering the firm’s transition beyond its core business.

2 Sep 2026 - 5:29PMvideocam

Chinese chip equipment giant Advanced Micro-Fabrication Equipment (AMEC) unveils six new tools in a single day as the company accelerates research and development. Photo: Weibo

Semiconductors

Enflame’s US$900m IPO tests appetite for China’s ‘little dragon’ AI chipmakers

Fuelled by Beijing’s tech self-reliance push, the company is set to test investor confidence in specialised hardware.

2 Sep 2026 - 8:30AMvideocam

Tourists visit the Enflame booth at the 2026 World Artificial Intelligence Conference in Shanghai on July 20. Photo: Getty Images

China stock market

What tech-driven company earnings say about China’s diverging growth paths

AI demand and local chip substitution spark boom for tech firms, leaving traditional industries far behind.

2 Sep 2026 - 12:48PM

US-China trade war

Congress advances new bill to give US edge in open-source AI race with China

Legislation to promote adoption of US open-source models while publicising the risks associated with using their Chinese counterparts.

2 Sep 2026 - 5:45AMvideocam

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Nvidia

Rising toll of US-China trade, tech curbs in focus ahead of summit

Impacts of reciprocal restrictions eroding profits, disrupting supply chains and intensifying market competition are back in the spotlight.

.css-1f6sr3w{color:#727272;}In Focus | Will US cloud computing restrictions rain on China’s AI parade?

A world of difference in 10 days: the changing course of AI

Google says Gemini AI model breached real systems in security test

Asked to access a fictional firm with the same name as a real company, Gemini guessed a password and hacked into the real company’s website.

South Korea wants free ‘AI for All’. Is society ready?

Seoul’s roll-out of free, unlimited AI is set to shake up classrooms, careers and crime – for better or worse.

Trump says Xi state dinner is ‘a very tough ticket’ as guest list takes shape

US president says White House seats about 125 guests, while Chinese executives facing scrutiny in the US are considered for Xi’s delegation.

China to see major shift to Huawei for AI model training in 2027: deputy chair

The firm’s Ascend chips are ahead of Nvidia in domestic market, Huawei’s Eric Xu Zhijun says.

Xi to get what Trump didn’t in Beijing: a presidential airport welcome

US president will personally greet Chinese counterpart on the tarmac at Joint Base Andrews in Washington when Xi lands next Wednesday.

How Huawei plans to bypass US chip curbs with its latest technology

The Chinese tech giant is leveraging its UnifiedBus technology to link hundreds or thousands of chips into single computing unit.

Huawei quickens AI chip pace, promises next entrant 3 quarters early

Company says ‘performance-doubling’ Ascend 960DT training chip to debut in first quarter, followed by 960PR inference chip in third quarter.

Unlikely allies Sanders and Bannon call for stronger AI oversight

Ideological adversaries warn of the dangers of artificial intelligence amid public concern over unregulated tech.

DeepSeek AI engineer slams Anthropic, OpenAI over ‘pacing’ calls, invokes Hitler

Heated rhetoric highlights tensions over how quickly artificial intelligence should advance and who should shape its future amid mounting safety concerns.

Nvidia says AGI is here. How are China’s top AI labs catching up?

A primer on what AGI means, where top Chinese AI developers stand, and how Chinese policymakers view the technology.

Chinese optical supply chain relieved after US leaves transceivers off blacklist

The devices are emerging as central to artificial intelligence race, and China’s suppliers hold key market position.

Enflame soars 179% in Shanghai debut as Nvidia challenger taps AI fever

Tencent-backed company valued at US$25 billion, highlighting its role in Beijing’s push for domestic chips amid US export restrictions.

Will Malaysia’s potential Huawei AI deal risk clash with US trade pact?

The reported move, tied to a US$494 million sovereign AI project, underscores Kuala Lumpur’s superpower balancing act.

Are Chinese AI stars Z.ai and MiniMax stuck in losses through 2030?

As both firms mature beyond early growth, an analyst says the industry is looking for a better metric for valuations.

.css-1pcrwvc{color:#2aa191;}Opinion | Virtuous circle of AI titans’ investments could well turn vicious

It’s time to ask how much of the industry’s extraordinary growth is being financed by the same companies benefiting from it.

Huawei unveils first-ever smartphone powered by Tau Scaling Law-based Kirin chip

Coming just ahead of new models from Apple and Xiaomi, the device highlights a fierce battle in the high-end foldable market.

Why China’s AI giants spend far less and still shrink compute gap with US rivals

Lower costs and faster growth rates let China’s AI firms narrow the divide, raising the question: does the spending gap still matter?

US-China AI agreement, G20 trade spat, inflation data

US tech chiefs Huang, Musk warn against AI curbs amid race with China

US tech leaders warn strict rules could blunt innovation and prevent the harnessing of economic gains from rapidly advancing AI.

Chinese investors scramble for 1-in-4,000 odds in Enflame’s red-hot IPO

The last of China’s ‘four little dragons’ to go public has drawn millions of retail investors, despite odds of securing an allocation at less than 0.03 per cent.

Mainland Chinese investors buy Hong Kong AI stocks, sell financials

Net buying surges for third straight month as AI pivot benefits MiniMax, Alibaba and Tencent, while investors eschew traditional industries.

China’s AMEC unveils 6 chip-making machines in a day in self-reliance boost

A rapid R&D drive is powering the firm’s transition beyond its core business.

Enflame’s US$900m IPO tests appetite for China’s ‘little dragon’ AI chipmakers

Fuelled by Beijing’s tech self-reliance push, the company is set to test investor confidence in specialised hardware.

What tech-driven company earnings say about China’s diverging growth paths

AI demand and local chip substitution spark boom for tech firms, leaving traditional industries far behind.

Congress advances new bill to give US edge in open-source AI race with China

Legislation to promote adoption of US open-source models while publicising the risks associated with using their Chinese counterparts.

In Focus | Will US cloud computing restrictions rain on China’s AI parade?

Opinion | Virtuous circle of AI titans’ investments could well turn vicious