Chinese AI Stocks Surge After Nvidia CEO Hails OpenClaw

Several Chinese AI stocks have surged after Nvidia CEO's comments praised OpenClaw as the next ChatGPT. This positive endorsement has triggered a rally in AI stocks in China. Key quotes from Nvidia CEO include calling OpenClaw 'the next ChatGPT'.

NVDA CEO Jensen Huang called OpenClaw 'definitely the next ChatGPT' during his keynote at GTC 2026, triggering a broad rally in Chinese AI stocks. OpenClaw, an open-source AI agent framework, has seen rapid adoption across China's tech ecosystem, with major companies integrating it into their products and launching their own versions.

The endorsement sent shares of China's 'AI tigers' sharply higher. MiniMax surged 22% and Zhipu (Knowledge Atlas Technology) jumped 14% in Hong Kong trading, while Shanghai-listed UCloud advanced 13%. SenseTime, which recently integrated an AI assistant with OpenClaw, gained 2.4%.

The rally reflects growing investor confidence that Chinese AI firms can compete globally in the agentic AI space. However, questions remain about whether Huang's endorsement translates into sustained business momentum or is primarily a sentiment-driven event. Regulatory uncertainty in China's tech sector and ongoing US-China trade tensions add further complexity to the outlook for these stocks.