Jensen Huang’s microphone hadn’t cooled before Hong Kong screens flashed green. The Nvidia CEO dubbed the open-source agent OpenClaw “definitely the next ChatGPT,” and Chinese developers with early ties to the model raced ahead.
MiniMax vaulted 22% in Hong Kong trade, while Knowledge Atlas Technology—ticker Zhipu—added 14%. Both firms already ship tools built on OpenClaw.
Zhipu last month released GLM-5, claiming near-parity with Anthropic’s Claude Opus 4.5 on coding tests. SenseTime, which baked an AI assistant around OpenClaw, rose 2.43%. On the mainland, Shanghai-listed UCloud Technology jumped 13%.
Huang’s hype came with a forecast: combined orders for Nvidia’s Blackwell and upcoming Vera Rubin silicon could hit $1 trillion by 2027. Memory suppliers rode the slipstream—SK Hynix closed up about 9% and Samsung Electronics gained 7.53%.
Moody's offered a sober footnote:
"China's rapid uptake of artificial intelligence reinforces its position as one of the world's leading AI markets."
The agency warned that adoption curves across sectors remain uneven, meaning revenue may bunch in pockets rather than flow evenly.
Look, a trillion-dollar order book sounds massive, but until Nvidia clarifies how much of that is already in the backlog versus future pipeline, traders are betting on a story that still has plenty of blank pages.
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Source: Cnbc