Economy

Chinese AI stocks rally after Nvidia’s Huang calls OpenClaw the ‘next ChatGPT’

Nvidia CEO Jensen Huang praises OpenClaw’s potential, boosting optimism around agentic AI and lifting shares of firms, including MiniMax, Zhipu, SenseTime

Mucahithan Avcioglu  | 18.03.2026 - Update : 18.03.2026
Chinese AI stocks rally after Nvidia’s Huang calls OpenClaw the ‘next ChatGPT’

ISTANBUL

China’s artificial intelligence stocks rallied on Wednesday after Nvidia CEO Jensen Huang praised AI agents and highlighted the new AI chatbot OpenClaw as a major breakthrough.

Speaking on Tuesday to CNBC, Huang described OpenClaw as “definitely the next ChatGPT,” saying the open-source AI agent could significantly broaden what users can do with artificial intelligence.

The remarks lifted shares of several Chinese AI firms that have been building products around OpenClaw. MiniMax jumped 20% in Hong Kong, while Knowledge Atlas Technology, better known as Zhipu, climbed 19.5%. Both companies have recently expanded their agentic AI offerings and introduced tools based on OpenClaw.

MiniMax and Zhipu are widely viewed as part of China’s so-called “AI tigers,” a group of startups developing large language models positioned as domestic challengers to companies such as OpenAI and Anthropic.

Zhipu also introduced its open-source GLM-5 model last month, pitching it as better suited for coding and longer agent-driven tasks. The company said the model delivers performance close to Anthropic’s Claude Opus 4.5 on coding benchmarks and outperforms Google’s Gemini 3 Pro in certain areas. However, those claims have not been independently verified.

SenseTime, which has shifted its focus from facial-recognition surveillance to AI software, rose 1.5% after recently linking one of its AI assistants to OpenClaw. Shanghai-listed cloud computing company UCloud Technology gained 13.2%.

Huang’s comments also boosted broader Asian tech shares. South Korea’s SK Hynix rose nearly 9%, while Samsung Electronics advanced 7.5%, after Huang said expected purchase commitments for Nvidia’s Blackwell and Vera Rubin platforms could total $1 trillion by 2027.

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