Nvidia CEO Jensen Huang recently praised OpenClaw, an open-source AI agent launched in November, calling it the "next ChatGPT." This endorsement significantly boosted Chinese stocks linked to the platform, including MiniMax Group Inc. and Knowledge Atlas Technology JSC Ltd. (Zhipu). The surge highlights growing momentum within China's AI sector, driven by advanced platforms designed to perform complex tasks with minimal user input.
In the financial sector, cryptocurrency exchange Zoomex has upgraded its liquidity infrastructure to support the increasing demand from AI trading systems. The platform now boasts $62.7 million in BTC spot depth and $29.8 million in ETH visible liquidity, ensuring reliable trade execution for automated strategies. Meanwhile, Korea Investment & Securities integrated AI-powered market insights into its 'DIGITAL Y.O.U.' mobile trading app, offering users advanced data analysis and personalized recommendations. Separately, AI trading agents advise caution on most altcoins in March 2026, favoring Monero and Zcash while suggesting a focus on real-world utility.
The demand for AI hardware continues to drive market activity. Jabil reported strong fiscal second-quarter earnings, exceeding expectations with $2.69 EPS and $10.03 billion in revenue, partly due to robust demand in cloud and 5G infrastructure, underscoring its role in the AI supply chain. SK Hynix further solidified its position by showcasing advanced AI memory solutions like HBM4 and HBM3E at NVIDIA's GTC 2026, highlighting a strengthened partnership and its critical role in high-performance AI infrastructure.
This robust demand for AI computing power is also reflected in the surging rental costs for older NVIDIA GPUs, such as the A100 and H100, which saw prices reach $1.38 and $2.41 per hour respectively by late February. Intel Corporation, along with Silicon Laboratories and Ambarella, leads chip stocks with high forward price-to-earnings ratios, with Intel at 91x, indicating strong investor optimism for future earnings driven by AI. However, the increasing demand for AI memory chips like HBM also raises environmental concerns, with semiconductor emissions projected to rise by a third to 247 million metric tons by 2030, posing a challenge for manufacturers like Samsung Electronics and SK Hynix.
Key Takeaways
- Nvidia CEO Jensen Huang praised OpenClaw as the "next ChatGPT," significantly boosting Chinese AI stocks like MiniMax and Zhipu.
- OpenClaw, launched in November, is an open-source AI agent designed to perform tasks with minimal user input.
- Crypto exchange Zoomex enhanced its liquidity infrastructure, showing $62.7 million in BTC spot depth and $29.8 million in ETH visible liquidity, to support AI trading systems.
- Korea Investment & Securities integrated AI-powered market insights into its 'DIGITAL Y.O.U.' mobile trading platform for advanced data analysis.
- Jabil reported strong Q2 earnings, with $2.69 EPS and $10.03 billion revenue, driven by cloud and 5G demand, highlighting its role in the AI hardware supply chain.
- SK Hynix showcased HBM4 and HBM3E at NVIDIA's GTC 2026, strengthening its partnership with NVIDIA in high-performance AI memory.
- Rental costs for older NVIDIA GPUs (A100, H100) surged in early 2026, with H100 reaching $2.41/hour and A100 $1.38/hour, indicating robust AI computing demand.
- Intel Corporation leads chip stocks with a high forward P/E of 91x, reflecting strong market optimism for AI-driven future earnings.
- AI trading agents advise caution on most altcoins in March 2026, favoring Monero and Zcash based on real-world utility.
- The increasing demand for AI memory chips like HBM is projected to raise semiconductor emissions by a third to 247 million metric tons by 2030, posing climate challenges for manufacturers like Samsung Electronics and SK Hynix.
Nvidia CEO's AI comments boost Chinese OpenClaw stocks
Chinese stocks linked to OpenClaw saw a significant rise after Nvidia CEO Jensen Huang praised the AI platform. Huang called OpenClaw the 'next ChatGPT,' suggesting it's a major shift in AI technology. Companies like MiniMax Group Inc. and Knowledge Atlas Technology JSC Ltd. (Zhipu) experienced sharp increases in their stock prices. This surge highlights the growing momentum in China's AI sector, driven by advanced platforms like OpenClaw that can perform complex tasks.
China's AI stocks soar on Nvidia CEO's OpenClaw praise
Chinese artificial intelligence stocks experienced a surge following positive remarks about OpenClaw from Nvidia CEO Jensen Huang. Huang described OpenClaw as the 'next ChatGPT,' boosting optimism for the AI agent platform. Companies such as Minimax and Zhipu, known as China's 'AI tigers,' saw their shares climb significantly. This event underscores China's strong position in the global AI market and the growing interest in advanced AI technologies.
Nvidia CEO calls OpenClaw next ChatGPT, boosting Chinese stocks
Chinese stocks connected to OpenClaw experienced a jump after Nvidia CEO Jensen Huang expressed strong confidence in the AI agent platform. Huang referred to OpenClaw as the 'next ChatGPT,' sparking optimism among investors. OpenClaw, launched in November, is an open-source AI agent designed to perform tasks with minimal user input. This positive sentiment has significantly lifted the shares of related Chinese companies.
Zoomex boosts liquidity for AI trading systems
Crypto exchange Zoomex has enhanced its liquidity infrastructure to better support the growing demand from AI trading systems. The exchange now offers robust support for fast and reliable trade execution, crucial for both human traders and automated strategies. Recent analysis shows Zoomex has $62.7 million in BTC spot depth and $29.8 million in ETH visible liquidity, with low slippage for BTC trades. This move addresses the need for stable execution conditions as AI agents become more involved in financial markets.
Zoomex upgrades infrastructure for AI trading demand
Cryptocurrency exchange Zoomex has significantly improved its liquidity infrastructure to meet the increasing needs of AI-driven trading systems. The platform's enhancements focus on providing predictable and consistent execution, which is vital for advanced automated strategies. An independent study found Zoomex has $62.7 million in BTC spot depth and $29.8 million in ETH visible liquidity, with minimal slippage for BTC trades. This upgrade ensures Zoomex can reliably support machine-driven market participants in the evolving crypto landscape.
Korea Investment & Securities adds AI insights to mobile trading app
Korea Investment & Securities has integrated AI-powered market insights into its 'DIGITAL Y.O.U.' mobile trading platform. This new feature provides users with advanced data analysis, trend forecasting, and personalized investment recommendations. The AI tools help users make more informed decisions by analyzing market data and sentiment in real-time. This move enhances the trading experience, offering a competitive edge through cutting-edge technology.
Jabil stock rises after strong earnings beat
Jabil's stock price increased after the company reported its fiscal second-quarter earnings, exceeding analyst expectations. The manufacturing solutions provider announced earnings per share of $2.69 and revenue of $10.03 billion, surpassing forecasts. Strong demand in cloud and 5G infrastructure contributed to the positive results. Jabil provided an optimistic outlook for the third quarter, signaling continued growth. The company's role in the AI hardware supply chain has made its stock a focus for investors.
SK Hynix deepens AI memory role with NVIDIA at GTC 2026
SK Hynix showcased its advanced AI memory solutions, including HBM4 and HBM3E, at NVIDIA's GTC 2026 event. The company highlighted its strengthened partnership with NVIDIA through live demonstrations focused on high-performance AI infrastructure. SK Hynix's product portfolio, including SOCAMM2 and liquid-cooled eSSD, is designed to support large-scale AI systems. This collaboration positions SK Hynix as a key player in the AI hardware supply chain, with its stock showing strong recent performance.
AI chip demand drives climate cost for memory chips
The increasing demand for AI memory chips like HBM is raising the semiconductor industry's climate footprint. Manufacturing more complex chips and using energy-intensive processes contribute to higher greenhouse gas emissions. Research predicts semiconductor emissions could rise by a third to 247 million metric tons by 2030. Companies like Samsung Electronics and SK Hynix are investing in capacity but also facing the challenge of costly emission reduction measures.
Older GPUs rental costs surge, signaling strong AI demand
Rental prices for older GPUs like NVIDIA's A100 and H100 have surged in early 2026, indicating robust demand for AI computing power. The H100 index reached $2.41 per hour and the A100 index hit $1.38 by late February, showing a sustained recovery. This trend suggests that even mature hardware remains commercially valuable for AI training and inference tasks. The rising costs reflect genuine economic pressure and high demand in the AI infrastructure market.
AI agents suggest caution on altcoins, favor Monero, Zcash
AI trading agents advise investors to be cautious with most altcoins in March 2026, as many gains are driven by short-term hype rather than strong fundamentals. The crypto market is entering a reset phase, shifting focus to real-world utility and AI-driven use cases. While Bitcoin and Ethereum remain dominant, AI agents favor altcoins like Monero and Zcash, while warning weaker projects may fade. The agents suggest waiting for stronger fundamentals before investing in most altcoins.
Intel leads chip stocks with high forward P/E amid AI demand
Intel Corporation, Silicon Laboratories, and Ambarella show the highest forward price-to-earnings (P/E) ratios among chip stocks, reflecting strong market optimism driven by AI demand. Intel's forward P/E stands at 91x. Most of these high P/E stocks have lower valuation grades, indicating potential overvaluation. The forward P/E ratios suggest investors anticipate significant future earnings growth for these semiconductor companies due to the surge in AI infrastructure needs.
Sources
- OpenClaw-linked Chinese stocks surge on Nvidia chief’s AI comments
- China’s ‘AI tigers’ see shares surge after Nvidia CEO touts OpenClaw as ‘next ChatGPT’
- China’s OpenClaw Stocks Rise as Nvidia’s Huang Calls It the Next ChatGPT
- Zoomex Strengthens Liquidity Infrastructure to Meet Growing Demand from AI Trading Systems
- Zoomex Strengthens Liquidity Infrastructure to Meet Growing Demand from AI Trading Systems
- Korea Investment & Securities adds AI market insights to mobile trading
- Jabil Stock Is Rising. The AI Darling Beats Earnings Expectations.
- SK Hynix Uses GTC 2026 To Deepen NVIDIA AI Memory Role
- Meeting Surging Demand for AI Memory Chips Has a Climate Cost
- Surging Rental Costs Of Older GPUs Signals Robust AI Demand
- Best Altcoins to Buy in March 2026 According to Six AI Trading Agents
- Intel tops forward P/E list at 91x as Micron prepares to report amid AI demand surge
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