OpenAI CEO Sam Altman continues to forge alliances in Asia, visiting India on February 5th to meet industry leaders and prominent founders and discuss the company’s plans for the Indian market.
Yesterday, Sam Altman was in South Korea to sign a deal with tech giant Kakao to integrate ChatGPT features into Kakao’s diverse services. OpenAI’s investments and partnerships, backed by the Stargate program, could indicate the US AI industry is racing to capture emerging markets amid the growing popularity of cheap and effective Chinese AI models like DeepSeek R1 and Alibaba’s Qwen 2.5. Altman reportedly admitted in South Korea that OpenAI “hasn’t found a strategy yet” to respond to DeepSeek.
“India is an incredible market for AI in general, for us too. It’s our second biggest market after the US. Users here have tripled in the last year. The innovation that’s happening, what people are building [in India], it’s really incredible,” Altman said. “We’re excited to do much, much more here, and I think it’s (the Indian AI program) a great plan. And India will build great models.”
Meanwhile, US stock futures retreated after Alphabet’s Q4 cloud revenue missed estimates and AMD’s disappointing data center sales forecast heightened concerns about a slump in AI momentum despite hefty R&D spending. Overall, investors remained alert for new developments in the ongoing US-China trade war.
We selected AI stocks by reviewing news articles, stock analysis, and press releases. We listed the stocks in ascending order of their hedge fund sentiment taken from Insider Monkey’s database of 900 hedge funds.
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10. Sealsq Corp. (NASDAQ:LAES)
Number of Hedge Fund Holders: N/A
Sealsq Corp. (NASDAQ:LAES) offers digital security solutions, including data security, access control, anticounterfeiting, provisioning, and secure satellite IoT connectivity through its FIPS-certified semiconductors, managed PKI, and quantum innovation. The company’s Quantum Lab offers quantum-resistant secure microcontrollers and trust services to protect digital assets in the quantum computing era.
On February 5th, Sealsq Corp. (NASDAQ:LAES) announced allocating up to $20 million to invest in startups focusing on AI-driven semiconductor tech, quantum computing, and quantum-as-a-service offerings. The company believes this investment will help startups at the forefront of building quantum computing architectures, networking solutions, and cloud services fortified by Sealsq Corp.’s (NASDAQ:LAES) next-gen security protocols.
9. Aurora Mobile Ltd. (NASDAQ:JG)
Number of Hedge Fund Holders: N/A
Aurora Mobile Ltd. (NASDAQ:JG) offers mobile big-data solutions for app developers. The company’s developer services offer core in-app functionalities used by major internet firms and consumer brands like SINA and Starbucks. The company collects anonymous device-level mobile behavioral data, which is then structured and encrypted for AI-powered modeling exercises. It also applies AI and ML to its data repositories to refine its data solutions.
On February 5th, Aurora Mobile Ltd. (NASDAQ:JG) said its AI agent platform, GPTBots.ai, has integrated DeepSeek’s Janus-Pro into its ecosystem as an Open Tool, enhancing its AI capabilities. This integration follows the recent inclusion of DeepSeek’s R1 LLM, reinforcing GPTBots.ai’s position as a leading supplier of next-gen AI services tailored for enterprises.
