Nvidia CEO Calls OpenClaw “Next ChatGPT,” Sending Chinese AI Stocks Higher
Chinese AI stocks jumped after Nvidia CEO Jensen Huang praised OpenClaw as “the next ChatGPT,” boosting companies building agent-based AI systems.
Agentic AI describes software that works toward an objective by deciding what to do next rather than waiting for a new instruction at every step. A typical agent interprets the goal, creates a plan, calls permitted tools, reviews the result, and adjusts when an action fails. This makes the approach useful for research, coding, customer operations, and other tasks that span several systems or decisions. Autonomy does not mean unlimited control: production agents should operate within explicit permissions, spending limits, data boundaries, and stopping rules. Logs and human approval checkpoints help teams trace decisions and intervene before an incorrect plan causes wider effects.
Chinese AI stocks jumped after Nvidia CEO Jensen Huang praised OpenClaw as “the next ChatGPT,” boosting companies building agent-based AI systems.
Nvidia CEO Jensen Huang said demand for Blackwell and Vera Rubin systems could reach $1 trillion by 2027, as the company unveiled new chips, racks, and AI infrastructure at GTC.
Nebius has signed a long-term AI infrastructure agreement with Meta worth up to $27 billion, providing large-scale compute capacity powered by Nvidia’s Vera Rubin platform.
Nvidia introduced Nemotron 3 Super, a 120B-parameter open model built for multi-agent AI systems with a 1M-token context window and improved reasoning efficiency.
Elon Musk revealed Digital Optimus, a joint Tesla–xAI AI agent project powered by Grok and Tesla hardware. The announcement deepens links between the companies amid ongoing shareholder litigation.
Nvidia and Nebius have formed a strategic partnership to build hyperscale AI cloud infrastructure, with Nvidia investing $2 billion to support gigawatt-scale AI computing capacity.
Meta has acquired Moltbook, a social network where AI agents interact using the OpenClaw framework. The platform will join Meta Superintelligence Labs as the company expands its agent-based AI research.
Nvidia is reportedly developing NemoClaw, an open-source platform designed to help companies deploy AI agents for enterprise tasks. The system would include security tools and partnerships with major software providers.
Microsoft is integrating Anthropic’s Claude models into Microsoft 365 Copilot and introducing a new Copilot Cowork tool for autonomous workflows. The move expands Microsoft’s AI partnerships as demand grows for agent-based productivity tools.
OpenAI introduced GPT-5.4, a new frontier model combining advanced reasoning, coding, and agentic capabilities. The model brings improved tool use, computer interaction, and long-context performance across ChatGPT, the API, and Codex.