NVIDIA GTC 2026 | NVIDIA Partners with OpenClaw to Unveil NemoClaw, Jensen Huang Goes Crazy for Lobster Farming

At GTC 2026 keynote, NVIDIA CEO Jensen Huang announced full support for the recently popular open-source project OpenClaw, stating its importance is “comparable to the birth of Linux and HTML,” and it could even become the “operating system” of the AI era. He also announced the release of his own NemoClaw, an open-source project designed specifically for OpenClaw. Users can deploy long-running, self-evolving AI agents with a single command, and an early preview version is now available.

Huang said that the core issue for future corporate competition will be: “What is your OpenClaw strategy?” Traditional SaaS (Software as a Service) will transform into AaaS (Agentic as a Service). AaaS means companies will no longer just provide tools but offer autonomous AI agents capable of executing tasks independently.

He further stated that the salary structure for their engineers will include a “Token budget,” used to purchase AI inference capabilities, allowing them to leverage tokens as much as they can.

OpenClaw Goes Viral: Becomes the Most Popular Open-Source Project in Weeks

OpenClaw, developed by Peter Steinberger, is an open-source system designed for Agentic AI. Huang pointed out that the project has rapidly gained popularity within just a few weeks, surpassing the impact Linux accumulated over decades. The core design of OpenClaw greatly simplifies user onboarding—by entering a single command in the terminal, the system automatically downloads and installs OpenClaw, creates an AI agent, and begins executing tasks.

Why Every Company Needs an OpenClaw Strategy

Huang emphasized that this architecture essentially contains all the core elements of an operating system. He said, “OpenClaw open-sources the operating system for agentic computers, just like Windows made personal computers widespread. It makes personal AI agents possible.”

NVIDIA further highlighted a key judgment: the core of future corporate competition will be: “What is your OpenClaw strategy?” Huang pointed out that all companies, software firms, and tech giants will need to build their own agent systems.

Huang predicts that traditional SaaS will evolve into AaaS (Agentic as a Service). Future companies will no longer just provide tools but offer autonomous AI agents, specialized agents for hire, and compute resources measured in tokens. He also mentioned that their engineers’ salary structures will include a “Token budget” to purchase AI inference capabilities, with the leverage determined by how many tokens they can use.

NVIDIA Launches NemoClaw at GTC 2026

NVIDIA also introduced NemoClaw, an open-source security stack designed for OpenClaw, emphasizing “securely running AI agents in any environment.” The official statement says users can deploy long-lasting, self-evolving AI agents with a single command, and an early preview version is now available.

Architecturally, NemoClaw enhances OpenClaw with NVIDIA Agent Toolkit for security reinforcement and integrates a core module called OpenShell, responsible for enterprise policy controls—including data access permissions, external communication restrictions, and behavioral constraints—allowing companies to precisely control how AI agents use data and execute tasks.

Additionally, NemoClaw features resource awareness, automatically assessing available computing power and prioritizing local execution of high-performance open-source models like NVIDIA Nemotron. This not only improves data privacy but also reduces inference costs, further strengthening the feasibility of deploying AI agents within enterprises.

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