Nvidia's Jensen Huang calls OpenClaw the next ChatGPT, sending Chinese AI stocks soaring

Reviewed byNidhi Govil

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Nvidia CEO Jensen Huang declared OpenClaw the next ChatGPT at the company's GTC conference, triggering massive gains in Chinese AI stocks. MiniMax Group surged 22% while Zhipu climbed 14% in Hong Kong trading. Nvidia unveiled NemoClaw, an enterprise-ready version with security guardrails, as Huang urged every company to develop an OpenClaw strategy for the emerging era of autonomous AI agents.

Jensen Huang Declares OpenClaw the Next ChatGPT

Nvidia CEO Jensen Huang delivered a striking endorsement of OpenClaw at the company's GTC conference in San Jose, declaring the open-source AI agent platform "definitely the next ChatGPT."

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Speaking nearly two hours into his keynote on Monday, Huang described the agent-controlling technology as a foundational shift that expands what individuals can achieve with AI agents. He compared OpenClaw's rapid rise to Linux, noting it achieved in weeks the popularity that the open-source computer project earned over 30 years.

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Source: Tom's Guide

Source: Tom's Guide

The autonomous AI agent platform, launched in November 2025 by Austrian developer Peter Steinberger, leverages large language models to perform daily functions.

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Unlike traditional chatbots that simply answer questions, these intelligent agents can complete tasks, make decisions, and take actions with minimal user input. Huang framed OpenClaw as a personalized operating system for personal AI, comparing it to Microsoft Windows for a new age.

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"Every company in the world today needs to have an OpenClaw strategy," Huang stated emphatically. "This is the new computer."

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Chinese Tech Stocks Surge on OpenClaw Momentum

Huang's bullish comments triggered immediate market reactions, particularly among Chinese AI stocks that have embraced the open-sourced family of AI agents. MiniMax Group Inc., which launched its own agent earlier, skyrocketed 22% in Hong Kong, while Knowledge Atlas Technology, known as Zhipu, climbed 14%.

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Cloud services provider UCloud Technology advanced 13% in Shanghai.

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Source: Reuters

Source: Reuters

"Jensen Huang's bullish comments about the future of OpenClaw are fueling optimism over AI agent," said Steven Leung, executive director at UOB Kay Hian in Hong Kong.

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Nvidia's plan to launch related products signals that the "lobster" fever—OpenClaw's symbol—is just beginning, he noted. Major Chinese cloud computing providers, including Tencent Holdings Ltd., Alibaba Group Holding Ltd., and Baidu Inc., have rushed to offer OpenClaw to their customers, while large language models providers like MiniMax and Zhipu have offered tokens that power the agents.

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MiniMax and Zhipu are among China's rising "AI tigers," a group of companies building foundation models to rival OpenAI and Anthropic.

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The AI boom in China, initially kicked off by DeepSeek's launch more than a year ago, has found fresh momentum in OpenClaw's rapid adoption.

Nvidia Unveils NemoClaw Enterprise Platform

Alongside his endorsement, Huang announced NemoClaw, a partnership developed with Steinberger to bring security and privacy guardrails to the open-source AI agent platform for enterprise use.

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The enterprise platform addresses a critical tension: OpenClaw's earlier iterations had well-documented vulnerabilities around prompt injection and unconstrained file access, making it unsuitable for corporate environments despite its capabilities.

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Source: Mashable

Source: Mashable

NemoClaw installs onto OpenClaw with a single command, adding the infrastructure that enterprises need before trusting an autonomous agent with production data.

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The core component is OpenShell, a new open-source runtime that sandboxes agents at the process level, enforcing policy-based controls on file access, network connections, and data handling. Policies written in YAML allow development teams to permit specific connections while blocking others.

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"OpenClaw opened the next frontier of AI to everyone and became the fastest-growing open source project in history," Huang said onstage at the GTC conference. "Mac and Windows are the operating system for the personal computer. OpenClaw is the operating system for personal AI. This is the moment the industry has been waiting for, the beginning of a new renaissance in software."

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Nvidia is working with Cisco, CrowdStrike, Google, and Microsoft Security to bring OpenShell compatibility to their respective security tools.

AI Agent Frameworks Challenge Foundation Model Dominance

OpenClaw's meteoric rise has sparked debate about whether foundation models are becoming commodities. David Bader, director of the Institute for Data Science at the New Jersey Institute of Technology, said the tech industry is "witnessing a classic platform shift," with foundation models and Chinese labs "converging in capability."

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"The models become the engine; the agent framework becomes the car," Bader explained.

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Not everyone agrees that foundation models are losing relevance. Venture capitalist Jerry Chen of Greylock, an Anthropic investor, said OpenClaw's success in demonstrating what intelligent agents can achieve doesn't diminish the importance of underlying foundation models. "The buzz around OpenClaw stems from making AI more tangible to a broader audience beyond researchers and technologists," Chen said.

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The critical question now is whether OpenClaw becomes the de facto standard—the Linux of the market, as Jensen Huang frames it—or simply the first of many AI agent frameworks.

Jay Goldberg of Seaport Research Partners, the lone Nvidia analyst with a sell recommendation among roughly 70 tracked by FactSet, admitted that OpenClaw represents a breakthrough consumer use case he's been waiting to see. After experimenting with OpenClaw on a Mac Mini, Goldberg said he can finally understand the excitement, though he cautioned it remains "janky" and "incredibly insecure."

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Still, he acknowledged being "envious" of Huang, who "nailed it" in describing OpenClaw as an operating system.

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The moment's significance has begun dawning across the industry. OpenAI snapped up Steinberger as a new hire in February, hoping he could produce similar breakthroughs at the ChatGPT maker.

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Meanwhile, China's government warned staff that the technology could leak their data as OpenClaw usage spiked.

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Beijing is now moving to limit OpenClaw's use at government agencies and some of its largest banks, even as enthusiasm for the technology sends shares of tech companies soaring.

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