Nvidia (NVDA) Stock: Jensen Huang Says OpenClaw Is “The Next ChatGPT”

TLDR

• Nvidia CEO Jensen Huang called OpenClaw “definitely the next ChatGPT” during an interview at Nvidia’s GTC event in California.
• OpenClaw is an open-source autonomous AI agent platform that completes tasks and makes decisions with minimal user input.
• Nvidia announced NemoClaw, an enterprise version of OpenClaw built on Nvidia’s software stack with security and privacy controls.
• Chinese stocks linked to OpenClaw jumped on Wednesday, with MiniMax Group climbing up to 14% and Zhipu rising up to 11% in Hong Kong.
• Nvidia stock (NVDA) was down 0.26% at the time of reporting.

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Jensen Huang made headlines Tuesday when he called OpenClaw “definitely the next ChatGPT” during a “Mad Money” interview with Jim Cramer at Nvidia’s GTC event in California.

Huang described OpenClaw as “the largest, most popular, the most successful open-sourced project in the history of humanity.” Those are big words, and the market took notice.

OpenClaw is an open-source autonomous AI agent platform. Unlike traditional chatbots, it doesn’t just answer questions — it completes tasks, makes decisions, and takes action on its own.

He used kitchen design as an example. An OpenClaw agent could study images, learn design tools, iterate on layouts, and refine its own output — all without further input from the user.

Nvidia Launches NemoClaw

On Monday, a day before the interview, Nvidia announced NemoClaw — its own enterprise-grade version of OpenClaw. The product layers Nvidia’s software stack on top of the open-source platform.

NemoClaw is designed to make AI agents secure, scalable, and ready for business use. It includes privacy protections, oversight tools, and enterprise-grade security controls.

The move positions Nvidia not just as a chip supplier, but as a full-stack AI infrastructure player.

Autonomous AI agents have raised concerns around security and control. NemoClaw is Nvidia’s answer to those concerns, offering guardrails for companies looking to deploy agents at scale.

Chinese Stocks React

The comments triggered a rally in Chinese stocks connected to OpenClaw on Wednesday.

MiniMax Group, which launched its own AI agent earlier, climbed as much as 14% in Hong Kong. Knowledge Atlas Technology, known as Zhipu, rose as much as 11%.

Cloud services provider UCloud Technology also posted gains in Shanghai.

The moves came directly after Huang’s comments went wide, showing how much market weight his words carry right now.

Nvidia itself was slightly lower at the time of reporting, with NVDA down 0.26%, or $0.48, at the time of the interview being published.

The GTC event continues to serve as a major platform for Nvidia to announce partnerships and product roadmap updates.

Nvidia confirmed its collaboration with the creator of OpenClaw as part of the NemoClaw launch announcement made Monday.

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