Jensen Huang’s GTC keynote highlighted robotics and AI agents, delivering key signals startups must not overlook

(SeaPRwire) –   Jensen Huang’s Nvidia GTC resembles the tech industry’s Super Bowl Halftime Show.

Attendance is highly coveted, and those who miss it still catch wind of the announcements. On Monday afternoon, Huang addressed agentic AI, the imminent future of computing, provided a chip demand forecast, and highlighted the concept of “AI factories.” For startups and expanding private companies, several key points warrant attention:

Engage with Nvidia’s agent. First, meet NemoClaw: The ever leather-jacket-wearing Huang introduced NemoClaw, a novel open-source platform centered on agentic AI. The name appears deliberate, probably alluding to the recent popularity of the viral AI agent OpenClaw, while offering businesses enterprise-level privacy and security controls. “Every company worldwide currently requires an OpenClaw strategy, an agentic system strategy,” Huang informed the audience. “This represents the new computing paradigm.”

Physical AI has materialized. Huang stressed that physical AI, particularly robotics, represents Nvidia’s forthcoming major market, potentially valued at one trillion dollars or higher. Numerous VCs concur with Huang’s evaluation, given that billions in venture capital have been invested in AI-driven robotics firms such as industrial-oriented Skild AI and humanoid manufacturer Apptronik.

Nvidia aims to dominate all aspects. ‘s Sharon Goldman observes that the core issue is Nvidia’s vision for its own future. She writes: “Nvidia clarified at GTC that it is establishing itself not merely as a chip manufacturer but as a supplier of complete AI computing systems that drive the emerging “inference” phase of AI. (Inference involves powering AI outputs rather than just training, and it will necessitate a massive new wave of infrastructure investment.) This ambition transcends Nvidia’s conventional “picks and shovels” function.”

Continue reading Sharon’s perspective on why Nvidia hasn’t experienced greater AI-driven backlash here.

Term Sheet Podcast… This week’s guest is an individual I’ve long wanted to meet face-to-face: Winston Weinberg, CEO and cofounder of Harvey. Harvey stands as a legal AI frontrunner, with the company being 3.5 years old and carrying an $11 billion valuation. Winston and I discussed Harvey’s ascent, AI’s “partner and compete” dynamic, and his methodology for achieving focus. View the episode here.

Until tomorrow,

Allie Garfinkle
X: @agarfinks
Email: alexandra.garfinkle@.com

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