Nvidia CEO Calls OpenClaw 'The Most Important Software Release Ever,' Surpasses Linux in Three Weeks

According to 1M AI News, Nvidia CEO Jensen Huang praised the open-source AI agent OpenClaw at the Morgan Stanley Technology, Media, and Telecom Conference on Wednesday, calling it “possibly the most important software release ever.” He noted that Linux took about 30 years to reach its current level of adoption, while OpenClaw surpassed it in just three weeks, becoming “the most downloaded open-source software in history.” He described its growth curve as still vertically upward on a semi-log scale, saying, “It looks like the Y-axis—I’ve never seen anything like this.”

Jensen Huang summarized the past two years of AI development as three inflection points: the first was generative AI, enabling conversion between forms of information; the second was reasoning capability, exemplified by o1, which generated roughly 1,000 times the compute demand of the previous generation; and the third was agents, with token consumption reaching millions of times higher. He characterized prompts from the previous generation as queries (“what is, when is, who is”), while prompts in the agent era are actions (“create, execute, build, write”), adding that “compute requirements for every company are rising sharply.”

He also proposed the judgment that "compute equals revenue," using Anthropic as an example by stating, "If they had three times the compute, their revenue would triple," and asserted that compute is directly correlated with GDP, declaring, "No country in the future will say, 'We choose not to have intelligence.'"