Jensen Huang at GTC: $1 trillion in AI chips and an OpenClaw strategy for every company

Nvidia GTC 2025 followed a familiar script: Jensen Huang in his ever-present black leather jacket, a two-hour keynote full of bold claims, and a few surprises that people will be discussing for a while. The headline number of the conference is $1 trillion. That, according to Huang's forecast, is how much global AI chip sales will total by 2027.

The figure is ambitious, but not random: the race for computing power has accelerated to unprecedented speed. Hyperscalers such as Microsoft, Google, Amazon and Meta are expanding their data centers, sovereign states are building national AI infrastructure, and startups are absorbing GPU clusters faster than the factories can ship them. The keynote's second key thesis was the OpenClaw strategy.

Huang declared that every company in the world must build its own OpenClaw stack, a set of tools for creating, training and deploying AI agents. This is not just a technical term; it is Nvidia's attempt to shape a new standard for enterprise AI architecture, with the company's own hardware, naturally, at its center. The ecosystem covers everything from Blackwell chips to the NeMo platform and agent orchestration tools.

A separate announcement at the conference was NemoClaw, a physical AI system that combines the capabilities of the NeMo language platform with robotic systems. It is part of Nvidia's broader bet on physical AI: Huang spoke at length about robotics, autonomous transport and industrial agents as the next wave of automation. The company's investments in the Omniverse platform and its partnerships with robot makers have finally begun to add up to a single narrative.

Near the end came the moment that immediately spread across social media. A robot named Olaf rolled onto the stage, billed as the culmination of the physical AI demonstration. But the robot clearly had no intention of following the script: it kept talking without pause, and at some point its microphone was simply switched off.

Huang took it with humor, but the episode served as an ironic reminder: the distance between demo robots at a conference and real industrial systems is still enormous. What does this mean for the market? Nvidia continues to strengthen its position as the de facto sole supplier of AI infrastructure.

Competitors such as AMD, Intel and custom chips from Google and Amazon cannot yet offer a comparable alternative. The $1 trillion forecast is not a marketing message but a signal to investors, partners and corporate buyers: the compute race is only beginning, and Nvidia intends to stay at its center for at least three more years. For companies, it is a direct signal: if the largest AI chip maker is already planning for such volumes on a two-year horizon, a "wait and see" position stops being a reasonable strategy.

OpenClaw or not, AI infrastructure is shifting from optional to foundational.

*Meta is designated an extremist organization and banned in Russia.