NVIDIA CEO Jensen Huang delivered a major speech at the recent Morgan Stanley conference, stating that agentic AI is reaching a historic turning point and gave high praise to the open-source project OpenClaw.

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Huang referred to OpenClaw as "the most important software release of the current era." He pointed out in comparison that it took about 30 years for the Linux operating system to achieve its current level of popularity, while OpenClaw surpassed it in just three weeks, becoming the most downloaded open-source software in history.

In his speech, Huang proposed the "five-layer cake" theory of the AI industry:

Energy layer,Chip and computing infrastructure layer,Cloud data center layer,AI model layer,Application layer

He emphasized that the "application layer" at the top brings the greatest returns to large-scale cloud providers. Agentic AI such as OpenClaw can accurately replicate and replace human workloads. Due to the need for long context processing, token consumption has increased by about 1000 times, directly creating a huge "compute vacuum."

To address the compute bottleneck brought by agentic AI, NVIDIA is adjusting its R&D focus. The upcoming Vera Rubin architecture will be specifically optimized for long context processing, solving the limitations of existing hardware in agentic applications through enhanced on-board memory components and the use of the ICMS platform.