NVIDIA CEO Jensen Huang took the stage at the company’s developer conference on Monday to talk up new CPUs, agentic software, and the future of AI economics. 

There were announcements on the new Vera CPU and BlueField-4 STX Storage, as part of the Vera Rubin platform for agentic workflows, and Huang said demand for GPUs will push the company’s revenue to $1 trillion in 2027. 

NVIDIA came through with the predicted NemoClaw release. Huang said OpenClaw “exceeded what Linux did in 30 years. It is that important.” He told the audience every company needs an OpenClaw strategy and touted NVIDIA's new privacy and security wrapper for running “claws,” autonomous agents built using OpenClaw. 

Other than the shiny new launches, there were larger themes in Huang’s speech illustrating NVIDIA's current strategy as a vendor that buyers responsible for AI budgets may want to take note of. 

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