Huang Renxun referred to OpenClaw as the "most important software release in history," surpassing 30 years of Linux development in just 3 weeks

According to 1M AI News, Nvidia CEO Jensen Huang highly praised the open-source AI agent OpenClaw on Wednesday at the Morgan Stanley Technology, Media, and Telecom Conference, calling it "potentially the most significant software release ever." He noted that while it took Linux about 30 years to reach its current level of popularity, OpenClaw surpassed that in just 3 weeks, becoming the "most downloaded open-source software in history." He described the growth curve as still vertical on a semi-log plot, saying, "It looks like the Y-axis, I have never seen anything like it."

Jensen Huang summarized the past two years of AI development as having three inflection points: the first being generative AI, achieving transformation of information forms; the second being represented by o1 for inference capability, resulting in about 1000 times the compute demand of the previous generation; and the third being intelligent agents, with token consumption reaching millions of times. He characterized the prompts of the previous generation as queries ("what is, when is, who is"), while the prompts of the intelligent agent era are actions ("create, execute, build, write"), stating that "the compute demand required by every company is rising rapidly."

He also put forth the judgment that "compute equals revenue," citing Anthropic as an example, stating that "if they have 3 times the compute, revenue will grow by 3 times," and asserting that compute is directly related to GDP, saying, "in the future, no country will say 'we choose not to be intelligent'."