Huang Renxun: OpenClaw is the "iPhone of tokens," and Nvidia's revenue could reach $3 trillion

According to 1M AI News monitoring, NVIDIA CEO Jensen Huang has repeatedly referred to the open-source AI Agent platform OpenClaw as the "iPhone of tokens" in the Lex Fridman Podcast episode 494, believing that its significance to the Agent system is equivalent to what ChatGPT is to generative AI, calling it the "fastest-growing application in history".

Jensen Huang proposed a token-centric economic model. He believes that AI has transformed computers from storage repositories for file retrieval into real-time token generation factories, and the emergence of Agents has enabled token-based tiered pricing: from free to paid to professional-grade, similar to the iPhone's multi-tier product line. He asserts that charging $1000 for every million tokens is "not a question of whether, just a question of when".

Based on this logic, he believes NVIDIA could become a $30 trillion annual revenue company "very soon", as the proportion of the global GDP used for computation is expected to be 100 times higher than in the past, NVIDIA's supply chain burden is shared among 200 partners, and there are no physical-scale bottlenecks.