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Nvidia Launches NemoClaw as Jensen Huang Hails OpenClaw, Lifting China AI Shares

Nvidia is positioning agentic AI for businesses with a security‑focused stack that tackles the core challenge of controlling high‑privilege software agents.

Overview

  • At GTC 2026, Nvidia introduced NemoClaw, an enterprise stack that installs with a single command and adds the OpenShell security runtime to enforce policy boundaries for AI agents.
  • NemoClaw includes a privacy router that can route tasks between local Nemotron models and cloud models for sensitive or more compute‑intensive work.
  • Jensen Huang called OpenClaw “definitely the next ChatGPT” in a CNBC interview, and Hong Kong‑listed AI names tied to agentic tools jumped, with MiniMax up about 22% and Zhipu up roughly 14%.
  • Nvidia said it built NemoClaw in collaboration with OpenClaw creator Peter Steinberger, who now works at OpenAI and continues to maintain the open‑source project.
  • China is driving mass adoption with tech giants hosting installation events and local subsidies, even as authorities warn agencies and sensitive sectors to curb use over security and data‑risk concerns.