Jensen Huang: Every company needs to develop a "lobster strategy"
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On Monday local time, at the NVIDIA 2026 GTC Conference held in San Jose, CEO Jensen Huang issued a call to global enterprises: Every company needs to develop a “Lobster Strategy.”
"Today, every company in the world needs to develop an OpenClaw strategy, that is, an agentic system strategy. This is the new type of computer."
Jensen Huang gave high praise to this project. He believes OpenClaw "provides the industry with what is most needed at the most appropriate time."
"OpenClaw enables us to create personal agents," Huang said, "Its impact is incredible."
AI's "Windows Moment"
To articulate OpenClaw's commercial potential and position in the industry, Jensen Huang drew an analogy with foundational infrastructures in tech history.
He pointed out that OpenClaw's significance for AI is equivalent to what Windows meant for personal computers. Its industrial influence can even rival the Linux operating system, the Kubernetes cloud project, and HTML.
"It allows the entire industry to seize this open-source stack, and develop applications on this basis to create value," Huang emphasized.
NemoClaw: Addressing Security Pain Points
From the perspective of the enterprise market, the biggest obstacle to deploying open-source AI models is data security. NVIDIA provided a commercial solution at this conference.
Huang admitted that using OpenClaw poses a significant risk—security. To address this, NVIDIA officially launched its own customized version—NemoClaw, allowing users to add privacy and security controls to their AI agents (also called "claws").
"It is equipped with network guardrails and a built-in privacy router. Therefore, we can protect and restrict the ‘claws’ running internally within the company and ensure their security," explained Huang.
Peter Steinberger, the creator of OpenClaw (who has been recruited by OpenAI, but the project remains open source), strongly supported NVIDIA's commercialization attempt in a statement: "With the help of NVIDIA and the broader ecosystem, we are building agents and guardrails to enable anyone to create powerful and secure AI assistants."
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