Nvidia has released OpenClaw as an open-source operating system for AI agents, described by CEO Jensen Huang as "the most popular open source project in the history of humanity." The platform serves as a middle management layer for AI tasks, coordinating software agents and returning human-readable results, with a NemoClaw add-on offering privacy and safety controls for autonomous agent deployment.

Baidu has built a family of AI agents nicknamed "lobsters" on the OpenClaw framework, demonstrating trip planning and project assembly capabilities at its Beijing event. This debut has driven enthusiasm among Chinese tech firms, contributing to share gains of up to 22% in recent weeks as multiple companies unveil products leveraging the agent platform.

Elon Musk affirmed that Tesla, SpaceX AI and xAI will continue sourcing Nvidia GPUs at scale for large-scale data center training, despite Tesla's development of its own AI5 edge computing chip for Optimus robots and future robotaxi fleets. Musk noted Nvidia hardware remains crucial for high-performance model training, underscoring Nvidia's central role in the AI ecosystem.