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

According to 1M AI News's monitoring, NVIDIA CEO Jensen Huang repeatedly referred to the open-source AI Agent platform OpenClaw as the "iPhone of tokens" in the same podcast episode, 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 has 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's tiered pricing: from free to paid to professional-grade, similar to iPhone's multi-tier product line. He asserts that charging $1000 for every million tokens is "not a matter of whether, but a matter of when".

Based on this reasoning, he believes that NVIDIA becoming a $30 trillion annual revenue company is "entirely possible in the near future", as the proportion of the global GDP used for computing is projected to be 100 times higher than in the past, NVIDIA's supply chain burden will be shared among 200 partners, and there are no physical-scale bottlenecks.