Nvidia CEO Jensen Huang: OpenClaw is the 'iPhone of tokens', company's annual revenue could reach $3 trillion

Nvidia CEO Jensen Huang repeatedly referred to the open-source AI Agent platform OpenClaw as the 'iPhone of tokens' in the 494th episode of the Lex Fridman podcast. He believes its significance to Agent systems is equivalent to ChatGPT's to generative AI, calling it the 'fastest-growing app in history'.

Huang proposed a token-centric economic model: AI has turned computers from file storage warehouses into real-time token generation factories, and the emergence of Agents allows tiered pricing for tokens (from free to paid to professional levels), similar to iPhone's multi-tier product lines. He asserted that charging $1000 per million tokens is 'not a question of if, but when'.

Based on this logic, he thinks Nvidia's annual revenue reaching $3 trillion is 'completely possible in the near future'. The reasons are that the proportion of global GDP spent on computing will be 100 times higher than before, and 200 partners share the supply chain burden, so there is no physical scale bottleneck.