Jensen Is Right — Every Company Needs an OpenClaw Strategy. Here's What He Didn't Say.

Last week at GTC 2026, Jensen Huang did something extraordinary. He didn't just talk about GPU clusters or inference benchmarks. He pointed at the future: autonomous AI agents as the fundamental unit of enterprise software. OpenClaw - the open-source agent OS spearheaded by Peter Steinberger - got a full-stage endorsement. NemoClaw, Nvidia's network guardrail and privacy router, debuted alongside it. The message was unmistakable: The agent economy is no longer theoretical. It's infrastructure. I agree with Jensen. But he left something out.