The Morning Download: Nvidia Aims to Bring OpenClaw to the Enterprise

Good morning. Nvidia CEO Jensen Huang captivated audiences for 2+ hours Monday at his annual GTC keynote, where investors were thrilled to hear that Nvidia expects to sell $1 trillion of its Blackwell and Rubin AI chips by the end of 2027. (although fanboys were disappointed by the lack of a t-shirt cannon.)

One of the most compelling pieces of news that crept in was around OpenClaw, the open source agent orchestration platform that went viral in recent weeks.

And business executives that aren’t already thinking about how to utilize it could already be behind, Huang signaled.

“For CEOs, the question is: what is your OpenClaw strategy? Every company in the world today needs to have an OpenClaw strategy. This is the new computer,” Huang said. 

He added, "It’s the most popular open source project in the history of humanity and it did so in just a few weeks," Huang said, extolling the virtues of claws that could build robots, autonomously drive cars, and, critically, sell beer.

But the OpenClaw risks have been vast.

“There’s a lot of stories about people just getting OpenClaw and saying, ‘Hey, here’s my email access,’ right? And then ‘oh, no, it hallucinated and deleted all my emails’ or worse,” CrowdStrike CTO Elia Zaitsev told us Monday. In some cases, claws can even be tricked into giving away a user’s password or credit card details, he said.

Nvidia wants to start bridging that gap with its newly released NemoClaw, a software tool kit designed to help claws run safely in an enterprise context, via a contained virtual environment. Read the full story here.

More highlights from Nvidia’s GTC

Nvidia unveils AI inference server. Nvidia's Groq 3 LPX rack combines 72 next-generation Vera Rubin servers with 256 of Groq's language processing units. "This is the AI future," Huang said. "It's designed for inference — the workload that drives AI factories."

Nvidia in spaaaaace. The company announced its Vera Rubin Space-1 computing platform hosting chips specifically “engineered for size-, weight- and power-constrained environments,” Huang said during his keynote.  Nvidia is also working on a computer for orbital data centers, CNBC reports.

Nvidia goes vroom! Nvidia also announced that Uber will deploy Level 4 autonomous vehicles in Los Angeles and San Francisco by 2027, eventually expanding to 28 cities across four continents, Yahoo Finance reports. Lyft, Bolt, and Grab are also using Nvidia's systems for their self-driving programs.

See the seemingly magical science behind quantum computing. Some subjects almost defy explanation — quantum computing is one of them. We're going to try anyway. Click here to experience a special report from the WSJLI's Isabelle Bousquette, along with the WSJ's Peter Champelli and Annie Ng, on how quantum computing works and why it could upend billion-dollar industries.

OpenAI to 'nail' core business. OpenAI is sharpening its strategy around coding and business productivity, stepping back from a "do everything" approach, the Journal reports. CEO of Applications Fidji Simo last week told employees that leaders including Sam Altman are identifying areas to deprioritize, citing Anthropic's enterprise success as a "wake-up call."

“We really have to nail productivity in general and particularly productivity on the business front,” she said

Current and former employees said that last year’s “do everything” approach, which included Sora and a web browser, sometimes created a lack of focus, and that it was at times difficult to understand OpenAI’s strategic direction. 

Nvidia-backed AI startup plans South Korea data center. Reflection AI, a two-year-old company launched by former researchers at Google’s DeepMind AI lab, is working with Korean conglomerate Shinsegae Group to build a 250 megawatt data center to help develop models customized for Korean language and culture, WSJ reports. The tens of thousands of chips for the data center will come from Nvidia, which is an investor in Reflection.

Foxconn expects AI demand to remain strong. Foxconn reported 24% annual profit growth and expects AI server shipments to grow exponentially in 2026, targeting $280 billion in revenue. The company holds roughly 40% market share in AI server racks.

Alibaba consolidates AI operations. Aiming to capitalize on the growing role of AI agents in digital work, Alibaba has created a new business unit called Token Hub, consolidating all its AI operations under CEO Eddie Wu. The unit brings together its Tongyi research lab, Qwen AI assistant, and enterprise AI arms.

Finance Bros to Tech Bros: Don’t mess with my Bloomberg terminal. A viral claim that AI startup Perplexity has built a $2,400-a-year alternative to the $30,000-a-year Bloomberg terminal has ignited a war between tech evangelists and Wall Street loyalists, the WSJLI's Isabelle Bousquette reports.

Bloomberg devotees, some of whom met their spouses on its chat feature, dismissed the idea as "laughable," while AI advocates say to just wait.

“There’s a definite naiveté,” Tom Fry, who built trading software at Morgan Stanley before co-founding AI startup Agentcy, said about the finance community’s response. “Everything is disruptible.”

Bloomberg has beaten back a long line of competitors since it launched in 1982 to become the de facto leader in the market data space and in recent years has even been embedding its own AI features. 

Amazon launches one-hour and three-hour delivery options in hundreds of U.S. cities. Targeted cities include Los Angeles and Chicago and as well as smaller cities such as Des Moines, Iowa. One-hour delivery costs Prime members $9.99; three-hour costs $4.99. Products include household essentials, health items, and over-the-counter medications.

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President Trump is pressuring allies to help reopen the Strait of Hormuz and relieve pressure on the global economy. So far, most of them aren’t biting. (WSJ)

Israel said it had killed Iranian security chief Ali Larijani, a central figure in Tehran’s aggressive military response to U.S.-Israeli airstrikes, as well as the commander of Iran’s Basij paramilitary force. (WSJ)

The Securities and Exchange Commission is preparing a proposal to eliminate the requirement to report earnings quarterly and instead give companies the option to share results twice a year. (WSJ)

A federal judge on Monday blocked the Trump administration from implementing its pared-down list of recommended childhood vaccines. The new guidelines were part of Health and Human Services Secretary Robert F. Kennedy Jr. overhaul of the country’s immunization policies. (WSJ)