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Nvidia CEO Jensen Huang repeatedly referred to the open-source AI Agent platform OpenClaw as the "iPhone of tokens" in the same podcast episode, arguing that its significance to Agent systems is equivalent to ChatGPT's significance to generative AI, making it "the fastest-growing application in history."
Huang proposed an economic model centered on tokens. He believes AI has transformed computers from storage repositories for file retrieval into factories for real-time token generation, and the emergence of Agents has enabled tokens to be tiered in pricing: from free to paid to professional-grade, similar to iPhone's multi-tier product line. He asserts that charging $1,000 per million tokens is "not a matter of if, but when."
Based on this logic, he believes Nvidia becoming a company with annual revenues of $3 trillion "is completely possible in the near term," because the proportion of global GDP spent on computing will be 100 times higher than in the past, and Nvidia's supply chain burden is shared by 200 partners, with no physical-layer scalability bottleneck. #Gate13周年全球庆典