Startups

What happened at Nvidia GTC: NemoClaw, Robot Olaf, and a $1 trillion bet

Watch as Equity breaks down Nvidia's GTC keynote from OpenClaw strategies for enterprises to a $1 trillion claim and robot Olaf. Plus Travis Kalanick's complicated comeback and Uber's $1.25B bet on Rivian.

March 20, 2026 · Theresa Loconsolo

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CEO Jensen Huang took the stage at Nvidia’s GTC conference this week in his signature leather jacket to deliver a two-and-a-half-hour keynote, projecting $1 trillion in AI chip sales through 2027, declaring that every company needs an “ OpenClaw strategy,” and closing with a rambling Olaf robot that had to get its mic cut. The message was hard to miss: Nvidia wants to be foundational to everything, from AI training to autonomous vehicles to Disney parks.

On this episode of ’s Equity podcast, Kirsten Korosec, Anthony Ha, and Sean O’Kane break down what Nvidia’s growing web of AI infrastructure partnerships actually means for startups, and discuss more of the week’s headlines.

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