Episode
What NVIDIA’s bet on OpenClaw means for the future of AI and your token budget
Azeem Azhar's Exponential View · Mar 25, 2026 · 37 min
Last week Jensen Huang shared the numbers from NVIDIA’s order book: AI compute demand has grown a millionfold in two years. Much GCT coverage focussed on chips, robots, data centers in space, but I think Jensen revealed something far more important in his keynote: “the inference inflection has arrived,” and this is about to transform how all companies should manage their budgets. The inference…