GTC declares 'agentic AI' the battleground
NVIDIA’s GTC pushed agentic AI as the next application layer — shifting buyer focus from building models to operating agent systems at scale, which raises demand for integrated HW+software stacks. Coverage noted this reframing alongside NVIDIA’s recent Blackwell/RTX pushes, making infra and ops tooling central to agent adoption. (hyperight.com) (forbes.com)
NVIDIA’s NemoClaw stack will install NVIDIA Nemotron models plus the newly announced OpenShell runtime with a single command, and supports deployments on NVIDIA RTX PCs, DGX Station, DGX Spark and cloud-to-edge environments. (investor.nvidia.com (investor.nvidia.com)) OpenShell is described by NVIDIA as an open-source runtime that enforces policy-based security, network controls and privacy guardrails for autonomous agents, while NemoClaw adds kernel-level sandboxing and privacy-aware model routing for enterprise rollouts. (venturebeat.com (venturebeat.com)) The Vera Rubin platform unveiled at GTC is a seven‑chip, five‑rack architecture that NVIDIA says scales to 1,152 Rubin GPUs, delivers up to 60 exaflops and provides 10 PB/s of bandwidth in a full POD configuration. (developer.nvidia.com (developer.nvidia.com)) NVIDIA told customers Vera Rubin achieves up to 10x more inference throughput per watt and one‑tenth the cost per token versus recent Blackwell systems, and the company says the design will be offered by major clouds including AWS, Google Cloud, Microsoft Azure and Oracle Cloud Infrastructure. (venturebeat.com (venturebeat.com)) NVIDIA also launched an Agent Toolkit at GTC and named 17 enterprise adopters — including Adobe, Salesforce, SAP, ServiceNow, Siemens, CrowdStrike, Atlassian and Palantir — that will build agentic products on the stack. (venturebeat.com (venturebeat.com)) The surge of OpenClaw — which crossed 250,000 GitHub stars in early March and prompted security scans showing tens of thousands of exposed instances — is cited in NVIDIA and industry coverage as a proximate driver for NemoClaw’s security and governance features. (openclaws.io (openclaws.io)) (CGTN (news.cgtn.com))
