Jensen: 'AGI already here'
Jensen Huang told Lex Fridman that AGI is "already here," pointing to agentic apps monetizing services and praising the CUDA ecosystem as a competitive moat. The comment reiterates NVIDIA’s narrative on compute as the bottleneck. (x.com)
The full Lex Fridman episode with Jensen Huang (Podcast #494) was published March 23, 2026 and runs roughly three hours, with a complete transcript available on Lex Fridman’s site. (lexfridman.com, Techmeme). At NVIDIA’s GTC keynote on March 16, 2026 Huang introduced NemoClaw, described by the company as an enterprise stack to make the open-source OpenClaw agent framework safer and easier to run in production. (NVIDIA press release). NemoClaw bundles NVIDIA Nemotron models with the new OpenShell runtime, installs “in a single command,” and is designed to run from cloud to on‑prem systems including NVIDIA DGX Station and RTX PCs. (NVIDIA press release; NVIDIA/NemoClaw GitHub). OpenClaw’s upstream project has exploded in community adoption, with some community trackers reporting on the order of 145,000+ GitHub stars and roughly 20,000 forks since its late‑2025 launch. (openclaw-ai.dev). NVIDIA reported record fiscal 2026 revenue of $215.9 billion and a Q4 data‑center haul of $62.3 billion, figures the company has tied to surging demand for AI inference and production deployments. (NVIDIA investor release). At GTC Huang projected about $1 trillion in cumulative demand for Blackwell and Rubin systems through 2027, a revision up from the roughly $500 billion opportunity NVIDIA discussed months earlier. (CNBC; Yahoo Finance). NVIDIA’s NemoClaw repository accumulated visible community traction quickly—its GitHub launched in March 2026 and shows thousands of commits and roughly 15.7k stars on the NVIDIA repo, illustrating the company’s open‑source push around agent tooling. (NVIDIA/NemoClaw GitHub).
