Quo Vadis VC & Tech

Key things: ⸻ OpenClaw, space data centers, and token factories — Jensen Huang delivered a two-hour keynote at GTC 2026 Below is a brief breakdown of the key points: ⸻ ➖ OpenClaw is a “new computer.” Not just a framework, but a new type of operating system. Possibly the most important software release in history. The only issue is security. Nvidia proposes NemoClaw as the solution — an enterprise version of OpenClaw. It includes log auditing, confidential computing (data is encrypted even on the GPU), and agent isolation in sandboxes. It raises the question whether OpenAI, after acquiring OpenClaw, might do something similar 😐 ⸻ ➖ Huang announced Vera Rubin Space-1 — a module for orbital data centers. This means Nvidia is officially entering space, powered by the Rubin architecture (R100), which delivers up to 25x more inference compute vs H100. The main challenge in space is cooling, and Nvidia is already working on solutions. ⸻ ➖ Data centers will soon evolve into AI factories. Instead of just running inference, they will produce tokens. Up to 80% of software could be replaced by AI-generated output. Nvidia is preparing for this with Dynamo OS and DSX: • Dynamo OS: a platform to manage AI factories, dynamically distributing workloads across clusters • DSX: a digital twin service for AI infrastructure, simulating power, cooling, and all system components to optimize performance efficiently ⸻ ➖ In addition, Nvidia announced new hardware (the Vera Rubin GPU) and new software for robotics, which it continues to develop with partners.