tech

March 21, 2026

Nvidia has an OpenClaw strategy. Do you?

Equity breaks down Nvidia's GTC keynote plus xAI's reboot, Travis Kalanick's complicated comeback, and Uber's $1.25B bet on Rivian.

Nvidia has an OpenClaw strategy. Do you?

TL;DR

  • Nvidia CEO Jensen Huang projected $1 trillion in AI chip sales through 2027 and advocated for an "OpenClaw strategy."
  • The TechCrunch Equity podcast analyzed Nvidia's keynote and its implications for startups.
  • The podcast also covered Travis Kalanick's new startup, Atoms, focusing on robot infrastructure.
  • Rivian is partnering with Uber to build robotaxi versions of its R2 in a deal potentially worth $1.25 billion.
  • Frore secured a $1.64 billion valuation for its AI chip cooling systems.
  • xAI has reportedly rebooted with a significantly reduced founding team.
  • Garry Tan's Claude Code setup at SXSW went viral.

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