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.

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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