Nvidia has an OpenClaw strategy. Do you?

Nvidia has an OpenClaw strategy. Do you?

From Equity by TechCrunch, Rebecca Bellan, Kirsten Korosec, Anthony Ha, Sean O'Kane, Theresa Loconsolo

March 20, 2026 · 38 min

About this episode

The episode discusses Nvidia's keynote at GTC, its OpenClaw strategy, and various tech headlines including partnerships and valuations in the AI sector.

Jensen Huang took the stage at Nvidia's GTC conference this week in his signature leather jacket to deliver a two-and-a-half-hour keynote, projecting $1 trillion in AI chip sales through 2027, declaring that every company needs an “OpenClaw strategy,” and closing with a rambling Olaf robot that had to get its mic cut. The message was hard to miss: Nvidia wants to be foundational to everything, from AI training to autonomous vehicles to Disney parks. On this episode of TechCrunch's Equity podcast, Kirsten Korosec, Anthony Ha, and Sean O'Kane break down what Nvidia's growing web of AI infrastructure partnerships actually means for startups, and more of the week's headlines. Listen to the full episode to hear about: Travis Kalanick’s return building a "wheelbase for robots" with his new startup Atoms, and the crew has questions about Kalanick’s acquisitions along the way Rivian’s partnership with Uber to build robotaxi versions of its R2 in a deal worth up to $1.25 billion, while pushing back its EBITDA target to do it Frore landing a $1.64 billion valuation for its AI chip cooling systems xAI rebooting, again, with only two of its original eleven co-founders still standing Garry…

People in this episode

Hosts: Kirsten Korosec, Anthony Ha, Sean O'Kane

Topics covered

  • Nvidia
  • AI chip sales
  • OpenClaw strategy
  • AI infrastructure partnerships
  • Travis Kalanick
  • robotaxi
  • Rivian
  • Frore
  • xAI
  • Garry Tan

Keywords

  • GTC conference
  • autonomous vehicles
  • Disney parks
  • robotics
  • startups

Mentioned in this episode

Products: Olaf, R2, xAI, Frore, Nvidia, Atoms, Rivian, Claude Code

More episodes of Equity

Explore listener stats, chart rankings, contacts and more on the Equity podcast page.