--- title: "Jensen Huang: Every company needs to formulate a \"Lobster Strategy\"" type: "News" locale: "en" url: "https://longbridge.com/en/news/279339649.md" description: "Jensen Huang stated that the open-source AI agent OpenClaw will fundamentally change the AI industry just as Windows transformed personal computing, urging every company to develop an \"OpenClaw strategy.\" To address security issues, NVIDIA has launched NemoClaw, which enhances privacy controls" datetime: "2026-03-17T00:06:41.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/279339649.md) - [en](https://longbridge.com/en/news/279339649.md) - [zh-HK](https://longbridge.com/zh-HK/news/279339649.md) --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/279339649.md) | [繁體中文](https://longbridge.com/zh-HK/news/279339649.md) # Jensen Huang: Every company needs to formulate a "Lobster Strategy" On Monday local time, at NVIDIA's 2026 GTC conference held in San Jose, USA, CEO Jensen Huang called on global companies: every company needs to formulate a "Lobster Strategy." > **“Today, every company in the world needs to develop an OpenClaw strategy, which is an agentic system strategy. This is the new computing.”** Jensen Huang gave high praise to the project. He believes that OpenClaw "provides the industry with what it needs most at the most appropriate time." “OpenClaw enables us to create personal agents,” Jensen Huang stated, “its impact is incredible.” ## The "Windows Moment" in AI To explain the commercial potential and industry position of OpenClaw, Jensen Huang compared it to foundational infrastructure in the history of technology. He pointed out that the significance of OpenClaw for AI is equivalent to that of Windows for personal computers. Its industrial impact can even be compared to that of the Linux operating system, Kubernetes cloud projects, and HTML. “It allows the entire industry to seize this open-source stack and develop applications based on it to create value,” Jensen Huang emphasized. ## NemoClaw: Addressing Security Pain Points From the perspective of the enterprise market, the biggest obstacle to deploying open-source AI models is data security. NVIDIA provided a solution for commercialization at this conference. Jensen Huang admitted that there is a significant risk associated with using OpenClaw, namely security. To address this, NVIDIA officially launched its customized version—NemoClaw, which allows users to add privacy and security controls to their AI agents (also known as "claws"). “It has a network fence and built-in privacy routers. Therefore, we can protect and restrict the 'claws' from operating within the company and ensure their security,” Jensen Huang explained. Peter Steinberger, the creator of OpenClaw (who has been poached by OpenAI, but the project remains open-source), supported NVIDIA's commercialization efforts in a statement: “With NVIDIA and the broader ecosystem, we are building agents and fences that allow anyone to create powerful and secure AI assistants.” ### Related Stocks - [NVIDIA Corporation (NVDA.US)](https://longbridge.com/en/quote/NVDA.US.md) - [VanEck Semiconductor ETF (SMH.US)](https://longbridge.com/en/quote/SMH.US.md) - [State StreetSPDRS&PSftwr&SvcsETF (XSW.US)](https://longbridge.com/en/quote/XSW.US.md) - [YieldMax NVDA Option Income Strategy ETF (NVDY.US)](https://longbridge.com/en/quote/NVDY.US.md) - [The Technology Select Sector SPDR® ETF (XLK.US)](https://longbridge.com/en/quote/XLK.US.md) - [iShares Expanded Tech-Software Sect ETF (IGV.US)](https://longbridge.com/en/quote/IGV.US.md) - [GraniteShares 2x Long NVDA Daily ETF (NVDL.US)](https://longbridge.com/en/quote/NVDL.US.md) - [XL2CSOPNVDA (07788.HK)](https://longbridge.com/en/quote/07788.HK.md) - [Direxion Daily Semicondct Bull 3X ETF (SOXL.US)](https://longbridge.com/en/quote/SOXL.US.md) - [iShares Semiconductor ETF (SOXX.US)](https://longbridge.com/en/quote/SOXX.US.md) - [T-REX 2X Long NVIDIA Daily Target ETF (NVDX.US)](https://longbridge.com/en/quote/NVDX.US.md) - [Direxion Daily NVDA Bull 2X Shares (NVDU.US)](https://longbridge.com/en/quote/NVDU.US.md) ## Related News & Research - [How Investors Are Reacting To Cadence Design Systems (CDNS) Deepening NVIDIA Agentic AI Design Partnership](https://longbridge.com/en/news/279409458.md) - [Synopsys Showcases NVIDIA Partnership Impact and Ecosystem Innovation at GTC 2026 | SNPS Stock News](https://longbridge.com/en/news/279319543.md) - [NXP delivers new innovations for advanced physical AI with Nvidia](https://longbridge.com/en/news/279328242.md) - [NVIDIA and Global Industrial Software Giants Bring Design, Engineering and Manufacturing Into the AI Era | NVDA Stock News](https://longbridge.com/en/news/279321742.md) - [NVIDIA Ignites the Next Industrial Revolution in Knowledge Work With Open Agent Development Platform | NVDA Stock News](https://longbridge.com/en/news/279318873.md)