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Jensen Huang has once again presented an intriguing vision. In a recent podcast statement, NVIDIA's CEO repeatedly called OpenClaw the "iPhone of tokens" and claimed that its importance is on par with ChatGPT.
What’s interesting is the token-centric economic model he advocates. The idea that, with the evolution of AI, computers are no longer just storage for file searches but have transformed into factories that generate tokens in real time. With the advent of the agent era, token pricing can now be layered, allowing for a tiered structure from free versions to paid and professional-grade options, much like an iPhone product lineup.
According to Jensen Huang, a billing model of $1,000 per million tokens is not a question of if it will happen, but when. Pushing this logic further, it suggests that NVIDIA could become a $3 trillion annual revenue company in the near future.
Furthermore, he predicts that the proportion of global GDP dedicated to computing will increase by a factor of 100 compared to the past. He also states that the supply chain burden will be distributed among 200 partners, eliminating physical bottlenecks. Huang’s perspective hints at how rapidly the demand for AI and computational resources will expand, giving a sense of the scale involved.