Over the years, smart investors have learned to pay close attention when Nvidia company (NVDA) CEO Jensen Huang steps onto the stage.
Much like Steve Jobs in his prime Apple Inc (Apple), Huang has the rare ability to see where technology is headed and explain it in a way that captures the market’s imagination.
And investors who listened – and put themselves in early positions – made fortunes.
That’s why I’m surprised that one of Huang’s most notable comments at NVIDIA’s recent GTC conference hasn’t received more attention.
In fairness, timing helps explain this. Rising tensions in the Middle East have dominated news headlines, especially between the United States and Iran.
But I don’t think investors can afford to miss what Hwang said.
Because when he describes a new software release as “probably the most important software release, you know, probably ever,” we should all take notice.
He wasn’t talking about a better chatbot.
He was referring to what I believe is the next major phase of the AI revolution.
I’m talking about him Artificial intelligence agents.
per day Market 360I want to explain what AI agents really are, how they appeared so quickly and why they could become much more disruptive than the first phase of the AI boom. Next, we’ll wrap things up by discussing how you can position yourself to make a profit.
From Chatbots to Agents
Most people still think of AI as a tool for generating answers. You are asking a question. He responds. Maybe you’re writing an email, summarizing a document, creating an image, or helping you clean up a bit of code.
This is the version of AI that most people are familiar with.
But that’s not where this story ends.
The next phase of AI is about agents.
An AI agent is not just a chatbot that gives you an answer. It is a system that can actually perform tasks. Can follow instructions, handle multi-step tasks, solve problems, write code and test results, and continue working toward the goal.
This is a very big leap.
This means that AI is moving beyond conversation to action.
This is not a distant concept that belongs in a science fiction scenario. Anthropic publicly rolled out the “Use PC” capability in October 2024, allowing Claude to move the cursor, click on-screen locations, and type in apps. Then, in July 2025, OpenAI introduced the ChatGPT agent, saying it could “think and act” by choosing from a skill set and using its computer to complete tasks.
In other words, the foundation has already been laid.
The era of chatbots has taught millions of people how to interact with artificial intelligence through prompts. Then developers started giving these systems tools. Access browsers, files, programs, and workflows. Once this happened, it was only a matter of time before AI moved from answering questions to actually doing the work.
This is the place OpenClaw enters the picture.
Why OpenClaw changes everything
See, OpenClaw is what Jensen Huang specifically pointed out at the GTC conference. This has been all the rage in Silicon Valley, yet I bet nine out of 10 people on the street have no idea about it.
Quite simply, OpenClaw is an open source project created by Austrian developer Peter Steinberger. It went viral early this year with a simple but powerful idea: This was it Artificial intelligence that actually does things.
It can write code, manage the calendar, book flights, handle online tasks, and work across other systems on the user’s behalf. Think of it like having a digital employee or personal assistant.
The project was an immediate success. In fact, it’s been so popular among developers that it’s racked up over 150,000 stars on GitHub in 72 hours.
You can see why Huang was so surprised by that. In fact, NVIDIA recently announced that it will launch a product called NemoClaw that will add guardrails to OpenClaw and related open source AI clients to make them safe for commercial use.
For many years, the AI story has been dominated by models that talk better, search better, and produce better.
useful? definitely. revolutionary? In many ways, yes.
But agents are different. Agents don’t just look smart. It can become economically beneficial.
A chatbot can help you draft a memo. The agent can collect research, organize notes, draft the first version, schedule a follow-up meeting, pull relevant files, and continue refining the work until it is completed.
Quite simply, a chatbot may help you think, but an agent can help you execute.
Once AI starts doing real work, the effects will spread far beyond Silicon Valley.
Think about what this means for the small business owner. The agent can handle customer follow-ups, scheduling appointments, updating records, preparing invoices, and tracking supplies.
Or what it means for the family. It can help pay bills, organize travel, manage schedules, renew subscriptions, and stay on top of all the little time-consuming digital tasks.
Think about what that means within a large company. Agents can support legal teams, finance departments, software engineers, sales staff, call centers and back office operations. They can work around the clock. They can eventually work in teams. They can allow a single skilled employee to become dramatically more productive.
In short, once AI agents are generalized, We’re basically talking about a complete productivity boom on a scale we’ve never seen before.
How to benefit from AI reset
The first wave of artificial intelligence has changed the way we access information.
This coming wave could change the way work gets done.
It seems that hardly a week goes by now without another reminder that the market is starting to understand this.
In February, concerns about Anthropic’s Claude Cowork and related AI automation tools helped spark a widespread software sell-off.
Bloomberg reported a $285 billion loss across software, financial services and asset management stocks after Anthropic released new automation capabilities, while Fast Company said Claude Cowork updates threaten to replace software tools already built into professional workflows.
Now, some of the stocks affected by that initial panic have recovered. Some didn’t.
But the point is that this is just a preview of things to come.
This is important because the first phase of the AI boom rewarded almost any company with a halfway believable AI story.
And for a while, it worked.
But I don’t think that will be good enough at this next stage. Because once AI starts doing real work, investors will start asking tougher questions, such as:
- Who really benefits when AI agents become more capable?
- Who has the computing power, infrastructure, and business model needed to thrive as AI moves beyond conversation to implementation?
- And just as importantly, which companies are still living off yesterday’s AI story?
This is where this story gets interesting.
Some companies will adapt beautifully and become more valuable.
On this side of the equation, I’m looking specifically at the chips, platforms, and infrastructure that make the entire agent economy possible.
But other programs will be detected, such as some old software names, for example.
That’s why I’ve been paying close attention to this story — and it’s one of the reasons I recently released a new presentation on what I call Reset AI.
Because if Jensen Huang is right, and AI agents are indeed the next major phase of the AI revolution, then the biggest winners in the next cycle may not be the names most investors expect.
And some stocks that seem perfectly safe today may not be nearly as safe as Wall Street assumes.
If you want to see where this is going, and how I recommend positioning before the public is fully aware, I encourage you to Watch my latest show now.
sincerely,
Louis Navellier
editor, Market 360
The Editor hereby discloses that as of the date of this email, the Editor owns, directly or indirectly, the following securities that are the subject of the commentary, analysis, opinions, advice, or recommendations contained in the article described below, or otherwise mentioned:
Nvidia company (NVDA)
