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The speed of LLM adoption demands that we check its trajectory from time to time. CEO Jensen Huang, talking at the Nvidia GPU Technology Conference, covered the growth of agentic computing. Over a two-year period, there has been a 10,000-fold increase in compute demand per user, with overall usage increasing 100 times. That’s a lot of tokens, which is why AI still sucks up a lot of investment dollars. As we saw last week, the current star of the agentic world in terms of personal-user popularity is definitely OpenClaw, which appears to deliver on many science-fiction dreams of useful talking computers. So there is no mystery as to why Nvidia backs OpenClaw all the way. It is the most unrestrained form of token use out there. And of course Mr Huang would also encourage companies to adopt an “OpenClaw strategy”. But just like Anthropic, they know they can only embrace the open-source phenomenon while wearing plenty of armour.