NVIDIA Transitions to AI Operating System with NemoClaw Launch
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 19 2026
0mins
Should l Buy BABA?
Source: CNBC
- Strategic Shift: At the GTC conference, NVIDIA CEO Jensen Huang launched NemoClaw, an open-source, chip-agnostic platform for building and deploying AI agents, marking NVIDIA's transition from a chipmaker to an AI operating system, which is expected to enhance its market competitiveness.
- Market Lock-in: With the launch of NemoClaw, NVIDIA aims to prevent pricing pressure from clients like OpenAI and Anthropic by adopting a 'commoditize the complement' strategy, allowing enterprises to deploy AI agents for free, thereby maintaining control over GPU demand.
- Open Source Risks and Opportunities: The open-source nature of NemoClaw allows enterprises to run the software on local servers, which introduces security risks; however, NVIDIA mitigates these risks by adding security tools and data controls to ensure enterprise user trust.
- Historical Performance and Future Outlook: NVIDIA achieved a 73% revenue growth in the last quarter, with projected revenues nearing $80 billion for the first fiscal quarter, demonstrating its success in market transitions, and investors should monitor enterprise adoption of NemoClaw to assess whether NVIDIA can successfully transition from a chipmaker to an operating system.
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Analyst Views on BABA
Wall Street analysts forecast BABA stock price to rise
15 Analyst Rating
15 Buy
0 Hold
0 Sell
Strong Buy
Current: 123.730
Low
180.00
Averages
203.09
High
230.00
Current: 123.730
Low
180.00
Averages
203.09
High
230.00
About BABA
Alibaba Group Holding Ltd is an investment holding company mainly engaged in the provision of technology infrastructure and marketing platforms. The Company operates its business through four segments. The Alibaba China E-commerce Group segment is mainly engaged in E-commerce business, including operating Tmall Supermarket and Tmall Global, providing customer management services, product sales, as well as logistics services. It also operates quick commerce business such as Taobao Instant Commerce and Ele.me, as well as the China commerce wholesale business through 1688.com. The Alibaba International Digital Commerce Group segment is mainly engaged in international commerce retail and wholesale business, operating platforms such as AliExpress, Trendyol, Lazada and Alibaba.com. The Cloud Intelligence Group segment mainly provides public and non-public cloud services. The Other segments primarily include the operations of Freshippo, Cainiao, Alibaba Health and other business.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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