OpenClaw is Nvidia's secret weapon

While most of the expectations at GTC were around a new chip announcement, Nvidia CEO Jensen Huang's more important strategic pivot is quieter: build NemoClaw, an open, not closed-source system, for AI agents. 'Open' sounds generous, but it's strategic – if every company deploys agents through Nvidia’s platform, no single player gets big enough to dictate pricing or build their own chips. Competition stays fragmented and Nvidia stays in the middle. CNBC's Deirdre Bosa gives her perspective.