NVIDIA’s AI strategy just got a lot more interesting. CEO Jensen Huang is giving a keynote that could change the shape of AI tools for small business owners — and the reason it matters is a little different than you’d expect.
Here’s the background Pat Miller laid out on today’s Businessing. A month ago, a developer launched Open Claw, a tool that turns Claude into an autonomous agent working around the clock on your desktop, automating almost anything you can do with a computer. It went viral. The developer got so popular that OpenAI hired him.
Now NVIDIA is teasing something called Nemo Claw, their own version of the concept. But here’s what makes this different from just another AI tool announcement.
The Double-Dip
Here’s what makes NVIDIA’s AI strategy unlike any other player in the space — they’re not just building AI, they’re powering everyone else’s AI at the same time. NVIDIA is a chipmaker. They’re not an LLM like ChatGPT or Gemini. They make the chips that run all of those companies. Every major AI model runs on NVIDIA hardware.
If NVIDIA releases Nemo Claw or some other autonomous AI agent, they get to play both sides. They sell the infrastructure to every AI company and then also go direct-to-consumer with their own software layer. As Pat put it, “adding a software layer to their hardware layer where they’re already the kings of the hardware layer.”
That’s significant because it means the company that powers the entire AI industry could also become the company that delivers AI directly to you.
Why This Matters For Small Business Owners
The market has been hungry for someone to take these autonomous AI tools, harden them, and make them accessible to normal people. Open Claw is powerful but hard to install and carries security risks. NVIDIA has the resources and the infrastructure to make something like this mass appeal.
What Pat is watching for: “This could be the agentic autonomous team member we’ve been waiting for, that everyone can use real easy.”
If that happens, it means the barrier to having an AI team member working around the clock drops significantly. For solo operators and small teams, that changes the math on what one person can accomplish in a day.
What To Do Right Now
NVIDIA’s AI strategy is clear — and Pat called it in March. Since then, NVIDIA has partnered with Google, Adobe, CrowdStrike and dozens of enterprise software leaders to deploy NemoClaw across industries. The double-dip is no longer a prediction. It’s happening. The only question now is whether your business is ready.
Listen to the full episode: Businessing with Pat Miller
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