ChainThink report, March 24: According to reports, NVIDIA CEO Jensen Huang referred to the open-source AI Agent platform OpenClaw as the "iPhone of tokens" during a podcast, stating that its significance for Agent systems is equivalent to ChatGPT's impact on generative AI, calling it the "fastest-growing application in history."

Huang proposed an economic model centered around tokens. He emphasized that AI has transformed computers from static repositories for file retrieval into real-time token generation factories, and the emergence of Agents has introduced tiered pricing for tokens—ranging from free to premium to enterprise-grade—mirroring Apple’s multi-tier product lineup. He asserted that charging $1,000 per million tokens is not a matter of "if," but only a matter of "when."

Based on this logic, Huang believes it is entirely plausible for NVIDIA to reach annual revenue of $3 trillion in the near term. The rationale is that the share of global GDP allocated to computation will increase by 100x compared to historical levels, and NVIDIA’s supply chain is shared across 200 partners, eliminating physical scalability bottlenecks.