Jensen Huang named OpenClaw the most important software release ever. That claim alone demands scrutiny, but the adoption numbers behind it are harder to dismiss: Chinese founders and cloud providers are already spinning up hosted instances and shipping agentic applications, signaling that the agent arms race has left the lab and entered production.
OpenAI and Anthropic are approaching tens of billions in ARR, a revenue trajectory that reframes the competitive stakes. Google is not standing still, pushing Gemini-powered video overviews that combine imagery, audio, and narration into a new content format. These are not roadmap slides. They are live products with live revenue.
The piece is worth reading in full for the mechanics behind OpenClaw's adoption curve and the specific moves Chinese cloud providers are making, details that reveal where the infrastructure layer of the agent economy is actually being built.
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