NVIDIA to Launch an AI Agent Platform with NemoClaw. Software Stocks Plummet. Three Beneficiaries!
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After a phase of recovery, new pressure is mounting on software stocks. Titles like HubSpot, Asana, Atlassian, and Servicenow are losing significantly more than 5%. NVIDIA is preparing to launch an open-source AI agent platform called NemoClaw, aimed at companies for enterprise software. AI agents can be employed for internal tasks. This will intensify competition. Who will benefit? We are entering the era of AI agents and, in a few years, also of superintelligence. The demand for computing power is growing exponentially. The hyperscalers with...
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