OpenClaw热潮持续发酵之际，芯片巨头英伟达"紧跟潮流"。 据媒体报道，英伟达正计划推出一款类OpenClaw式的AI智能体开源平台NemoClaw。 不过市场对此反应平淡，周二美股夜盘，英伟达股价微跌0.35%，报182.01美元。 类OpenClaw式平台 此次英伟达被曝推出NemoClaw新平台，恰逢其筹备GTC大会的关键节点。 市场预计，网络技术将仍是本次大会的核心议题。 长期以来，英伟达的软件战略高度依赖专有CUDA平台，将开发者牢牢锁定在自身GPU生态，构筑起坚 固的"护城河"。 而此次推出开源的NemoClaw，意味着英伟达打破原有封闭模式，转向以开源生态吸引更广泛的企业客 户。 据媒体披露，NemoClaw的核心目标是帮助企业快速部署AI智能体，替代员工处理各类繁琐工作任务， 同时，英伟达还计划在该平台中集成安全与隐私保护工具。 知情人士称，NemoClaw已开始向企业级软件公司推介，无论企业自身产品是否基于英伟达芯片运行， 均可接入该平台。 据悉，GTC会议召开前，英伟达已接洽Salesforce、思科、谷歌、奥多比及飞塔信息等多家企业，旨在 为这款智能体平台缔结合作关系。 不过，尚不清 ...

消息方面，3月9日，据知情人士透露，英伟达已开始向企业软件公司推介该产品，内部称 为"NemoClaw"，英伟达计划在下周于圣何塞举行的年度开发者大会前后正式亮相这一产品。该平台旨 在允许企业将AI智能体部署于自身工作流程，代替员工执行具体任务。长期以来，英伟达的软件战略 高度依赖其专有的CUDA平台。这一系统将开发者深度绑定于英伟达GPU生态，构成公司核心竞争壁 垒。此次向开源平台的延伸，意味着英伟达正寻求以软件生态吸引更广泛的企业客户，而不仅仅依赖硬 件锁定。 万联证券分析认为，OpenClaw近期的爆火反映了市场对"主动自动化"Agent的关注和需求，伴随Agent 性能的提升算力需求也将持续保持高景气度。同时随着AI应用的落地，数据隐私安全的防护能力也需 提升，人工智能治理产业有望加速构建。 3月10日午后，A股软件赛道逆势拉升。截至14点05分，创业板软件ETF华夏（159256）涨1.22%，持仓 股信息发展涨超17%，广立微涨超4%，昆仑万维、顺网科技、彩讯股份等个股涨幅居前。场内交投活 跃，创业板软件ETF华夏（159256）盘中成交额超1亿，在同指数标的中排名第一。 在AI产业链中，软件行业 ...

Group 1 - The core viewpoint of the news highlights the strong performance of the Huaxia Sci-Tech AI ETF (589010), which has seen a price increase of 2.444% from the opening price, with 27 out of 30 tracked stocks rising, indicating a general recovery in the sector [1] - The ETF's trading volume reached 66.33 million yuan, with a turnover rate of 2.79%, reflecting stable liquidity and active trading conditions [1] - The ETF has experienced a net inflow of funds for two consecutive days, with a net inflow of 13 million yuan yesterday, suggesting increasing investor interest and a potential opening for medium to long-term allocations [1] Group 2 - Huafu Securities expresses optimism regarding the acceleration of AI Agents, particularly represented by OpenClaw, driven by the marketing of domestic AI models and the promotion of OpenClaw, which enhances the synergy between cloud and edge computing [2] - The demand for AI Agents is expected to grow as hardware carriers like AI glasses and embodied intelligent robots emerge, indicating that the practical utility of AI Agents will continue to improve [2] - The Huaxia Sci-Tech AI ETF (589010) closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support [2]

Core Insights - Nvidia is set to launch an open-source platform for AI agents named 'NemoClaw' to capitalize on the increasing demand for AI tools [1] - The company is actively seeking partnerships with major enterprise software firms such as Salesforce, Cisco, Google, Adobe, and CrowdStrike [2] - The platform is designed to allow companies to deploy AI agents for various tasks, incorporating security and privacy features [3] Partnerships and Collaborations - Nvidia has begun pitching the NemoClaw platform to potential partners, although no official partnerships have been confirmed yet [2][3] - Partners are expected to receive free access to the platform in exchange for contributions to its development [3] Platform Features and Capabilities - The NemoClaw platform will enable companies to utilize AI agents regardless of whether their products are based on Nvidia's chips [4] - Nvidia is focusing on AI agents as the industry shifts from large language models to specialized tools capable of independent reasoning and multi-step task execution [4] - The company has recently released foundational models for AI agents, including Nemotron and Cosmos [4] Expansion of Existing Platforms - Nvidia is enhancing its 'NeMo' platform, which supports clients in managing the entire lifecycle of AI agents, from data curation to optimization [5] - The rise of "claws," or open-source AI tools that operate locally on user machines, is influencing Nvidia's strategy in the AI agent space [5] Industry Context and Competition - The AI agent concept gained traction with OpenClaw, which was acquired by OpenAI earlier this year, highlighting the competitive landscape [6] - Security risks associated with nascent AI tools have been raised, particularly concerning enterprise customers targeted by Nvidia [6] Upcoming Events - Nvidia is preparing for its annual developer conference in San Jose, where it is expected to announce new hardware and software developments [7]

英伟达正计划推出一款面向企业的开源AI智能体平台，此举标志着这家芯片巨头在软件战略上迈出重要 一步。 3月9日，据知情人士向《连线》（WIRED）透露， 英伟达已开始向企业软件公司推介该产品，内部称 为"NemoClaw"。 该平台旨在允许企业将AI智能体部署于自身工作流程，代替员工执行具体任务。 值 得关注的是，无论客户产品是否运行于英伟达芯片之上，均可接入该平台。 英伟达计划在下周于圣何塞举行的年度开发者大会前后正式亮相这一产品。 据上述报道，公司已就该平台的合作事宜接触Salesforce、Cisco、Google、Adobe及CrowdStrike 等企业。 目前尚不清楚上述接触是否已形成正式合作协议。由于平台采用开源模式，报道称，合作方 可能以贡献代码换取免费的早期使用权限。英伟达还计划在该平台中内置安全与隐私工具。 NemoClaw的推出，背景是AI"爪式"（Claw）工具在业界的兴起。这类工具以开源形式在用户本地设备 上运行，可自主执行连续性任务，并被描述为具备自我学习能力。 今年早些时候，一款名为OpenClaw的AI智能体——最初名为Clawdbot，后改名Moltbot——因能在个人 电脑 ...

英伟达(NVDA.O)正计划推出一个用于AI代理的开源平台，这一举措正值英伟达准备在下周于圣何塞举 行年度开发者大会之际。 上个月，《华尔街日报》报道称，英伟达还计划在开发者大会上公布一套用于推理计算的新芯片系统。 该系统将整合由初创公司Groq设计的一款芯片。英伟达在去年年底与Groq达成了一项价值数十亿美元 的授权协议。 开源代理平台NemoClaw瞄准企业软件生态 英伟达对AI代理的兴趣，正值人们开始拥抱"claws"——一种可以在用户本地机器上运行并执行连续任 务的开源AI工具。 claws通常被描述为具有自我学习能力，即它们会随着时间推移自动改进。今年早些时候，一个名为 OpenClaw的AI代理——最初叫Clawdbot，后来改名为Moltbot——因能够在个人电脑上自主运行并为用 户完成工作任务而在硅谷引发关注。OpenAI最终收购了该项目，并聘用了其创作者。 近年来，OpenAI和Anthropic在模型可靠性方面取得了显著改进，但它们的聊天机器人仍然需要大量人 工引导。相比之下，专门构建的AI代理或claws则被设计为能够在较少人工监督的情况下执行多个步 骤。 在企业环境中使用claws仍然 ...

Group 1 - The core viewpoint of the articles highlights the significant growth and investment opportunities in the semiconductor sector, driven by the performance of related ETFs and the introduction of innovative AI technologies [1][2] Group 2 - The Kexin Semiconductor ETF (588170) saw a 2.23% increase, while the Semiconductor Equipment ETF Huaxia (562590) rose by 2.32% [1] - Notable individual stocks included Huahai Chengke, which increased by 6.29%, and Oulai New Materials, which rose by 6.15% [1] - The Kexin Semiconductor ETF experienced a turnover of 3% with a transaction volume of 261 million yuan, while the Semiconductor Equipment ETF Huaxia had a turnover of 3.06% and a transaction volume of 82.41 million yuan [1] - Over the past two weeks, the Kexin Semiconductor ETF's scale increased by 268 million yuan, leading its peers, while the Semiconductor Equipment ETF Huaxia saw a growth of 10.146 million yuan in the past week [1] - The Kexin Semiconductor ETF recorded a net inflow of 224 million yuan over three days, with a peak single-day inflow of 134 million yuan, averaging 7.451 million yuan daily [1] - The Semiconductor Equipment ETF Huaxia had a net inflow of 207 million yuan over five days, with a peak single-day inflow of 127 million yuan, averaging 4.137 million yuan daily [1] Group 3 - Nvidia plans to launch an open-source AI platform named NemoClaw, aimed at enabling companies to deploy AI agents in their workflows to replace employees in specific tasks [1] - OpenClaw has sparked a phenomenon in China, with major tech companies like Alibaba, ByteDance, and Xiaomi launching similar products, enhancing the AI industry's growth [2] - The emergence of such products is expected to boost the demand for domestic large models, promoting a positive cycle in AI accessibility and performance [2] Group 4 - The Kexin Semiconductor ETF tracks the only semiconductor equipment theme index on the Sci-Tech Innovation Board, with advanced packaging content being the highest in the market at approximately 50% [2] - The Semiconductor Equipment ETF Huaxia tracks the CSI Semiconductor Materials and Equipment Theme Index, with semiconductor equipment content being the highest in the market at around 63%, benefiting from the global chip price surge [2]

JUST IN: Nvidia $NVDA reportedly plans to launch an open-source AI agent platform called "NemoClaw." ...

由于平台采用开源模式，报道称，合作方可能以贡献代码换取免费的早期使用权限。英伟达还计划在该平台中内置安全与隐私工具。 NemoClaw的推出背景，是"Claw类"智能体工具的兴起，这类工具以开源形式在用户本地设备上运行，可自主执行连续性任务，甚至具备 自我学习能力。 其中最早问世、最火爆的莫过于 OpenClaw 。 在3月6日的摩根士丹利科技大会上， 黄仁勋高度评价OpenClaw，称其为"这个时代最重要的软件发布" 。 他强调，Linux操作系统，那个花了整整三十年时间，才渗透进全球服务器、手机和超级计算机底层的基础设施，其达到的普及规模， OpenClaw只用了三周就完成了超越。在代码托管平台GitHub上，OpenClaw的星标数在短时间内突破25万，不仅超越了Linux内核，甚至 终结了前端框架React长期以来的霸主地位，成为史上最受欢迎的开源基础软件项目。 当地时间3月9日，据媒体报道，知情人士透露， 英伟达计划推出一个名为NemoClaw的AI智能体开源平台 ，该平台旨在允许企业将AI智能 体部署于自身工作流程，代替员工执行具体任务。 消息人士表示， 无论这些公司的产品是否运行在英伟达的芯片上 ...

🚨 JUST IN: Nvidia is planning to launch an open-source AI agent platform called NemoClaw, allowing enterprises to deploy AI agents for their workforces, per WIRED. https://t.co/4MtaoiRZHj ...