Nvidia GTC 2025: Huang’s $1 Trillion Chip Forecast Sent These AI Crypto Tokens Soaring

TLDR

• AI-linked crypto tokens NEAR, FET, GRASS, and WLD each gained 10–20% following Nvidia CEO Jensen Huang’s GTC keynote
• Huang projected roughly $1 trillion in chip demand backlog through 2027
• Hyperscale cloud providers account for about 60% of Nvidia’s business
• Huang highlighted agentic AI tools including OpenClaw and an enterprise version called NemoClaw
• Nvidia shares closed up approximately 1.5% on Monday

Nvidia CEO Jensen Huang took the stage at the company’s GTC developer conference on Monday and laid out his vision for the next phase of AI infrastructure. The speech sent both AI-linked cryptocurrencies and Nvidia’s own stock higher.

Huang told attendees that Nvidia expects a chip demand backlog of roughly $1 trillion through 2027. He said hyperscale cloud providers make up about 60% of the company’s current business.

The keynote put a spotlight on agentic AI — systems that can act and make decisions independently. Huang praised the OpenClaw project, which has gained traction among developers in recent weeks.

Nvidia also announced NemoClaw, an enterprise-ready version of the system. The tool is designed to make autonomous AI agents safer for corporate use without exposing sensitive company data.

NVIDIA Corporation, NVDA

Nvidia shares initially jumped about 2% during the keynote. The stock pulled back slightly and ended the day up approximately 1.5%.

AI Crypto Tokens Rally on Huang’s Comments

Across the crypto market, tokens tied to artificial intelligence moved sharply higher on Monday.

NEAR, which powers an AI-focused blockchain, climbed more than 10% over 24 hours. That brought the token to its strongest level since late January.

The Artificial Superintelligence Alliance’s FET token surged as much as 20% during the session before trimming some of those gains later in the day.

Worldcoin’s WLD rose around 10%, trading near $0.40. That was its highest level since early March. WLD is the token for an identity-focused project co-founded by OpenAI CEO Sam Altman.

Grass, a decentralized network that lets users monetize unused internet bandwidth to train AI models, climbed 13% to fresh 2026 highs.

Why Crypto Markets Reacted

Huang did not mention crypto directly in his speech. But a growing number of blockchain projects are building infrastructure they say will support the next wave of AI agents.

These projects argue that autonomous AI systems will need crypto rails to transact and coordinate without relying on centralized platforms.

Others are building decentralized networks for computing power, AI training, and agent infrastructure, pitching them as alternatives to Big Tech’s AI platforms.

The GTC conference runs through the week, with more sessions on AI hardware and software planned.

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