Key Highlights
- Cryptocurrency tokens focused on artificial intelligence—including NEAR, FET, GRASS, and WLD—surged between 10% and 20% after Nvidia CEO Jensen Huang’s GTC 2025 presentation
- Huang revealed expectations for approximately $1 trillion in accumulated chip demand extending to 2027
- Around 60% of Nvidia’s revenue stream comes from hyperscale cloud computing companies
- The keynote emphasized agentic AI capabilities, showcasing OpenClaw and introducing NemoClaw for enterprise applications
- Nvidia’s stock price increased roughly 1.5% by market close on Monday
At Nvidia’s GTC developer conference on Monday, CEO Jensen Huang presented his roadmap for AI infrastructure evolution, triggering positive momentum in both artificial intelligence-focused digital assets and the company’s equity.
During his presentation, Huang disclosed that the chipmaker anticipates accumulated demand for its products reaching approximately $1 trillion by 2027. He noted that hyperscale cloud infrastructure providers currently represent roughly 60% of Nvidia’s customer base.
The presentation centered heavily on agentic AI—autonomous systems capable of independent decision-making and action. Huang commended the OpenClaw initiative, which has captured developer attention in recent months.
Nvidia unveiled NemoClaw, positioning it as an enterprise-grade iteration of autonomous AI technology. This solution aims to enable businesses to deploy AI agents securely while maintaining data privacy and protecting proprietary information.
Nvidia’s stock experienced an initial spike of approximately 2% during the keynote address. However, the shares moderated through the trading session, finishing the day with gains near 1.5%.
Cryptocurrency Tokens With AI Focus Experience Notable Gains
Throughout the digital asset marketplace, tokens associated with artificial intelligence applications recorded substantial upward movement on Monday.
NEAR, the native asset of an AI-oriented blockchain platform, advanced more than 10% across a 24-hour period. This performance pushed the token to price levels not seen since the final days of January.
FET, the token issued by the Artificial Superintelligence Alliance, spiked as high as 20% intraday before moderating during later trading hours.
Worldcoin’s WLD token appreciated approximately 10%, reaching the $0.40 vicinity. This marked its strongest performance since the beginning of March. The token supports an identity verification project co-created by OpenAI CEO Sam Altman.
Grass, which operates a decentralized platform enabling users to monetize spare internet bandwidth for AI model training purposes, jumped 13% to establish new 2026 peak levels.
Understanding the Crypto Market Response
While Huang’s keynote address made no explicit reference to cryptocurrency or blockchain technology, numerous digital asset projects are developing infrastructure they claim will underpin the forthcoming generation of AI agents.
These initiatives contend that autonomous artificial intelligence systems will require cryptocurrency-based transaction rails to operate and interact without dependence on centralized technology platforms.
Additional projects are constructing decentralized networks dedicated to computing resources, AI model training infrastructure, and agent coordination systems. These ventures position themselves as alternatives to the AI platforms controlled by major technology corporations.
The GTC conference continues throughout the week, featuring additional programming focused on AI hardware innovations and software development.
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