A cluster of cryptocurrencies linked to artificial intelligence projects saw significant gains Monday, propelled by Nvidia CEO Jensen Huang’s keynote at the company’s annual GTC conference. Tokens including NEAR, FET, GRASS, and Worldcoin’s WLD each climbed over 10% as Huang outlined Nvidia’s roadmap.

Huang presented a staggering projection: an estimated $1 trillion in global chip demand waiting to be fulfilled through 2027. He emphasized that hyperscale cloud providers now drive the majority of this business. The CEO also spotlighted the swift emergence of "agentic" AI—systems that act autonomously. He specifically commended OpenClaw, a viral open-source project, and noted Nvidia’s work to create NemoClaw, an enterprise version designed with corporate data security in mind.

While cryptocurrency was not a topic of the speech, the market reaction underscores a growing thesis within the blockchain sector. Numerous projects are positioning themselves to provide the decentralized transaction layers or computational networks they believe these future AI agents will require. The movement presents blockchain as a potential counterweight to centralized AI platforms.

Nvidia’s own stock, a barometer for the AI industry, closed about 1.5% higher. The parallel surge in AI-linked digital assets suggests investors are looking beyond chipmakers, betting on a broader, decentralized ecosystem for the next phase of intelligent systems.

Source: CoinDesk