The segment of tokens related to artificial intelligence has become a market leader following reports that Nvidia is preparing an open platform for autonomous AI agents. Against this backdrop, the market capitalization of the entire category rose by approximately 4.8% and reached around $14.17 billion.
In comparison, the broader market grew noticeably weaker. This means that investors were not just capitalizing on the overall rise of cryptocurrencies but specifically on the theme of AI infrastructure.
The market quickly reacted to the news.
Large tokens from the AI segment moved more sharply. Among the leaders were Bittensor, NEAR, and Internet Computer. Such a response seems logical. If a major tech player strengthens its bet on autonomous agents and open tools for business, the market begins to look for projects that could benefit from a new wave of demand for AI infrastructure. Simply put, investors are buying not the hype around neural networks again, but the idea of a new applied cycle.
What exactly is Nvidia preparing?
According to sources, the company is working on a platform called NemoClaw. This is a solution designed to help companies launch AI agents for multi-step tasks within a corporate environment.
It is expected that security and data protection tools will be integrated into the product from the start. This is an important detail because the corporate market is currently considered one of the main growth areas for AI.
The Nvidia GTC 2026 conference will take place from March 16 to 19, and among the key topics, the company already highlights agentic AI and the next wave of AI infrastructure. This confirms that the topic of autonomous agents will be at the forefront of the event.
Why did this specifically support the crypto market?
AI tokens have long been traded as proxies for decentralized AI infrastructure. When Nvidia strengthens its focus on open models, agent systems, and corporate software, the market automatically reassesses projects related to computations, distributed networks, data, and machine learning.
This is the reason for the sharp reaction. Investors saw an opportunity for a new influx of interest in crypto projects that can be integrated into a broader AI stack. This does not mean that all such tokens will benefit equally. But the sector has received a strong external catalyst again.
Why did the market choose TAO, NEAR, and ICP?
Market participants usually react to the most liquid and recognizable assets within the theme. Therefore, in the moment, money flows not into the entire sector but into a few of the largest names.
Bittensor is perceived as a bet on a decentralized AI economy. NEAR and Internet Computer are seen as infrastructure projects that can be linked to computations, applications, and a new internet layer for AI services.
That is why the growth has been concentrated. The market did not disperse but chose understandable stories.
What does this say about the sentiments?
For the crypto market, this is another signal that the topic of artificial intelligence has not disappeared. It has simply transitioned from a phase of general noise to a phase of more targeted selection.
If previously money often flowed into any token with an AI prefix, now the reaction seems more selective. Primarily, those assets are growing that investors consider to be infrastructure bets.
This is already a different market. It is less chaotic and more sensitive to news from major tech companies.
What's next?
The main test for AI tokens lies ahead. If at GTC, Nvidia indeed presents a new product for autonomous agents and showcases a strong ecosystem strategy, interest in the sector may persist.
However, if expectations turn out to be overly high, the market will cool down quickly. For such tokens, this is a common story: growth based on expectations often requires confirmation within a few days.
But the growth itself is indicative. It was enough for one piece of news about a new AI product from Nvidia for the segment of tokens for artificial intelligence to once again outpace the broader market.
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