AI-Linked Crypto Tokens Rise After Jensen Huang Pushes Agentic AI at GTC

AI-linked crypto tokens extended gains after NVIDIA chief executive Jensen Huang used his GTC keynote to outline the next phase of AI infrastructure around inference and agentic systems. NEAR rose more than 10% at one stage to around $1.50, while Artificial Superintelligence Alliance’s FET climbed as much as 20% intraday before trimming gains.

GTC Keynote Sparks a Rally in AI-Linked Crypto Tokens

The move followed Huang’s keynote on Monday at Nvidia’s annual GTC developer conference. He used the event to push Nvidia’s next AI buildout around inference and agent-based systems while raising the company’s AI demand outlook through 2027.

The keynote gave traders a new catalyst in a corner of the crypto market that often reacts to major AI industry events. NVIDIA did not announce anything tied to crypto, but the presentation lifted tokens already associated with AI infrastructure, data, and agent coordination. NVIDIA shares also finished the session higher, closing up about 1.7% after rising during the keynote and then easing from the intraday high.

FET and Grass Jump First, With NEAR and WLD Catching Up

FET posted the sharpest move among the larger AI-linked names, rising as much as 20% during the session before giving back part of the gain. Grass also moved strongly higher and remained one of the day’s better performers.

NEAR traded around $1.46 to $1.50 after climbing more than 10% at one point over 24 hours. Worldcoin’s WLD also rose, though the move was smaller than the gains in FET and Grass.

The gains were not evenly spread across every token associated with AI. The strongest reaction stayed concentrated in projects tied to decentralised AI coordination, data, and bandwidth narratives.

Volume Spikes Confirm the AI-Token Rally

The rally came with a clear pickup in activity. FET’s 24-hour trading volume rose to roughly $350 million, more than doubling from the previous day, while NEAR volume climbed above $320 million with a similarly sharp increase.

The volume increase showed the move drew broad participation. Price gains were accompanied by heavier turnover in some of the larger names tied to the AI segment. The broader crypto market was also firmer, though the gains there were less pronounced. Total crypto market capitalisation was up about 1.3% over 24 hours, while Bitcoin traded near $74,000 and Ethereum rose about 3%.

Huang Put Inference and Agents at the Centre of NVIDIA’s Pitch

Huang said Nvidia now sees at least $1 trillion of demand for its AI platforms through 2027. He also used the keynote to push the next phase of AI around inference and agents rather than only training large models.

NVIDIA introduced new enterprise agent tooling during the event as part of that broader push. The comments resonated in crypto because several token projects have spent the past year positioning themselves around AI agents, decentralised data, and related infrastructure.

That kept the market focused on category exposure rather than protocol-specific developments. Tokens rose after the keynote even without project-level announcements from the crypto names involved.

AI-Linked Tokens Outperformed the Broader Market

The gains did not begin from a flat base. Some AI-linked tokens had already been moving higher before the keynote, and GTC added another prompt for traders to stay in the trade.

AI-linked tokens outperformed the broader market on the day, with the strongest gains concentrated in FET and Grass as traders reacted to Nvidia’s agent-focused message.