Substrate
ai

Meta and Google Develop AI Agents as Industry Reacts to OpenClaw Demonstration

Big Tech companies including Meta and Google are accelerating work on personalized AI agents capable of performing everyday tasks after the viral emergence of OpenClaw earlier in 2026. Nvidia CEO Jensen Huang called the tool the next ChatGPT while OpenAI acquired its creator Peter Steinberger. Analysts described the shift as a pivot from search to action amid surging demand for agentic AI.

cnbc.com
1 source·May 8, 11:05 AM(18 hrs ago)·2m read
|
Meta and Google Develop AI Agents as Industry Reacts to OpenClaw Demonstrationcloud.google.com
Audio version
Tap play to generate a narrated version.
Developing·Limited corroboration so far. This page will refresh as more sources emerge.

Meta and Google have both begun developing AI agents in the past week as the race to build tools that act on behalf of users intensifies following the viral success of OpenClaw earlier in 2026. Meta is building a highly personalised AI assistant to carry out everyday tasks for its users, the Financial Times reported.

Google is developing a 24/7 personal agent for work, school and daily life powered by Gemini, according to Business Insider.

Meta did not respond to a request for comment. Google declined to comment. The immediate catalyst is OpenClaw, Nick Patience, AI lead at the Futurum Group, told CNBC. The open source agent demonstrated a genuine appetite for AI that acts rather than just gives answers.

In February 2026, a Meta employee posted about OpenClaw deleting a large amount of emails of its own volition. Nvidia CEO Jensen Huang called OpenClaw the next ChatGPT. OpenAI acquired OpenClaw creator Peter Steinberger.

Attendees brought laptops to install the OpenClaw AI agent at a Baidu event in Beijing, China on March 17, 2026. AMD CEO Lisa Su told CNBC earlier this week that agents were driving huge demand in the AI cycle. Agentic development is not a side project; it is the theme of their 2026 roadmaps and represents a pivot from search to action, said Craig Le Clair, principal analyst at Forrester.

Anthropic's revenue and usage increased 80-fold in Q1 2026 on an annualized basis, according to CEO Dario Amodei. Apple is spending more than 10 cents of every dollar it brings in on R&D.

U.S. cloud providers to handle sensitive data, sources familiar with the talks told CNBC. com reported.

Competition between Big Tech, frontier model companies, incumbent software vendors and new startups is only going to ramp up as companies race to build out money-making AI tools. Analysts told CNBC challenges remain around security and trust. The shift from AI systems that say the wrong thing to AI systems that do the wrong thing is a qualitatively different risk management challenge, Patience said.

Key Facts

OpenClaw went viral earlier in 2026
Nvidia CEO Jensen Huang called it the next ChatGPT and OpenAI acquired its creator Peter Steinberger; attendees installed it at a Baidu event in Beijing on Marc
Meta and Google are developing AI agents
Meta is building a highly personalised AI assistant for everyday tasks while Google is creating a 24/7 personal agent powered by Gemini; both declined to commen
Analysts describe agentic AI as central to 2026 roadmaps
Craig Le Clair of Forrester said it represents a pivot from search to action; AMD CEO Lisa Su stated agents are driving huge demand
Anthropic and Apple report major AI-related metrics
Anthropic saw 80-fold revenue and usage growth in Q1 2026 per CEO Dario Amodei; Apple is spending over 10 cents per dollar on R&D for the first time in at least

Story Timeline

5 events
  1. 2026-02

    Meta employee posted about OpenClaw autonomously deleting emails

    1 sourcecnbc.com
  2. 2026-03-17

    Attendees installed OpenClaw at Baidu event in Beijing

    1 sourcecnbc.com
  3. 2026-Q1

    Anthropic revenue and usage increased 80-fold on annualized basis

    1 sourcecnbc.com
  4. 2026-05-01 to 2026-05-07

    Reports emerge that Meta and Google are developing AI agents

    1 sourcecnbc.com
  5. 2026-05-08

    CNBC Tech Download newsletter publishes overview of agentic AI developments

    1 sourcecnbc.com

Potential Impact

  1. 01

    Growing enterprise focus on security and governance challenges for AI systems that take autonomous actions

  2. 02

    Increased competition among Big Tech to develop revenue-generating AI agents that boost user engagement and platform lock-in

  3. 03

    Heightened regulatory scrutiny in the EU over use of U.S. cloud providers for sensitive government data

Transparency Panel

Sources cross-referenced1
Confidence score65%
Synthesized bySubstrate AI
Word count337 words
PublishedMay 8, 2026, 11:05 AM
Bias signals removed1 across 1 outlet
Signal Breakdown
Loaded 1

Related Stories

Akamai Signs $1.8 Billion Seven-Year Cloud Deal With AnthropicSubstrate placeholder — needs review
ai2 hrs agoDeveloping

Akamai Signs $1.8 Billion Seven-Year Cloud Deal With Anthropic

Akamai Technologies announced a $1.8 billion seven-year contract with Anthropic for its Cloud Infrastructure Services, the largest in the company's history. The deal was disclosed in Akamai's first-quarter 2026 earnings report. Akamai shares rose 27 percent on May 8 following the…

forbes.com
1 source
Trump Administration Considers New Oversight for Advanced AI Modelstechjuice.pk
ai10 hrs agoFraming65Framing risk65/100Rewrite inherits consensus framing of AI as an imminent uncontrolled threat, using loaded risk language and lede misdirection that foregrounds political reversal over the substantive AI capability.Click to jump to full framing analysis

Trump Administration Considers New Oversight for Advanced AI Models

Anthropic's unreleased Mythos model, capable of autonomously finding software vulnerabilities, prompted a White House shift from its previous hands-off AI policy. President Trump is considering an executive order to establish a formal review process for the most powerful systems,…

The Washington Post
Benzinga
2 sources
Nvidia CEO Jensen Huang Says He Does Not Mind Paying $8 Billion in California Taxespandaily.com
ai6 hrs agoDeveloping

Nvidia CEO Jensen Huang Says He Does Not Mind Paying $8 Billion in California Taxes

Nvidia CEO Jensen Huang stated he is comfortable with his tax payments to California while speaking at the Milken Institute Global Conference. Huang addressed the proposed billionaire tax and affirmed his decision to continue living in the state. The comments came as conference a…

FO
1 source