Jensen Huang: Agentic AI Will Trigger the Largest Transformation in Software Industry History
NVIDIA CEO Jensen Huang attended the ServiceNow Knowledge 2026 conference for the third consecutive year, sharing the stage with ServiceNow CEO Bill McDermott, emphasizing that Agentic AI will bring about the largest transformation in the software industry’s history.
He pointed out that the service industry is 100 times larger than the software industry, and AI is no longer just about thinking but must truly act and execute business tasks. NVIDIA itself has used ServiceNow to reduce the supercomputer configuration process from 5 days to 5 minutes.
Huang stated that the computational demand for Agentic AI has increased by 1000% compared to two years ago, which will fundamentally change sectors like manufacturing and logistics in the real economy.
Source: Public Information
ABAB AI Insight
Jensen Huang has attended the ServiceNow conference for three consecutive years since 2024, previously predicting that Agentic AI is the next paradigm. This emphasis on "action rather than thought" continues his long-term judgment on AI in the physical world. NVIDIA has extensively used ServiceNow to accelerate data center deployments, validating the practical productivity value of Agentic AI.
On the capital path, NVIDIA views Agentic AI as the next growth curve following the Blackwell architecture, expanding AI computational demand from cloud training to enterprise execution through deep collaboration with ServiceNow. ServiceNow, in turn, is commercializing AI governance capabilities through products like AI Control Tower and Action Fabric, forming an enterprise-level closed loop of "NVIDIA computing power + ServiceNow execution."
Similar to the partnership between Salesforce and OpenAI, as well as UiPath's early transition from RPA to AI Agents, the enterprise software industry is at a critical turning point from "generative AI assistance" to "Agentic AI autonomous execution."
Essentially, this is a technological replacement: Agentic AI, through execution engines like Action Fabric and Otto, transforms traditional software from passive tools into proactive digital employees, shifting capital from mere computing power procurement to full-process automation deployment in enterprises. Mechanically, it addresses the risk of loss of control through a strict governance platform (AI Control Tower), accelerating the structural shift of the real economy from labor-intensive to AI-driven factories.
ABAB News · Cognitive Law
The true value of AI is not in thinking for you, but in completing tasks for you. The scale of the service industry is 100 times that of software; whoever first turns AI into capable workers will take the largest share of the cake. When factories become "robot-operated, robot-managed," software will no longer be a tool but the new productivity itself.