Jensen Huang says AI agents could drive a 5-10x computing boom: “100 billion agents and billions of robots”

Jensen Huang said AI agents and robots could drive a major surge in computing demand over the next decade.

He expects autonomous software and always-on physical machines to become the main sources of future demand.

Nvidia announced large-scale partnerships with SK Group, SK Hynix, SK Telecom, and Naver to expand memory and data center infrastructure.

The comments point to a shift from human-centered computing to machine-driven workloads that could reshape chips, memory, power, and data centers worldwide.