Overview: In the past, NVIDIA capitalized on its GPU supremacy to spearhead generative AI innovation. However, it started to face intensifying competition and the looming risk of market saturation, as enterprises remain uncertain about the ROI of large-scale AI infrastructure investments. The ambitious $500-billion “Stargate Project” – championed by Trump and OpenAI – initially seemed like a windfall for NVIDIA’s high-end GPUs. Yet, breakthroughs from DeepSeek challenge this trajectory, proving that cutting-edge AI models can thrive under compute-constrained conditions. NVIDIA now needs a compelling new vision beyond simply pushing the envelope on GPU performance. This is where Agentic AI comes in – not just as the next stage of AI evolution, but as NVIDIA’s answer to long-term scalability and differentiation. By investing in AI agents that can reason, plan, and execute autonomously, expanding into consumer-level edge computing, and laying the foundation for physical AI in robotics, NVIDIA wants to remain at the heart of AI economy, which represents a “multi-trillion dollar opportunity”.
Table of Content
- Executive Summary
- Nvidia’s announcement on new products around Agentic AI
- Key Drivers Behind Nvidia’s Agentic AI push
- Why does it matter
- Outlook
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Wei Sun
Wei is a Principal Analyst in Artificial Intelligence at Counterpoint. She is also the China founder of Humanity+, an international non-profit organization which advocates the ethical use of emerging technologies. She formerly served as a product manager of Embedded Industrial PC at Advantech. Before that she was an MBA consultant to Nuance Communications where her team successfully developed and launched Nuance’s first B2C voice recognition app on iPhone (later became Siri). Wei’s early years in the industry were spent in IDC’s Massachusetts headquarters and The World Bank’s DC headquarters.
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