Zaid

But NVIDIA CEO Jensen Huang understands that the future is agentic AI.

At the recent NVIDIA GTC developer conference, Jensen introduced the new Vera CPU, which is specifically designed to handle these agentic workloads.

He also introduced a new central processor and an AI system built on the technology from Grok, which is a startup the company basically acquired for about $20 billion back in December of last year.

Now, just to be clear here, I'm not talking about Elon's Grok chatbot.

The Grok that I'm talking about ends with a Q, and they make chips specifically for inference.

So NVIDIA is now positioning themselves to be the leader when it comes to inference.

By the way, Jensen was talking a big game at the GTC conference.

He now expects Nvidia to make over $1 trillion in revenue from the Blackwell and Vera Rubin chips alone through 2027.

That's up from last year's forecast of $500 billion by the end of 2026.

So the company is expecting the AI boom to continue for at least another year.

You know, I'll be honest with you guys.

I was kind of skeptical of all the CapEx spending from these big tech companies.

You hear these gigantic hundred plus billion dollar CapEx numbers and you're like, is it actually gonna pay off?

But with the rise of AI agents, I can kind of see how that's gonna require exponentially more computing power.

Cause it looks like every company in the world is gonna be utilizing these agents to transform their work.

So let's talk more about how some of these companies are using AI agents and what the future could look like.

Look, I already know some of you guys are wondering, are AI agents legit or is it just another overhyped piece of technology like the metaverse or NFTs?

Well, it's still pretty early, but some companies have started to test these tools.

The Wall Street Journal just had a report talking about how FedEx is building out an army of AI agents to work alongside their human workforce.

By 2028, FedEx expects to have AI integrated into more than half of its core operational workflows.