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

**[The New Stack](https://daily.dev/sources/newstack)** · 4 min read · 0 upvotes · 0 comments

## Summary

Nvidia CEO Jensen Huang predicts the semiconductor industry must grow five to tenfold over the next decade to support a future with 100 billion AI agents and billions of robots consuming compute around the clock. He frames this shift as computers being built for computers to use, not just people. To back this vision, Nvidia announced a $500 billion partnership with South Korea's SK Group, including co-development of HBM4 memory with SK Hynix, a 2-gigawatt AI data center using Nvidia's Vera Rubin architecture, and a $1 billion investment in Naver Corp. Nvidia has also disclosed $119 billion in supply-related commitments to lock up advanced packaging, power, land, and high-bandwidth memory years in advance.

## Full article

daily.dev links to this article rather than hosting it. Read it at the original source: <https://thenewstack.io/huang-semiconductor-tenfold-ai-agents>

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---

Tags: [#ai-agents](https://daily.dev/tags/ai-agents), [#nvidia](https://daily.dev/tags/nvidia), [#robotics](https://daily.dev/tags/robotics), [#ai-infrastructure](https://daily.dev/tags/ai-infrastructure)

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