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Huang Renxun is bullish on AI agents: promoting trillions of dollars in business opportunities, how will human work be replaced?
Nvidia CEO Huang Renxun announced today at the American Consumer Electronics Show (CES) that the era of AI agents has arrived, and AI agents will be able to assist in various tasks in various industries. He predicts that AI agents will bring trillions of dollars in business opportunities and completely change people's work methods. (Background information: Nvidia will launch the Jetson Thor physical AI ChatGPT next year; Nvidia's big pump surpasses Apple to return to the top of Market Cap) Huang Renxun announced the latest technology of the company in AI and robotics, and also announced the rise of "Agentic AI", predicting that AI agents will drive industries worth trillions of dollars and completely change people's work methods. The era of AI agents has arrived. Huang Renxun described a transition from generative AI to agent-based AI, a future driven by intelligent AI agents that can assist in various tasks in various industries. He referred to this emerging field as a "trillion-dollar opportunity" and emphasized that Nvidia will be at the forefront of this transformation. At the beginning of the speech, Nvidia played a video demonstrating the increasing importance of AI in daily life, from AI safety functions in vehicles to cartoon-style robots calming sick children. The video outlined the gradual integration of AI agents into healthcare, transportation, and personal welfare, and demonstrated how AI technology can help humans "regain lost abilities", such as helping people regain language and mobility through AI. Generative AI is good at creativity and automation, while agent-based AI is more like a digital assistant that can handle workflows, solve problems, and provide real-time support in different industries such as human resources, software engineering, and medicine. Huang Renxun described AI agents as the new digital workforce, and in the future, every IT department of each company will become the HR department of AI agents. Huang Renxun explained that today's IT departments manage and maintain a large amount of software, but in the future, they will manage, train, assist in recruitment, and improve a large number of AI agents to provide services to the company. Therefore, the IT department will gradually evolve into the HR department of AI agents. Huang Renxun emphasized that every software engineer, designer, and even knowledge worker will need AI supercomputers to improve efficiency. In this context, agent AI and general robot technology will become the core of future industrial development. The successful landing of technologies such as agent robots, autonomous vehicles, humanoid robots, etc. will create an unprecedented technology market size worldwide. According to Nvidia statistics, there are currently more than 1.5 billion enterprise-level cameras deployed worldwide, producing about 7 trillion hours of video per year, but less than 1% of the video content is viewed in real time by humans. This means that many important operational accidents may be overlooked and not discovered, resulting in huge losses, but the AI Agent blueprint can greatly solve related problems. Interactive AI agents with built-in visual perception capabilities can serve as on-call video analysts to help factories operate more efficiently, improve worker safety, maintain smooth traffic, and even improve athlete performance. Looking to the future, Huang Renxun believes that the reasoning process of AI is no longer a simple one-step response, and AI agents will be able to self-dialogue and generate answers, reflect, reason, and continuously optimize. With the increase in AI token generation rate and the drop in costs, the service quality of AI will be significantly improved to meet a wider range of application needs.