Quick Read – Jensen Huang projects NVDA’s semiconductor industry must grow 10x to serve 100 billion AI agents replacing today’s roughly 1 billion human computing endpoints. – Nvidia’s $500B SK Group partnership targets HBM memory roadmaps and AI supercomputers, while a $1B Naver…
vestment funds a Korean AI data center. – NVIDIA (NASDAQ:NVDA) CEO Jensen Huang used an exclusive Bloomberg interview on July 27, 2026 to lay out one of the boldest forecasts yet for the AI buildout: a semiconductor industry that must expand roughly tenfold over the coming decade to serve a computing world dominated by autonomous machines rather than human users. Speaking about the shift from human-driven computing to agentic systems, Huang argued that Nvidia’s addressable market is being redefined at the endpoint level. “These are now processing AI’s for humans to collaborate with
In the future we have AI agents and robots and they will be using computers. Instead of a billion people using computers we will have 100 billion agents and billions of robots all using computers. The computer industry built on top of the chip industry is certainly not big enough,” Huang said.
His projection follows: “My guess is the semiconductor industry will probably have to be 10 times larger than it is today over the next decade or so. Working with our partners in Korea and around the world to scale up the supply chain of semiconductors so we are prepared for the AI future.” Huang framed the 10x figure explicitly as his personal guess, not a certainty. Reframing The Addressable Market The pitch aligns with themes Huang has hammered on recent earnings calls.