As the NVIDIA GTC conference approaches, the market is focused on the development prospects of "Agentic AI." Institutions believe that breakthroughs in related technologies will further drive the demand for AI infrastructure and benefit the semiconductor and cloud computing industry chains.
Agentic AI Becomes the New Focus
The market is paying attention to NVIDIA's presentation of the "OpenClaw" concept at the conference. This technology belongs to Agentic AI, capable of performing multi-step tasks, including automatic programming, computer operation, and task decomposition and execution.
Compared to traditional generative AI, Agentic AI significantly increases computational power demands and is expected to lead to continuous growth in the demand for high-performance computing chips.
Computational Power Demand Drives the Industry Chain
Analysts point out that the rise of Agentic AI will intensify demand in the following areas:
- AI chips (GPU)
- Advanced manufacturing processes (foundry)
- Cloud computing infrastructure
Related benefiting companies include NVIDIA, TSMC, Microsoft, Alphabet, and Broadcom.
Sustained Long-term Growth Logic
Institutions predict that in the next 12 to 24 months, Agentic AI's application capabilities in specific scenarios will significantly improve and boost productivity.
Meanwhile, applications such as autonomous driving and robotics, which are considered "physical AI," are also seen as the next growth drivers, with the market generally expecting a key development milestone around 2026.
