During a quarterly earnings call on Wednesday, NVIDIA CEO Jensen Huang announced that agentic AI has reached a technological inflection point, marking a shift in AI from mere generative conversation to autonomous action capable of solving real-world problems. This transition has significantly accelerated over the past two to three months, not only driving NVIDIA's fiscal year 2026 revenue to surge 65% to $216 billion, but also redefining the company's core position as an "AI infrastructure provider."
Meanwhile, OpenAI has reached a significant agreement with Peter Steinberger, the founder of the open-source agentic AI project OpenClaw. Steinberger will join OpenAI, working to bring AI agents with autonomous planning and cross-platform execution capabilities to global users, while OpenClaw will transition into a non-profit foundation to maintain its open-source independence. Unlike traditional chatbots, such agents can operate independently without continuous human instructions, completing complex tasks like vacation planning and itinerary booking on their own.
At the industry level, there have also been frequent developments. Samsung highlighted its deeply integrated "smart AI experience" during the launch of its new Galaxy S26 series; and at the CES exhibition, physical AI robots capable of folding clothes and performing production line tasks became a focus.
Jensen Huang predicts that after the agentic AI transformation, the next technological wave will be physical AI embedded in autonomous driving and robotics. As NVIDIA is set to reveal details of the Rubin chip at its GTC conference in March and may enter the laptop chip market, 2026 is officially marking the "Year of Personal Agents," defining a new stage where AI transitions from software assistance to autonomous execution.
