This week during an interview with Bloomberg, Jensen Huang made quite the prediction.The Nvidia CEO said the semiconductor industry will need to grow roughly five to tenfold over the next decade to support AI agents and robots to support what he believes is the next wave of computing. Huang believes that future demand will come from autonomous software agents and physical robots consuming compute around the clock.“In the future, we have AI agents and robots, and they will be using computers,” Huang said. “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. Computers are being built not just for people to use, but computers are being built for computers to use.”“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.”Agents replace human endpointsThe 5-10x forecast — which Huang framed as his personal estimate, not a certainty — builds on a message he has been repeating for months, including a recent appearance where he declared traditional coding dead in favor of engineers who build AI agents. Still, it reflects the need to build backend systems for AI agents and machines, something infrastructure teams are already contending with.On Nvidia’s fiscal Q1 2027 earnings call in May, Huang described the move from generative AI to agentic AI — systems “capable of perceiving, reasoning, planning, and acting” — as the next major phase of the industry.South Korea’s infrastructure roleAs API requests come from AI agents more often, standard assumptions around rate limiting, session memory, sub-millisecond inference routing, and API gateway concurrency are starting to break down. An environment in which most traffic originates from autonomous background loops rather than human thumbs changes how backend infrastructure must be built from the ground up.To support an endpoint explosion of this scale, the physical supply chain must scale dramatically at the memory and data center layers. Speaking at the AI Summit in San Francisco on July 24, Huang pointed to South Korea as an important linchpin of the global AI buildout. “This is truly the beginning of a golden age for Korea,” he said, noting that the country’s semiconductor and industrial capabilities position it to help the world build out AI infrastructure.“This is truly the beginning of a golden age for Korea.”SK Group’s $500 billion betTo back that vision, Nvidia announced a comprehensive partnership with SK Group valued at over $500 billion. The initiative spans massive purchasing of next-generation High-Bandwidth Memory (HBM) from SK Hynix, jointly co-developing custom HBM4 roadmaps designed specifically for agentic and physical AI workloads, and deploying Nvidia supercomputers.The announcement also included major infrastructure investments across South Korea. SK Telecom said it plans to build a 2-gigawatt AI data center using Nvidia’s Vera Rubin architecture and SK Hynix’s HBM4 memory, with the first facility expected to come online in 2027. At the same time, Nvidia will invest $1 billion in Naver Corp, with Brookfield funding up to $9 billion as the project’s infrastructure capital partner, to help expand the company’s AI data center capacity from 55 megawatts to 200 megawatts by 2028.Locking up supply earlyHuang’s prediction also helps explain why Nvidia and other infrastructure companies are locking up supply years in advance. The company recently disclosed $119 billion in supply-related commitments as it works to secure everything from advanced packaging capacity to power, land, and high-bandwidth memory.“Computers are being built not just for people to use, but computers are being built for computers to use.”Huang believes the industry needs to stop thinking about a world where computers primarily serve people and start planning for one where AI agents and robots generate much of the demand. In his view, the ultimate limiting factor will be whether the industry can build enough physical infrastructure to keep up — a constraint already reshaping how companies like Nvidia and Palantir approach sovereign AI deployments. The post Jensen Huang says AI agents could drive a 5-10x computing boom: “100 billion agents and billions of robots” appeared first on The New Stack.