AI Agents Disrupting the Internet: The Stock Set to Benefit from the Surge in 2026

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Key Points

  • AI agents are expected to experience a tenfold increase in adoption by 2027, greatly enhancing productivity for enterprises.

  • Nvidia is anticipated to benefit from this growth, with robust demand for its next-generation chips driven by agentic AI.

  • Gartner projects that 40% of enterprise applications will contain AI agents by the end of 2024, up from 5% in September 2022.

According to a report by IDC, the use of AI agents could increase tenfold by 2027, and there could be a significant 1,000 times rise in agent-related AI inference demands in 2024. The growth in this sector is positioning Nvidia to capitalize on an anticipated surge in AI inference demand.

Nvidia’s large language models and graphics processing units (GPUs) are central to developing agentic AI applications, currently being employed by companies like Salesforce and Meta. Forecasts suggest Nvidia’s upcoming Vera Rubin processors could reduce inference costs by 90%, likely driving further adoption.

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