This Tuesday morning, Nvidia CEO Jensen Huang declared that "Agentic AI has arrived," announcing new hardware and software releases at COMPUTEX that redefine computing platforms. Reuters and the Taipei Times confirm this marks a fundamental shift, with AI agents reasoning, using tools, and completing tasks autonomously across cloud services, enterprise servers, and PCs.

Both Nvidia and UBS agree that agentic AI is driving significant growth in the PC chip market, with UBS forecasting over 40% a