- Automotive & Transportation
Huang has repeatedly emphasized this as a "multi-trillion-dollar robotics industry," with NVIDIA powering agentic AV stacks.- Toyota: Announced at CES 2025; next-gen autonomous vehicles using NVIDIA DriveOS for planning and safety.
- General Motors (GM): Expanded at GTC 2025 for AI in manufacturing, design simulation, and in-vehicle agents.
- Hyundai Motor Group: Part of South Korea's 260,000-GPU sovereign AI initiative (APEC 2025) for robotics and AVs.
- Others: Uber (100,000 autonomous vehicles), Aurora (self-driving trucks launching April 2025), Waymo, Tesla, Mercedes-Benz, Volvo, Lucid, Rivian.
Impact: Enables agentic systems for fleet optimization and real-time navigation.
- Manufacturing & Industrial Automation
Huang predicts $5 trillion in AI factories globally; partnerships focus on robot fleets and digital twins for agentic planning.- Foxconn (Hon Hai): Deepened at COMPUTEX 2025; AI supercomputer for TSMC and factories using Blackwell infrastructure.
- KION Group: CES 2025 partnership for AI-powered warehouse robots and optimization.
- Accenture: Collaborating on supply chain agents with digital twins; also rolled out agent-building platform at GTC 2025.
- Siemens, FANUC, TSMC: Industrial cohort adopting Omniverse and Isaac for simulation (announced October 2025).
- SK Group: South Korea APEC deal for manufacturing transformation.
Impact: Agentic AI for predictive maintenance and robot orchestration in $50 trillion global manufacturing.
- Robotics & Physical AI
A core Huang focus, with Cosmos platform open-sourced for industrial AI (CES 2025).- Figure, Agility Robotics, Amazon Robotics: Omniverse/Isaac integration for humanoid and warehouse agents.
- Hyundai, LG: National-scale robotics via South Korea's GPU deployment.
Impact: Foundation models like Isaac GR00T N1.5 for agentic humanoid intelligence.
- Telecommunications
Huang called this a $3 trillion market at GTC Washington (October 2025).- Nokia: $1B stake and partnership for AI-accelerated 6G base stations.
- SK Telecom, NAVER Cloud: South Korea sovereign AI for network agents.
Impact: Agentic systems for upgrading millions of base stations with AI reasoning.
- Healthcare & Life Sciences
$10 trillion sector transformation via genomics and drug discovery (J.P. Morgan Conference 2025).- Illumina: Multiomics analysis with NVIDIA AI for agentic drug workflows.
- Schrödinger: BioNeMo integration for molecular design agents.
Impact: Accelerates agentic AI for personalized medicine and R&D simulation.
- Enterprise Software & Cloud
Hyperscalers as foundational for agentic deployment.- Salesforce: Agentforce enhanced by NVIDIA NIM (Dreamforce 2025).
- Microsoft: Expanded for Claude access and AI agents (November 2025).
- Oracle, IBM: GTC 2025 expansions for GPU-powered query agents.
- Google Cloud: Real-time AI insights for industrial ops.
Impact: Custom agents for CRM, ERP, and sovereignty.
- Semiconductors & Design
Core to NVIDIA's stack, enabling agentic simulation from atoms to systems.- Synopsys: Strategic expansion (December 2025) for AI-accelerated EDA tools.
Impact: Revolutionizes R&D with GPU-accelerated verification.
- Synopsys: Strategic expansion (December 2025) for AI-accelerated EDA tools.
- Scientific Computing & Quantum
Huang's GTC 2025 Quantum Day highlighted hybrid systems.- U.S. Department of Energy: Seven AI supercomputers (October 2025).
- Korea Institute of Science and Technology Information (KISTI): Quantum center.
- NVQLink partners: 17 quantum builders for GPU-quantum interconnects.
Impact: Agentic hybrid computing for breakthroughs in physics and materials.
- Government & Sovereign AI
National-scale deals for agentic infrastructure.- South Korea Government (MSIT): 260,000 GPUs with Samsung, SK, Hyundai, NAVER (APEC 2025).
- U.S. Government: $500B manufacturing investment; Trump-era AI diplomacy (e.g., Saudi Arabia, UK "Tech Prosperity Deal").
Impact: Sovereign agentic clouds for defense and research.
- Other Strong Coverage:
- Defense/Government AI: Palantir for customizable agents (October 2025).
- Media/Entertainment: Implicit via Omniverse for simulation (Huang's CES gaming nods).
- Finance: Accenture's AI Refinery; J.P. Morgan ties via healthcare.
Industry
|
Why a Gap?
|
Potential for Agentic AI
|
Estimated Market Size
|
|---|---|---|---|
Retail & Consumer Goods
|
Mentions via SoftServe blueprints, but no flagship like Walmart or Amazon (beyond robotics).
|
Autonomous inventory agents, personalized shopping planners.
|
$30T global retail.
|
Energy & Utilities
|
Supercomputers for DoE, but no ExxonMobil/Shell for oil/gas exploration agents.
|
Predictive grid agents, carbon capture optimization.
|
$10T sector.
|
Agriculture & Food
|
No John Deere/Bayer announcements; robotics tangential via industrial.
|
Autonomous farming agents for yield prediction.
|
$5T global agribusiness.
|
Aerospace & Defense (Commercial)
|
Quantum ties, but no Boeing/Lockheed for agentic design beyond Palantir.
|
Simulation agents for aircraft autonomy.
|
$1T aviation market.
|
Financial Services (Core Banking)
|
Enterprise edges via Accenture, but no JPMorgan Chase for trading agents.
|
Fraud detection planners, portfolio optimizers.
|
$10T banking assets.
|
Construction & Real Estate
|
Omniverse for digital twins, but no top firm like Caterpillar for site agents.
|
Autonomous build planning.
|
$10T infrastructure.
|
Education
|
Huang's foundation focuses on STEM, but no Coursera/Khan for agentic tutors.
|
Personalized learning agents.
|
$6T global edtech.
|
Hospitality & Tourism
|
No Marriott/Expedia; gaming overlaps minimal.
|
Dynamic pricing/reservation agents.
|
$5T travel sector.
|
2025 report - 60 yeras that have seen 10**18 more tech integrating 3 million fdold multipliers
funnily enough million times deeper compute is seen as neewest giant leap thanks to jensen huag althoujgh techincally it began year of his bit=rth 1963 ibm 360
another million fold is satellites dath of s=distance - community dats now bing mobilised through cloids; actually kennedy's space race started global broadcasting at tokyo polympisc 1964 witnessed by young prince/ emeperor to be of UK and J[ann - see their latest clebration here
but the million fold to action first moores law which gave anyone connecting through siliicon valley of taapn ns coastline 3 decades of 100 times more tecah - e=ie millionfold by 1995 and how internet became commercialised before its scaled open learning
Spot the typo in some spaces we misnamed Bletcley as Sketchley!! my apologies chris.macrae@yahoo.co.uk
related project - help update log of 1000 AU startupsmillenials most need (to brainstorm and choose which to scale with time, money or commons trust) by each of last 5 class years to 2030
14 MONTH AI WORLD SERIES DeepLearn CURVE: KIng Charles Bletchley Nov2023, India-Paris Twins Feb 2025
Breaking India to host 4th AI Actions & Safety Summit after Paris world series 3 feb10,11 2025 - see PM Modi's speech
BUT FIRST THE HUMAN INTELLIGENCES GREATEST 20 MILLION BRAINS GENERATION (4 decades) STORY EVER In 1987 Taiwan people asked maurice chang to help them pilot twin partnerships in AI20s.com (Neumann Peers 75 year learning curve with The Economist and other Royal Societies hubbed oit of St James - eg neuroscience Gatsby.. Geograpguc: BBC, Attenborough, Health ...) quintillion times more tech mapping 3 multipliers :
Actually 1987 was magic time for Taiwan to bet all of its peopleshealth/wealth with 3 million times tech waves brewing (quintillion by 2025!- see latest log)
- last roiund of million rimes "moore" efficient chip design,
- first rounds 1G to 5G of satellite cloud data and what world now sees as Huang-Nvidia's top 100 partnerships in compute 2.0 and code 2.0 starting with pixar, becoming all 5 human senses as well need for autonomous robots to translate 3 dimensional gravity into 2 dimensional charts and vice versa- something world's biggest companies and place leaders remain fame media & fame audit blinfed by chasing quarterly 1 dimensional numerology).
Back in late 20th C:Taiwan open networking became an exemplar for hong kong , and individual entreprenurs like Japan's Masa Son (all the while trusted colaborations 3 Taiwan Americans planted deep learning seeds at stanford; Tech's 3rd wave Huang had started up Nvidia 1993, Yang had started up Yahoo 1997, out of Hong Kong the Tsais were then repreenting american express and an australian vennture capital firm; they were soon to bet their next 10 years on connecting Hangzhou jack ma, softbank, nvidia, yahoo japan, stnaford); when they returned mainly to us they created both yale & stanfords neuroscience schools perhaps with some inspiration suppirt from HK's Li Ka Shing; today mrs tsai is on main stanfiod board chaired by Jerry Yang and celebrating black girls sports out of Brooklyn)
Meanwhile here is Nvidia in India oct 2024, and Nvidia injapan with masa son nov 2024 - starting its 11th annual cycle of updyes santa clara march 2025
If you want to understand how stanfird ket usa alive in the 2000s you also need to see work of steve jobs family with asian women empowerment, the doerr family, lila ibrahim amd many deep biotech women (see lower down as their impacts in 2010s were brilliant); in parallel consider some asian innovators like
Jack Ma, Kai-Fu-Lee, Harry Shum
Critically India's Nilekani & Ambani (who needed to triplet 3 codes - india dialects, commonwealth english, machines coding humans 5 senses) and a womens empowerment vision of stanford valley 2.0 first convened by steve jobs family in 2001- fast forwarded by women's greatest innovators. deep minds like doudna, koller, mrs doerr, lila ibrahim, soon fei-fei li , melinda gates, peiscilla chan ,lisa su, Covid's heroines Katalina Kariko & Audrey Tang
THE WORLD PROMISED MILLENNIALS TO LEAP BEYOND COVID: AMONG NATIONAL...