Agentic AI And The Next Layer Of The Trade: Beyond Nvidia
Agentic AI And The Next Layer Of The Trade: Beyond Nvidia
Publish Date: 2026-06-20 00:31:00
Source Domain: www.forbes.com
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The shift from infrastructure to application-level AI systems marks a new chapter in the AI investment cycle. Previously, significant investment was directed towards building out the foundational infrastructure like GPUs and data centers, especially with companies like NVIDIA benefiting massively from this effort.
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Agentic AI, which refers to AI systems capable of autonomous multi-step task execution without human intervention, is emerging as a game-changer. These software agents can perform complex tasks, reduce labor costs, and boost productivity/profits in ways not seen with simpler chatbot-like AI systems.
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There is growing evidence that enterprise software equipped with AI capabilities, especially in AI-native applications, AI-augmented workflows, and agentic systems, is starting to generate significant revenues, justifying the previous heavy investments in AI infrastructure.
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Cybersecurity, workflow automation, and enterprise software platforms like Microsoft’s Copilot, ServiceNow, and Salesforce are leading the charge in monetizing AI applications. These companies are seeing a spike in AI-driven product adoption and revenue growth.
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Agentic AI holds the promise of significant economic value due to its ability to dramatically augment or replace entire categories of knowledge work. Verticals such as financial services, healthcare, and software development are particularly benefiting from agentic AI’s labor cost savings and measurable productivity improvements.
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Investing in the AI application layer, specifically agentic AI, requires a more selective approach compared to the infrastructure buildout. Potential investments should focus on companies with robust distribution, vertical specificity, and demonstrated revenue growth rather than sheer market size.
