TAIPEI (TVBS News) — Nvidia CEO Jensen Huang (黃仁勳) declared Monday (June 1) that "useful AI has arrived" in the form of agentic AI — systems that can autonomously complete tasks rather than simply answer questions. Huang said the shift heralds a productivity revolution worth "trillions of dollars," citing data showing software developers' code submissions have nearly tripled in early 2026.
Huang made the remarks during his keynote at Nvidia GTC Taipei 2026. He pointed to GitHub, the code-hosting platform, where commits — instances when developers upload modified code — grew from about 300 million in 2023 to 400 million in 2024 and 500 million in 2025. In the first months of 2026, that figure has nearly tripled, Huang said.
Huang used the data to argue that AI coding tools have effectively tripled developer productivity. He estimated that the world's 30 to 40 million software engineers, earning a combined US$3 trillion (approximately NT$94 trillion) in salaries, are now producing output equivalent to US$9 trillion (approximately NT$282 trillion) in value. The calculation assumes code volume correlates directly with economic output — a methodology Huang did not address.
Huang dismissed concerns that AI would eliminate software engineering jobs. "People talk about AI reducing jobs, complete nonsense," he said. The number of software engineers is increasing, not declining, because companies are willing to hire more when each engineer's output multiplies, he argued.
Nvidia's technology stack is designed to power these agentic systems, Huang said. The company's CUDA-X software libraries enable AI agents to use specialized tools — such as cuLitho for accelerating chip manufacturing lithography or Parabricks for genomic sequencing analysis. Nvidia AI Clouds, a growing ecosystem of purpose-built cloud infrastructure, support enterprises and developers scaling agentic AI applications worldwide.
The shift has transformed how AI companies measure value, Huang said. Tokens — the units AI systems use to process text — have become "profitable units of revenues," driving companies to build more AI factories and generate more computing output. This demand has caused global appetite for computing power to skyrocket, he said.
Huang praised Taiwan's central role in the AI infrastructure buildout, calling it home to "the richest ecosystem" and "the world's best supply chain." His remarks aligned with official economic data: Taiwan's Directorate-General of Budget, Accounting and Statistics (DGBAS), the government's statistics agency, on Friday (May 29) forecast GDP growth of 9.64% for 2026 — a 16-year high driven by AI-related exports.
Nvidia has evolved from a graphics chip company into a systems company and now an infrastructure provider, Huang said. Its ecosystem now includes power plants, cooling systems and electrical grid suppliers — industrial partners building AI factories worldwide. "Every company and every country needs AI factory infrastructure to turn data into intelligence," Huang said. "NVIDIA AI Clouds bring full-stack AI factories closer to the regions, industries and developers building the next generation of AI."
The agentic AI era Huang described is already reshaping demand patterns. Cloud partners including CoreWeave, Nebius and Firmus are expanding AI infrastructure specifically to support agentic workloads, according to Nvidia. Whether the productivity gains Huang cited translate into broader economic benefits beyond the technology sector remains to be seen. ◼ (At time of reporting, US$1 equals approximately NT$31.34)