Huang Renxun Predicts Agentic AI Will Transform the Physical Economy Such as Manufacturing and Logistics

NVIDIA CEO Jensen Huang took the stage for the third consecutive year at ServiceNow’s Knowledge 2026 conference, joining ServiceNow CEO Bill McDermott to spotlight "Agentic AI" as the biggest transformation in software industry history. Noting the service sector is 100x larger than the software industry, Huang emphasized AI is no longer just about thinking—it’s about taking real action to execute enterprise work. He added NVIDIA has drastically cut its supercomputer provisioning time using ServiceNow, from 5 days to just 5 minutes. Huang also noted Agentic AI’s computing demand has surged 1000% in two years, a shift that will fundamentally reshape real economy sectors like manufacturing and logistics. ServiceNow has rolled out tools to help enterprises deploy and manage AI agents securely: the AI Control Tower governance platform, Project Arc sandbox, Otto unified portal, and Action Fabric execution engine. These tools let companies control AI permissions like they do for employees, avoiding risks such as AI mistakenly deleting databases. A FedEx case study shows the company runs 5 million ServiceNow workflows monthly, treating AI agents as digital employees under strict governance. Looking ahead, Huang predicted entire factories will be “operated by robots, managed by more robots—turning the entire facility into one giant robot.”