Nvidia’s Jensen Huang Says AI Agents Have Sent Token, GPU Demand ‘Through the Roof’: Gene Munster Sees 15 Million Bot Users Soaring to Billions

What happened: Nvidia CEO Jensen Huang said token consumption and GPU demand have gone "through the roof" because of AI agents, speaking at a Berlin keynote on Oct. 21. Gene Munster and Shay Boloor backed the view. Key numbers: Munster estimated agents consume 10-15x the tokens of a chatbot and said about 15 million consumers use bots daily, potentially billions in a few years. Why it matters: Munster called personalized agents "one of the clearer reasons compute demand should keep ramping for the next few years," and Boloor said AI compute demand will keep growing for years. Market: +1.1% today ($47.36), -36.9% YTD, 1.7x vol — as of 07:45 UTC

Nvidia CEO Jensen Huang said token consumption and GPU demand have gone "through the roof" because of AI agents, speaking at a Berlin keynote on Oct. 21. Gene Munster and Shay Boloor backed the view.

Munster called personalized agents "one of the clearer reasons compute demand should keep ramping for the next few years," and Boloor said AI compute demand will keep growing for years. Market: +1.1% today ($47.36), -36.9% YTD, 1.7x vol — as of 07:45 UTC