Jensen Huang reframes CPUs as agent infrastructure ahead of NVIDIA's August 26 earnings: 'an agent is essentially what people call a harness'

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Huang told analysts that CPU demand should be understood through agents, saying 'an agent is essentially what people call a harness' and that a world with a billion human users will have billions of agents, sizing the opportunity at a $200B TAM with roughly $20B in NVIDIA CPU revenue this year alone. He described AI demand as having 'gone parabolic,' driven by agentic systems, and called the buildout the largest infrastructure expansion in human history. NVIDIA reports Q2 FY2027 on August 26 against guidance of about $91B.