Nvidia CEO Jensen Huang said personalized AI agents such as Meta Muse and Grok Bot will push token usage and GPU demand 'through the roof.' At his keynote in Berlin on Oct. 21, he said agents think, reason, iterate and use tools, consuming large amounts of tokens, and noted that agents already use about 5 times more tokens than human users on the OpenRouter platform. Gene Munster of Deepwater Asset Management agreed, estimating agents can consume 10-15x the tokens of a chatbot and that the roughly 15 million people who use bots daily could reach billions in a few years. NVDA closed up 2.54% at $221.97 on Wednesday, was up 22.53% over the past year, but was 2.41% lower in premarket trading on Thursday.
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Original headline: 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
Read the original on Yahoo Finance ↗
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NVDA
▲ Likely positiveNvidia
Relevance: high
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/23/2026 | 211.00 |
| Change that session | -0.57% |
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