Jensen Huang on why ‘agentic’ will rewire a $50 trillion economy: ‘operated by robots, managed by more robots, and the entire factory is a robot’
Jensen Huang didn’t have to be in Las Vegas on Tuesday. He runs the most valuable publicly traded company in the world. His chips power virtually every major AI system on the planet. He could have sent a video. He could have sent a lieutenant. Instead, he walked onto the main stage at Service Now’s Knowledge 2026 conference—for the third consecutive year—and got the loudest reception in the room. “I came,” he told the crowd, grinning, “because I want my Service Now.” The laugh was genuine. But Nvidia runs its employee workflows on ServiceNow. Its configure-price-quote system for supercomputers—a document so complex it used to take five days to generate—now takes five minutes, built on ServiceNow’s CRM platform. Huang isn’t just a partner endorsing a partner. He’s a customer testifying to a thesis. The thesis stated plainly: the software industry is about to absorb an economy a hundred times its own size. And the infrastructure for that absorption runs through the partnership between these two companies. Huang’s presence was a signal. And his message, delivered alongside ServiceNow Chairman and CEO Bill McDermott: the biggest technology shift in a generation is already underway, and most companies are dangerously unprepared for it. “This is one of the greatest transformations for the software industry ever,” Huang told CNBC’s Jon Fortt in a live broadcast from the Venetian. “For the first time, service is software. Software is service, and the service industry is 100x larger than the software industry.” That’s the bet. And ServiceNow, which McDermott says will cross nearly $16 billion in subscription revenue this year and will double to $30 billion by 2030, is positioning itself as the company that captures it. The problem nobody wanted to name Before the announcements, before Jensen’s entrance to stadium-level applause, McDermott opened Day 1 with a provocation. Every