Jensen Huang: Agentic AI is fully accretive for software companies

• ServiceNow targets $30B+ in subscription revenue by 2030, doubling its current size.
• ServiceNow is focused on 'agentic business' and managing identities for both human and AI agents, ensuring secure and compliant AI deployment.
• Nvidia CEO Jensen Huang states that 'service is software, software is service,' and agentic AI requires real-time processing and has led to a 'thousand percent' increase in necessary computation.
• The partnership between ServiceNow and Nvidia (Project Arc) aims to leverage AI agents to perform useful work, driving accretive returns for software companies.

ServiceNow CEO Bill McDermott and Nvidia CEO Jensen Huang discuss the future of enterprise AI. ServiceNow aims for over $30 billion in subscription revenue by 2030, driven by its 'agentic business' and a new partnership with Nvidia on 'Project Arc'. Jensen Huang emphasizes the transformative nature of agentic AI for the software industry, highlighting the need for real-time processing and the significant increase in computation required for AI agents.