When Nvidia (NVDA 1.56%) announced its results for the fourth quarter of fiscal year 2026 on February 25, CEO Jensen Huang declared that artificial intelligence’s (AI’s) “inflection point has arrived.” Huang’s statement highlights the significance of agentic AI, which refers to AI systems capable of acting autonomously on user commands.
Unlike traditional AI programs such as ChatGPT or Claude, which operate within a simple input-output loop, agentic AI can take directions from a human and execute tasks on their behalf. For instance, a user could instruct an AI agent to purchase tickets for a football game, specifying preferences like seating arrangements. This represents a leap toward the sophisticated AI applications envisioned since their public introduction.
The rapid advancement toward agentic AI is notable, given that early versions are already accessible to the public less than three years after ChatGPT’s debut. Two companies are particularly poised to capitalize on this technological evolution.
First is Nvidia, which has established itself as a leader in providing the graphics processing units (GPUs) that power many advanced AI applications. The company has no intention of relinquishing its early advantage; it offers the Omniverse platform to AI developers. This suite of libraries and microservices facilitates the creation of digital twins—virtual replicas of physical entities—and robotics simulations. Digital twins can optimize workflows in real-world environments, while robotic simulations allow developers to train AI programs in a cost-effective and efficient digital setting.
The Omniverse thus serves as a training ground for agentic AI, enabling the transition from a purely digital existence to interactions in the physical world. Nvidia’s financial performance reinforces its strong position; the company’s revenue increased by 65% year-over-year, with diluted earnings per share (EPS) rising by 67%, and a net profit margin of 55.6% reported in its latest quarterly results.
Alphabet (GOOG 0.56%, GOOGL 0.42%) is the second key player in the burgeoning agentic AI sector. The company’s Project Mariner, launched in late December 2024, underwent an upgrade in May 2025 that enhanced its capabilities, allowing it to process multiple tasks simultaneously in Google’s cloud environment. Priced at $250 per month for a VIP subscription, Project Mariner can autonomously browse the web and interact with websites, including executing tasks like ticket purchasing.
Currently in its testing phase, Mariner is integrated with the Chrome browser, which holds a remarkable 70% market share. Alphabet is emerging as a formidable contender in AI, with its Gemini program seeing its market share grow from 7% to 21% since 2023. It is on track to potentially surpass ChatGPT, becoming the second most popular large language model (LLM) available.
Alphabet’s financial metrics provide a strong backing for its ambitions in AI. In the fourth quarter of 2025, the company reported a revenue increase of 15% over the previous year, reaching $402.8 billion, while diluted EPS grew by 34.4%. With a net profit margin of 32.81%, Alphabet’s financial health contrasts with the nascent profitability timelines of competitors like OpenAI and Anthropic.
As Alphabet continues to leverage its extensive financial resources to bolster its AI initiatives, including the development of agentic AI, it stands poised to dominate the market. The rapid advancements in AI capabilities suggest that the landscape of technology is shifting towards a future where AI systems not only assist but actively engage in tasks on behalf of users, fundamentally altering how we interact with technology.
See also
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