Agentic AI And The Next Layer Of The Trade: Beyond Nvidia - Forbes

This article explores the second phase of the AI investment cycle, shifting from infrastructure development to application-layer commercialization. While NVIDIA's dominance in AI infrastructure is und... Read original →

The rise of agentic AI is triggering a structural realignment across the semiconductor value chain. While NVIDIA still dominates upstream GPU cluster demand, downstream AI-native applications are fueling demand for low-latency, power-efficient inference ASICs—favoring vertically integrated tech giants. Regulatory scrutiny under the EU AI Act and China’s generative AI rules will force enterprises to overhaul data governance, raising operational costs by 10–15%. Microsoft has secured enterprise workflow access via Azure and GitHub Copilot, while CrowdStrike leverages AI agents for autonomous threat response, displacing legacy SOC vendors. Over the next 18 months, AI-native SaaS firms demonstrating verifiable ROI will command valuation premiums, while pure infrastructure plays enter diminishing returns.