Jakarta, INTI - NVIDIA CEO Jensen Huang believes the software industry is entering a new era driven by Agentic AI, where intelligent software agents are capable of independently performing complex tasks and delivering measurable business outcomes.
According to Huang, the traditional Software-as-a-Service (SaaS) model, which charges customers for access to software features and applications, could gradually give way to a new paradigm known as Agentic as a Service (AaaS) or Generative AI as a Service (GaaS). In this model, businesses pay not for software access itself, but for the outcomes and work completed by AI agents.
Unlike conventional software tools that require users to manually execute tasks, AI agents are designed to understand objectives, make decisions, coordinate multiple systems, and complete workflows autonomously from start to finish. These agents can perform a wide range of functions, including customer service, research, software development, data analysis, content creation, and business process automation with minimal human intervention.
Huang argues that this shift represents a fundamental transformation in how software delivers value. Rather than purchasing subscriptions to individual applications, organizations may increasingly rely on AI-driven agents capable of handling entire business functions and producing tangible results.
NVIDIA Positions OpenClaw as the Foundation of the Agentic AI Era
To support this transition, NVIDIA is positioning its OpenClaw initiative as a foundational platform for the emerging agentic AI ecosystem. The company envisions OpenClaw playing a role similar to that of Linux and Kubernetes during previous computing revolutions, providing the infrastructure, orchestration, and development framework required to build, deploy, and manage large-scale AI agent systems.
Industry observers believe that if agentic AI continues to advance, the software market could experience one of its most significant disruptions in decades. The long-standing subscription-based software economy may gradually evolve into an outcome-based economy, where value is measured by completed tasks, productivity gains, and business results rather than software licenses or user seats.
Such a transition could redefine relationships between software vendors and customers, accelerate enterprise automation, and create entirely new business models centered on AI-powered digital workers. As organizations seek greater efficiency and scalability, AI agents may become a core component of future enterprise technology stacks, reshaping the software industry in much the same way cloud computing transformed IT infrastructure over the past decade.
Conclusion
Jensen Huang’s vision of Agentic AI signals a potential turning point for the software industry, where businesses increasingly pay for results rather than access to applications. As AI agents become more capable of executing complex workflows autonomously, the industry may shift from a subscription-based model toward an outcome-driven economy. With initiatives such as OpenClaw, NVIDIA aims to help build the infrastructure for this transformation, positioning AI agents as the next major evolution in enterprise software and digital productivity.
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