Why AI Agents Are Software's Biggest Growth Engine
Jensen Huang's Computex 2026 keynote reframes every concern about AI replacing enterprise software — and the data is striking.
The prevailing fear has been simple: AI agents replace human workers, human workers use software tools, therefore agents destroy SaaS. Jensen Huang stood on stage at Computex 2026 and explained precisely why that logic is backwards.
Agents don't replace software — they consume it at machine speed, around the clock, without weekends. A human might use Salesforce 40 hours a week. An enterprise agent uses it 168 hours a week and never misses a context window.
The GitHub Data Makes It Visceral
Nowhere is the agent-driven consumption story more concrete than in developer infrastructure. The numbers from GitHub's platform tell a story that no market forecast can match for immediacy.
275M
commits processed per week
on pace for 14 billion by year-end — a 14× explosion driven by AI agents
4× ↑
AI-opened pull requests
4M (Sept 2025) → 17M (Mar 2026) in just six months
24×
token consumption by 2030
Goldman Sachs projects 120 quadrillion tokens per month globally
The Enterprise Platforms Are Already There
Skeptics point to demos and pilots. The revenue numbers from the three largest enterprise software platforms point somewhere else entirely.
ServiceNow's own data crystallises the dynamic: replacing a 20-person support team with Now Assist does not shrink the ServiceNow contract — it grows total spend fivefold. Agents don't commoditise the platform; they deepen the dependency.
The Protocol That Changes Everything
The key unlock Jensen highlighted is MCP — the Model Context Protocol. It is the interface layer that makes software agent-readable — effectively becoming the HTTP of agentic computing.
The Strategic Question Has Shifted
For talent and technology leaders, the question is no longer whether to adopt AI — it is whether your platforms are agent-ready. The organisations that build that infrastructure now will compound their advantage at machine speed.
Software companies with native MCP support are plugged into the agent economy. Those still waiting are one product cycle away from becoming invisible to the fastest-growing category of software user in history.
The organisations that build agent-ready infrastructure now will compound their advantage at machine speed. The window to act is not closing — but it is not staying open forever either.
Ready to build your agent-ready talent infrastructure?
RightTalents helps enterprises identify and place the talent needed to compete in the agentic era.
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