Nvidia and Alphabet Emerge as Leaders in Agentic AI

Jensen Huang and Google's Project Mariner point to the arrival of AI agents capable of autonomous action.

Mar. 14, 2026 at 3:05pm

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Nvidia CEO Jensen Huang recently declared that the "agentic AI inflection point has arrived," referring to AI programs capable of acting on their own. Nvidia's Omniverse platform is positioning the company as a leader in this new frontier of AI, allowing for the development of digital twins and robotics simulations. Meanwhile, Alphabet's Project Mariner AI agent can already browse the web and interact with websites autonomously on behalf of users. With Alphabet's financial strength and the integration of Mariner into the dominant Chrome browser, the company is poised to become the dominant force in agentic AI.

Why it matters

The rise of agentic AI, where AI programs can take autonomous actions on behalf of users, represents a significant milestone in the development of artificial intelligence. This technology has the potential to revolutionize how we interact with digital systems, from automating routine tasks to enabling more advanced human-AI collaboration. Nvidia and Alphabet's leadership in this space could shape the future of AI-powered services and applications.

The details

Nvidia's Omniverse platform is designed to allow AI developers to create digital twins and simulate robotics, providing a training ground for agentic AI programs to learn how to bridge the gap between the digital and physical worlds. Meanwhile, Alphabet's Project Mariner AI agent can already perform tasks like buying tickets and navigating websites on behalf of users, showcasing the current capabilities of agentic AI. Alphabet's financial strength and the integration of Mariner into the dominant Chrome browser position the company as a formidable player in the agentic AI market.

  • In February 2026, Nvidia CEO Jensen Huang declared that the "agentic AI inflection point has arrived".
  • Alphabet rolled out its Project Mariner AI agent in late December 2024 and upgraded it in May 2025 to run 10 or more simultaneous tasks.
  • In Q4 and full-year 2025, Alphabet grew its revenue 15% over 2024 to $402.8 billion and its diluted EPS 34.4%.

The players

Nvidia

An American technology company that designs graphics processing units (GPUs) used in the development of advanced AI programs.

Alphabet

The parent company of Google, which has emerged as a leader in AI development with its Gemini program and the Project Mariner AI agent.

Jensen Huang

The CEO of Nvidia, who recently declared that the "agentic AI inflection point has arrived".

Project Mariner

Alphabet's AI agent that can browse the web and interact with websites on behalf of users.

Gemini

Alphabet's large language model (LLM) program that is expected to overtake ChatGPT as the second most popular LLM on the market.

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What they’re saying

“We must not let individuals continue to damage private property in San Francisco.”

— Robert Jenkins, San Francisco resident (San Francisco Chronicle)

“Fifty years is such an accomplishment in San Francisco, especially with the way the city has changed over the years.”

— Gordon Edgar, grocery employee (Instagram)

What’s next

The next goal of agentic AI is allowing AI programs to interact with the physical world, and Nvidia's Omniverse platform is positioning the company as a leader in this area by enabling the development of digital twins and robotics simulations.

The takeaway

The rise of agentic AI, where AI programs can take autonomous actions on behalf of users, represents a significant milestone in the development of artificial intelligence. Nvidia and Alphabet's leadership in this space could shape the future of AI-powered services and applications, with the potential to revolutionize how we interact with digital systems.