Apple's Agentic Moment Is Here - But It Isn't Siri

2026-03-06 11:45:15 ET

AI agents have gained popularity in recent months, following the viral sensation ushered by OpenClaw’s debut in late 2025, as well as Anthropic’s (ANTHRO) more recent release of Claude Cowork that’ve collectively proven disruptive to the broader software sector. Accelerating adoption in recent months has even drawn acknowledgement by Nvidia ( NVDA ) CEO Jensen Huang during his company’s latest earnings update , citing adoption of the technology has reached an inflection point:

Frontier agentic systems have reached an inflection point. Claude Code, Claude Cowork and OpenAI Codex have achieved useful intelligence. Adoption is skyrocketing and tokens are profitable, driving extreme urgency to scale up compute.

Source: Nvidia Q4 FY 2026 Earnings Call Transcript.

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