Nvidia and ServiceNow position AI agents as a $50 trillion opportunity in physical industries, with governance and security as the centerpiece

Jensen Huang told ServiceNow's Knowledge 2026 conference that agentic AI will transform manufacturing, warehousing, and logistics—industries worth $50 trillion that have remained largely untouched by software. He stated: 'The entire manufacturing line will be operated by robots, managed by more robots, and the entire factory is a robot.'

ServiceNow announced the AI Control Tower (a unified governance layer for visibility into AI agents and workflows across an enterprise), Project Arc (a secure sandbox for autonomous agents developed with Nvidia), Otto (an AI-native interface across enterprise systems), and Action Fabric (which lets AI agents execute workflows, not just recommend them). Huang noted compute needed for agentic AI has increased 1,000% compared to generative AI just two years ago.

FedEx, which executes 5 million ServiceNow workflows per month, identified $1.8 trillion in inefficiency in global supply chains. Its CDIO stated the company treats AI agents as a digital workforce requiring the same governance rigor and policies as its 800,000 human employees.