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Will 2025 be the year of artificial intelligence (AI) agents? Nvidia CEO Jensen Huang thinks so.

Will 2025 be the year of artificial intelligence (AI) agents? Nvidia CEO Jensen Huang thinks so.

Listening to what industry leaders are saying about the future of artificial intelligence (AI) is essential to succeed as an investor. One of the leaders in AI is NvidiaIt is (NASDAQ:NVDA) CEO and Founder, Jensen Huang. Because Nvidia makes the hardware that powers these AI models, Huang has a good sense of the pulse of the industry and has identified a key trend: agentic AI.

This is the next step towards integrating AI and using it for practical purposes. But what are AI agents and how can investors benefit from them? Investing in Nvidia is a great place to start.

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AI agents will become common in 2025

Huang spoke about AI agents at the recent CES show in Las Vegas. During a question-and-answer session, he said: “I think this year we’re going to see it take off.”

AI agents can be deployed to do mundane work that people often do. Examples could include data entry, interacting with customers, or maintaining inventories. Fundamentally, AI goes beyond simple chat interaction. AI agents will be able to perform multi-step tasks that require reasoning rather than just strict knowledge.

Nvidia offers tools for creating AI agents, which it calls blueprints. When customers create these agents on Nvidia’s platform, they essentially become long-term customers of Nvidia, which is essential for generating continued sales. Nvidia’s platform has long been the standard in the AI ​​world, and the launch of an agentic AI platform only strengthens its position.

After Nvidia stock’s dominance over the past few years, investors would be forgiven if they thought Nvidia stock’s upside was limited. However, Nvidia is still experiencing massive growth and investors can still make solid profits by investing in the stock today.

The stock still has room to rise thanks to its strong growth

For fiscal year By 2026 (ending January 2026, covering most of 2025), Wall Street analysts expect Nvidia’s revenue to grow 52% year over year. That’s incredible, considering Nvidia is expected to grow its revenue from $129 billion to nearly $200 billion. With this level of giant growth in mind, Nvidia remains one of the best ways to invest in AI because it doesn’t force you to pick a winner. Many AI software companies will build their models on Nvidia’s hardware infrastructure.

Many companies will create AI agents on Nvidia’s platform. Some will create them for internal use, while others will build them to sell to their clients. This neutrality makes Nvidia a promising investment, even if it has had an incredible run in recent years.

From a valuation perspective, Nvidia is no longer as expensive as it once was. The growth in Nvidia’s activity is catching up with the stock’s valuation.

NVDA PE Ratio ChartNVDA PE Ratio Chart

NVDA PE Ratio Chart

NVDA Price/Earnings Ratio data by Y Charts

At 55 times current profitsNvidia stock isn’t that expensive relative to its expected growth over the next few months. Given this great technological counterpart Amazon trades at a current price-to-earnings (P/E) ratio of 48, Apple at a P/E of 40, and Microsoft with a P/E of 35, Nvidia stock doesn’t seem that expensive.

Nvidia will continue to see strong growth in 2025, in part thanks to AI agents. This will be a massive trend and Nvidia is one of the best ways to invest in it. Investors should continue to look ahead with Nvidia, because anchoring to a past price level won’t do you any good. Nvidia remains a safe bet, and the AI-driven growth story is far from over. Investors can still make a lot of money from it.

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John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Keithen Drury has positions on Amazon and Nvidia. The Motley Fool holds positions and recommends Amazon, Apple, Microsoft and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Mad Motley has a disclosure policy.