The cryptocurrency market is witnessing a sharp rally in AI-linked tokens fueled by an optimistic outlook from Nvidia CEO Jensen Huang. While addressing the crowd at the GTC conference in San Jose, Huang declared that “the agentic AI inflection point has arrived,” signaling a shift toward autonomous AI systems that can act and transact independently.
Huang outlined the next phase of Nvidia’s dominance, unveiling the Vera Rubin AI platform. Most notably, he doubled the company’s previous financial outlook, projecting a $1 trillion cumulative revenue opportunity for AI infrastructure through 2027.
The Agentic Revolution
CEO Jensen Huang has doubled his projection for Nvidia’s cumulative revenue, raising the bar from $500 billion to $1 trillion through 2027. This shift signals the company’s intent to maintain its status as the global “AI bellwether”. As the world’s primary supplier of AI infrastructure, Nvidia’s forecast serves as a massive validation for the growth of agentic AI, systems that do not just generate content but execute complex, multi-step tasks.
Huang unveiled one of Nvidia’s most ambitious projects, the Vera Rubin platform. Named after the American astronomer who confirmed the existence of dark matter, the platform is specifically designed for the era of agentic AI. Huang revealed that the Vera Rubin platform is ten times more efficient than the previous Blackwell generation. This was made possible with the integration of the Vera CPU, which is optimized for multitasking and “long-context” memory that agents require to reason through human-like workflows.
The Nvidia Effect Moves the Market
Following Huang’s keynote, the “Nvidia Halo Effect” rippled through the digital asset markets, with AI-linked cryptocurrencies outperforming the broader market. With a dramatic intraday surge of more than 20%, the rally was led by the Artificial Superintelligence Alliance (FET). As a project focused on building a decentralized marketplace for autonomous agents, FET is widely considered the software counterpart to Nvidia’s hardware.
Another major beneficiary was NEAR Protocol (NEAR), which climbed more than 10%, a notable price level since late January. NEAR has positioned itself as the foundational “blockchain for AI,” specifically serving as the settlement and execution layer where autonomous agents can transact without human intervention.
Other top gainers include Worldcoin (WLD), the digital identity-focused crypto project co-founded by OpenAI CEO Sam Altman, and Grass (GRASS), a decentralized network that allows users to monetize unused bandwidth. Also, Grass (GRASS), a decentralized network that lets users monetize unused internet bandwidth to train AI models, surged 13% to its highest price level in 2026.
The Impact of Agentic AI on the Market
Nvidia’s $1 trillion revenue projection is far more than just a financial milestone for a single company. As the world’s primary provider of AI infrastructure, CEO Jensen Huang’s forecast underlines the rapid acceleration of Agentic AI. Every major tech firm is trying to become a frontrunner in the “AI arms race,” with many doubling their capital expenditure (CapEx) to focus on their AI projects, including Meta and Tesla.
The long-term market outlook suggests that the AI-linked tokens will experience sustained growth as they provide the decentralized identity and payment layers these autonomous agents require. Ultimately, as the world moves from generative AI to Agentic AI, the protocols that facilitate this autonomy are expected to become the primary drivers of the next market cycle.
