Ever seen a temple built into a cliff?  Perched at 4,400 meters, Drak Yerpa is a well-known pilgrimage and travel site in #Lhasa#, #Xizang# Autonomous Region, attracting hundreds of thousands of visitors each year.

Every software company just got a second life and Jensen just explained why (Save this). The conventional fear was straightforward, AI agents replace human workers, human workers use software tools, therefore agents destroy SaaS. Jensen Huang stood on stage at Computex 2026 and walked through exactly why that logic is backwards. Agents don't replace software, they consume it at machine speed, around the clock, without weekends. Here's the actual architecture Jensen laid out. An agent isn't just a large language model but rather an LLM sitting inside a harness that manages memory, orchestrates tool use, routes context, and plans iterative actions. That harness has to constantly call tools, spreadsheets, databases, browsers, and code engines, with every reasoning loop triggering another tool call. A human might use Salesforce 40 hours a week, an agent running inside a company uses it 168 hours a week and never misses a context window. The GitHub data Jensen showed on stage makes it tangible, 90 million pull requests merged, 1.4 billion commits, and 20 million new repositories created every month. As of April 2026, GitHub is processing 275 million commits per week on pace for roughly 14 billion by year end, a 14x explosion in a single year and AI agents are the source. Pull requests opened by AI agents went from 4 million in September 2025 to 17 million in March 2026 more than 4x in six months. That's AI becoming the largest software user on earth. Goldman Sachs quantified the downstream effect last month, token consumption is expected to multiply 24x by 2030, reaching 120 quadrillion tokens per month globally. A traditional chatbot consumes roughly 1,000 tokens per session, an embedded copilot burns 5,000 tokens per day while a continuously running enterprise agent? Over 100,000 tokens per day. The software companies that figured this out first are already printing money, Salesforce Agentforce hit $800 million ARR growing 169% year over year, with 29,000 deals closed. ServiceNow's Now Assist crossed $600 million in ACV, just raised its full year target to $1.5 billion, and told investors that when its agents replace a 20-person support team, total ServiceNow spend by that customer grows more than 5x even after accounting for reduced seat licenses. Workday delivered 1.7 billion AI actions across its platform in fiscal 2026. The key unlock Jensen pointed to and what investors need to understand is MCP, the model context protocol is the interface layer that makes software agent-readable. Software that supports MCP can be called by any agent, from any model, through any harness. Anthropic created it, OpenAI, Microsoft, and Google all adopted it and it was donated to the Linux Foundation. It is effectively becoming the HTTP of agentic computing. Software companies with native MCP support are plugged into the agent economy. Software companies still waiting are one product cycle away from becoming invisible to the fastest-growing category of software users in history.

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Everspin Technologies (Nasdaq: $MRAM): The Memory Company Powering AI, Defense, and Mission-Critical Infrastructure When data loss is unacceptable — in industrial equipment, autonomous vehicles, data centers, or defense systems — MRAM is the solution. Everspin Technologies is the world's leading developer and manufacturer of Magnetoresistive Random Access Memory, a non-volatile memory technology that combines the speed of DRAM with the persistence of flash. Why investors will be tuning in: • Defense validation: the $40M US prime contractor contract signals institutional confidence • On-shore manufacturing: Everspin's Microchip partnership positions it within the domestic semiconductor supply chain push • AI edge exposure: MRAM's persistence and speed make it a natural fit for edge AI systems where data integrity is non-negotiable President & CEO Sanjeev Aggarwal and CFO Bill Cooper present at 11:00 AM ET on June 10. Register free: $MRAM $ALGM $LSCC $GIST $MPWR $PRSO $CEVA