@JensenHuang's two predictions for 2027
at
@FireworksAI_HQ forge
1. security depends on two things: open models plus a contained runtime
- "next year we’re going to realize this one piece of software, which is a secure runtime, completely revolutionized AI...not because of what it can do, how we can safely deploy it"
- treat agents like a new hire: minimal rights, always monitored, kill switch.
- pair with strong open models (and open shell) so security isn’t one central point of failure.
- open models enable “distributed self defense”
- companies aren’t blocked on capability, they’re blocked on trust - which matters even more when agents start touching hardware
2. "hardware in the loop" is the next big frontier
- “the second big breakthrough for the industry”
- telecom: millions of radios already deployed, which could get far more spectrally efficient once agents control them
- drug discovery: instruments from Thermo Fisher and others plus robot arms from KUKA and ABB, connected into one agentic system
- manufacturing: eventually an entire fab where an agent runs every instrument
- "an entire fab is really going to become agentic”
- the bottleneck moves from the model to integration - a big opening for whoever builds the connective layer