The Agentic AI Gold Rush Is Here, and I've Seen This Movie Before
OpenAI, NVIDIA, and the Linux Foundation are all betting big on AI agents. History suggests we should pump the brakes.
Crédit photo: Lottie animation by Centre Robotics (LottieFiles Free, used with credit). · source
Is agentic AI the next big thing, or is this the self-driving car hype cycle all over again?
I've been covering tech long enough to recognize the pattern. A genuinely interesting technology emerges, the big players rush to stake their claims, foundations get formed, standards get proposed, and everyone starts talking about how this will change everything. Then reality sets in. Sometimes the technology delivers (eventually, years late, scaled back). Sometimes it doesn't. The question with agentic AI isn't whether it's real, it's whether the current frenzy matches what the technology can actually do right now.
Let me walk you through what's happening, because it's moving fast.
The foundation play. OpenAI just co-founded something called the Agentic AI Foundation, housed under the Linux Foundation. They're donating something called AGENTS.md, which is basically a proposed standard for how AI agents should communicate and behave. The pitch is "open, interoperable standards for safe agentic AI." That sounds great! Open standards usually are great. But I've watched enough standards battles to know that "open" often means "open in a way that happens to benefit the company proposing it." Call me old-fashioned, but when the biggest player in a space proposes the standard everyone should follow, I get a little skeptical.
The timing is interesting too. OpenAI isn't doing this out of pure altruism (companies rarely do). They're doing it because the agentic AI space is about to get crowded, and whoever sets the standards has a significant advantage. It's smart strategy. Whether it's good for the broader ecosystem remains unclear.
Meanwhile, at NVIDIA. Over in Santa Clara, NVIDIA is pushing its own vision. They're highlighting Hermes Agent, an open source framework that apparently crossed 140,000 GitHub stars in under three months. That's a lot of stars! Though I should note that GitHub stars are a somewhat fuzzy metric, they don't necessarily translate to actual production use. The framework is designed to run on NVIDIA's RTX PCs and their new DGX Spark hardware. So again, "open source" that happens to work best on one company's silicon. I'm not saying that's bad, NVIDIA makes great hardware, but let's be clear-eyed about the incentives here.
NVIDIA is calling this "self-improving AI agents," which is the kind of phrase that sounds either exciting or terrifying depending on your disposition. The basic idea is that these agents can learn from their mistakes and get better over time without explicit retraining. In theory, this is how you get from today's somewhat clunky AI assistants to something that can actually handle complex, multi-step tasks reliably. In practice, well, we don't know yet. The demos look impressive. Demos always look impressive.
Sources
- Hermes Unlocks Self-Improving AI Agents, Powered by NVIDIA RTX PCs and DGX Spark· NVIDIA Blog — AI & Robotics
- OpenAI co-founds Agentic AI Foundation, donates AGENTS.md· OpenAI Blog
- The next evolution of the Agents SDK· OpenAI Blog
- Accenture and OpenAI accelerate enterprise AI success· OpenAI Blog
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