The Million-Scale Gap of Coding Agents

Jensen Huang has been making bold claims these past two years—"the age of agentic AI has arrived," "trillion-dollar opportunities." In October last year, he said every NVIDIA engineer was using Cursor. At this year's GTC, he painted a picture of 75,000 humans paired with 7.5 million agents. It sounds like coding agents are already everywhere. I checked the actual numbers. The Numbers Are Surprising Claude.ai has roughly 10–20 million monthly active users. Third-party estimates put Claude Code's