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Nvidia CEO Jensen Huang said Wednesday markets have miscalculated the AI threat to software companies in an interview hours after the chip behemoth issued an upbeat sales forecast on strong AI demand.
“I think the markets got it wrong,” Huang said. “Nobody’s going to service better than ServiceNow, and they’re going to come up with agents that are really fine-tuned and optimized for the work that uses the tools that they have.”
“In the end, we need the tools to finish their work and put the information back in a way that we can understand,” he told CNBC’s Becky Quick.
Nvidia’s revenue for the fiscal fourth quarter climbed 73% to $68.13 billion from a year earlier, beating analysts’ estimates for $66.21 billion.
