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Nvidia’s Jensen Huang says markets ‘got it wrong’ on AI threat to software companies
Investors had grown weary that the massive run-up in spending on AI hardware might not be sustainable, stoking fears of a bubble building in the sector.
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fortune.com
In Nvidia we trust: ‘The agentic AI inflection point has arrived,’ says CEO Jensen Huang | Fortune
Nvidia just released Q4 and FY 2026 results showing another blowout, beating guidance on nearly every metric.
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cnbc.com
Nvidia’s Jensen Huang says markets ‘got it wrong’ on AI threat to software companies
Investors had grown weary that the massive run-up in spending on AI hardware might not be sustainable, stoking fears of a bubble building in the sector.
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Market watchers back Jensen Huang's view that investors are 'wrong' on SaaSpocalypse
Nvidia CEO Huang told CNBC that software will not be displaced by artificial intelligence.