Nvidia CEO Jensen Huang discussed the company's earnings and revenue guidance with CNBC's Becky Quick. He also shared his views about the rise of agentic systems in various industries and argued that AI will complement, not replace, existing software tools, predicting increased tool usage. Huang also defended Nvidia's market position.

Analysts remain bullish on Nvidia given strong AI capex expected this year, healthy AI compute demand and the stock's valuation relative to hyperscaler peers.

Nvidia just released Q4 and FY 2026 results showing another blowout, beating guidance on nearly every metric.

Revenue totaled $68.1 billion, up 73% from a year earlier.

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.

Nvidia CEO Jensen Huang discussed the company's earnings and revenue guidance with CNBC's Becky Quick. He also shared his views about the rise of agentic systems in various…

Nvidia CEO Huang told CNBC that software will not be displaced by artificial intelligence.