tech
February 26, 2026
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.
TL;DR
- Nvidia CEO Jensen Huang believes markets are wrong about AI's threat to software companies.
- Huang expects AI agents to use existing software tools, enhancing efficiency and productivity.
- Nvidia reported strong Q4 earnings and provided an upbeat sales forecast, citing high AI demand.
- Recent investor sentiment has focused on fears of an AI hardware bubble and a decline in software stock values.
- Some analysts predict significant disruption and company failures in the software space due to AI.
- Others, like Jim Cramer, suggest software companies have the ability to adapt and survive.
- Nvidia's stock rose in extended trading following the earnings report.
Continue reading the original article