Nvidia CEO Jensen Huang: Markets Misunderstand AI's Impact on Software

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Nvidia CEO Jensen Huang: Markets Misjudge AI Threat to Software Firms

The company’s data centre division remained the primary growth driver, with revenue in that segment reaching a record $62.3 billion for the quarter, up 75 per cent year-on-year and 22 per cent from the previous quarter.

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Storyboard•26-02-2026, 10:45

Nvidia CEO Jensen Huang: Markets Misjudge AI Threat to Software Firms

•Nvidia CEO Jensen Huang states markets misread AI threat to software companies, hours after strong quarterly results.
•Huang believes software firms like ServiceNow will use AI agents to accelerate operations, not be displaced.
•He predicts AI will continue to improve, marking a decisive turning point with agentic AI and autonomous agents.
•Rapid adoption of tools like Claude and Codex shows AI generating significant returns, reshaping the software industry.
•Nvidia reported Q4 revenue up 73% to $68.1 billion, with net profit nearly doubling, driven by AI chip demand.

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Founded in 1993 by Jensen Huang, Curtis Priem and Chris Malachowsky, Nvidia is a leading global manufacturer of high-end GPUs. Headquartered in Santa Clara, it holds over 80% of the global GPU semiconductor market. With a market cap of $4,392.22 billion (as of November 24), it remains a dominant force in chipmaking.

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