Nvidia CEO Jensen Huang Says ‘Market’s Got It Wrong’ on Software – Here’s Why

Nvidia CEO Jensen Huang stated in a CNBC interview that investors are mistaken about the impact of agentic AI on enterprise software, suggesting that AI agents will drive increased usage of existing platforms rather than replacing them. Huang argues that large software companies like ServiceNow are well-positioned to build specialized AI agents that run on their established systems. He views software as the fundamental tool that these intelligent AI agents will utilize on behalf of human workers to boost productivity. Huang provided an internal example at Nvidia, noting that the proliferation of digital employees necessitates the use of more tools, such as C compilers and Python programs, leading to an overall increase in tool consumption. This perspective challenges the narrative that agentic AI will cannibalize current enterprise software demand.

(Source：CapitalAI Daily)