Interview record

Nvidia CEO Jensen Huang on AI's pressure on software stocks

Jensen Huang

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Source and provenance

Source: YouTube

Date: February 26, 2026

Participants: Jensen Huang

Record ID: iri_01KJBKXJ005EYSZ8ZMHW0C0KX6

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Summary

Nvidia CEO Jensen Huang pushes back on fears around Agentic AI, saying the pressure on software stocks is based on a “deep misunderstanding.” According to Huang, AI agents aren’t a threat to productivity — they're about to accelerate it.

Topics: AI, investing, technology

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Jensen Huang

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Nvidia CEO Jensen Huang pushes back on fears around Agentic AI, saying the pressure on software stocks is based on a “deep misunderstanding.” According to Huang, AI agents aren’t a threat to productivity — they're about to accelerate it.