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26 Feb 2026
Nvidia’s Jensen Huang says markets ‘got it wrong’ on AI threat to software companies
Summary
Nvidia CEO Jensen Huang believes markets have overestimated the threat of AI to software companies. He argues that AI agents will utilize existing software tools like ServiceNow and Excel to enhance productivity, rather than replace them. While acknowledging the potential for disruption, Huang emphasizes the importance of existing tools in the AI-driven landscape.