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Nvidia's CEO Sees Software Instances “Skyrocketing” — A Shift Investors Can't Ignore [Yahoo! Finance]
Last nvidia corporation earnings: 2/13 04:20 pm
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US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
Nvidia CEO Jensen Huang believes software instances will “skyrocket” as agents proliferate, contradicting market pessimism about SaaS disruption. AI agents will rely on established software platforms rather than replace them, creating expanded demand for AI-native software solutions from companies with deep pockets, data advantages, and strong competitive positions. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE There were so many takeaways from the sitdown between Nvidia NASDAQ:NVDA ) CEO Jensen Huang and Dwarkesh Patel. The interview got quite heated towards the end, to say the least. But Huang did say that he was "enjoying it," as Dwarkesh threw some pretty difficult questions at the man many consider to be the face of the AI revolution. In any case, Jensen Huang's remarks on the state of software and the impact that the rise of AI agents will have were most interesting. Indeed, it's no mystery as to where the great Jensen Huang stan
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