Jensen Huang: Notion That AI Will Replace Software Companies Is Illogical
Jensen Huang · The AI chip squeeze, Dirty Soda mania, OCC approves Palmer Luckey’s Erebor | Diet TBPN · Feb 7, 2026 · at 25:17
Jensen Huang was not on this episode. A recording of them was played into it, so these are their words but not an appearance on TBPN. It still counts as said, and it is kept out of every score on their page.
Nvidia CEO Jensen Huang responds to market concerns that autonomous AI agents will disrupt and destroy traditional enterprise software companies.
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“There's this notion that the tool in the software industry is in decline. And we've replaced by AI. You could tell because there's a whole bunch of software companies whose stock prices are under a lot of pressure because somehow AI is going to replace them. It is the most illogical thing in the world, and time will prove itself.”
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