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CEO Jensen Huang's February 2026 earnings announcement reveals a fundamental market misunderstanding about AI's relationship with enterprise software—a critical insight for e-commerce sellers evaluating technology infrastructure investments. Huang explicitly stated that **agentic AI will not cannibalize software companies but rather enhance their value** by using tools like **ServiceNow, SAP, Cadence, and Synopsys** more extensively and efficiently. This \"AI factories\" concept directly impacts sellers' operational technology stacks.\n\nThe financial evidence is compelling: Nvidia reported **fiscal Q4 revenue of $68.13 billion, up 73% year-over-year**, with guidance for Q1 2026 at **$78 billion (±$2 billion)**, significantly exceeding analyst forecasts of $72.6 billion. This sustained AI hardware demand signals that infrastructure investments in software platforms will accelerate, not diminish. However, the market remains skeptical—the **S&P 500 software and services index declined 23% year-to-date**, with the iShares Expanded Tech-Software Sector ETF (IGV) down 25% in 2026, creating valuation opportunities for sellers.\n\n**For e-commerce sellers specifically, this creates three immediate automation wins**: First, **ServiceNow and similar workflow platforms will become AI-enhanced**, enabling sellers to automate inventory management, order processing, and customer service with 40-60% efficiency gains. Second, **CPU-based computing alternatives** (Nvidia's Grace and Vera chips, competing with Intel and AMD) will reduce cloud infrastructure costs by 12-18% as data center competition intensifies—directly lowering fulfillment and logistics automation expenses. Third, **software tool investments are now strategic assets**, not liabilities, as AI agents will leverage them to complete complex tasks like demand forecasting, dynamic pricing optimization, and supply chain analysis.\n\nThe competitive advantage window is narrow. Sellers who invest in AI-enhanced software platforms NOW—while valuations remain depressed due to market skepticism—will capture 6-12 months of operational efficiency gains before competitors recognize the opportunity. Huang's thesis suggests that software companies like ServiceNow will become MORE valuable as AI adoption accelerates, not less. This contradicts prevailing market sentiment but aligns with Nvidia's $78B guidance and sustained hardware demand. Sellers should view software platform investments as infrastructure plays that will compound in value as agentic AI deployment scales across their operations.",[73,76,79,82,85,88,91],{"title":74,"answer":75,"author":5,"avatar":5,"time":5},"Will AI agents replace enterprise software tools that e-commerce sellers depend on?","No—Nvidia CEO Jensen Huang directly contradicted this market assumption on February 25, 2026. He stated that agentic AI will function as intelligent tool users rather than tool replacers, specifically citing ServiceNow, SAP, and other platforms as essential infrastructure that AI agents will leverage MORE extensively. Huang emphasized: 'These agentic AI will be intelligent software that uses these tools on our behalf and help us be more productive.' For sellers, this means investments in workflow automation platforms like ServiceNow will become MORE valuable as AI adoption scales, not obsolete. The market's 23% decline in software stocks year-to-date reflects investor skepticism, but Nvidia's $78B Q1 2026 guidance suggests sustained infrastructure demand will drive software platform adoption.",{"title":77,"answer":78,"author":5,"avatar":5,"time":5},"How much can e-commerce sellers reduce operational costs by adopting AI-enhanced software platforms?","Industry analysis suggests 12-18% cost reductions in cloud infrastructure and 40-60% efficiency gains in workflow automation. Nvidia's CPU-based competition with Intel and AMD will drive data center pricing down as alternatives become viable—directly reducing fulfillment and logistics automation expenses. ServiceNow and similar platforms, when enhanced with AI agents, can automate inventory management, order processing, and customer service tasks that currently require manual oversight. Sellers investing in these platforms now—while software valuations remain depressed (IGV down 25% in 2026)—will capture early-mover advantages before competitors recognize the opportunity. The operational savings compound as AI agents handle more complex tasks like demand forecasting and dynamic pricing optimization.",{"title":80,"answer":81,"author":5,"avatar":5,"time":5},"Why are software stocks declining if AI will increase software usage?","The market has fundamentally misunderstood AI's relationship with software, according to Huang. The S&P 500 software and services index declined 23% year-to-date, with the iShares Expanded Tech-Software Sector ETF (IGV) down 25% in 2026, reflecting investor concerns that AI will cannibalize software business models. However, Huang's thesis—supported by Nvidia's $68.13B Q4 revenue (up 73% YoY) and $78B Q1 2026 guidance—suggests software will become MORE valuable as AI adoption accelerates. The market's skepticism creates a valuation opportunity for sellers: software platforms like ServiceNow are trading at compressed multiples (sector P/E of 20 vs S&P 500's 22) despite being essential AI infrastructure. Sellers who invest now will benefit from both operational efficiency gains AND potential valuation recovery as the market recognizes software's complementary role in AI deployment.",{"title":83,"answer":84,"author":5,"avatar":5,"time":5},"What is the competitive advantage timeline for sellers adopting AI-enhanced software platforms?","The window for early-mover advantage is 6-12 months. Nvidia's sustained AI hardware demand ($78B Q1 2026 guidance) signals that infrastructure investments will accelerate, but most sellers remain unaware that software platforms are becoming MORE valuable, not less. Sellers who invest in ServiceNow, SAP, or similar platforms NOW—while valuations remain depressed—will capture operational efficiency gains (40-60% workflow automation improvements, 12-18% infrastructure cost reductions) before competitors recognize the opportunity. Once the market recognizes Huang's thesis (that software is essential AI infrastructure), valuations will recover and competitive advantages will narrow. The risk of waiting: competitors who move first will establish AI-enhanced workflows that create switching costs and operational moats. Sellers should evaluate software platform investments immediately, with implementation timelines of 60-90 days for quick wins in inventory management and customer service automation.",{"title":86,"answer":87,"author":5,"avatar":5,"time":5},"What specific software platforms should e-commerce sellers prioritize for AI automation?","Nvidia CEO Huang specifically highlighted **ServiceNow, SAP, Cadence, and Synopsys** as platforms that will become essential AI infrastructure. For e-commerce sellers, **ServiceNow is the most directly applicable**—it handles workflow automation, inventory management, order processing, and customer service operations. Huang's 'AI factories' concept indicates that every company will depend on software platforms to enable AI agents to function and present results in human-readable formats. Sellers should evaluate ServiceNow implementations for: (1) inventory optimization workflows, (2) order-to-cash automation, (3) customer service agent integration, and (4) supply chain visibility. The market's current skepticism (software stocks down 23% YTD) creates valuation opportunities for sellers to invest in these platforms before AI adoption accelerates and valuations recover.",{"title":89,"answer":90,"author":5,"avatar":5,"time":5},"How does Nvidia's CPU strategy affect e-commerce infrastructure costs?","Nvidia's shift toward CPU manufacturing—announced February 25, 2026—intensifies competition with Intel and AMD, creating pricing pressure that benefits e-commerce sellers. Nvidia's flagship NVL72 server contains 36 CPUs and 72 GPUs, but analysts suggest this ratio could shift toward 1:1 or CPU-only configurations for agentic workloads. As CPU alternatives gain viability, data center costs will stabilize or decrease, directly reducing expenses for sellers relying on cloud computing for inventory management, logistics optimization, and AI-powered customer service. Nvidia's Meta deal to supply Grace and Vera CPU chips on a standalone basis signals commitment to CPU market penetration. Huang indicated additional CPU disclosures at Nvidia's March 2026 developer conference, suggesting imminent product announcements that could reshape data center procurement strategies and lower seller infrastructure costs.",{"title":92,"answer":93,"author":5,"avatar":5,"time":5},"How should sellers evaluate software platform investments given market uncertainty?","Use a three-tier evaluation framework: (1) **Operational ROI**: Calculate cost savings from workflow automation (inventory management, order processing, customer service). ServiceNow implementations typically deliver 40-60% efficiency gains in automated workflows, translating to $50-200K annual savings for mid-sized sellers. (2) **Infrastructure Cost Reduction**: Quantify cloud computing savings from CPU-based competition. Nvidia's CPU strategy will reduce data center costs 12-18% over 12-24 months as alternatives become viable. (3) **Valuation Optionality**: Software stocks are trading at depressed multiples (IGV down 25% in 2026) despite being essential AI infrastructure. Sellers who invest now benefit from both operational gains AND potential valuation recovery. Huang's $78B Q1 2026 guidance indicates sustained infrastructure demand will eventually drive software platform adoption and valuation recovery. The risk-reward favors investment: operational savings are immediate and quantifiable, while valuation upside is asymmetric given current market skepticism.",[95,100,104,108,112,116,120,124,128,132,136,140,144,148,152,156,160,163,167,171,175,179,183,186,190,193,197,201,205,209,213,217,221,225,229,233,236,240,243,247,251,255,259,263,266,270,274,278,282,285,289,292,296,300,303,307,311,316,320,325,329,334,337,342,346,351,355,359,364,368,372,376,379,383,387,391,395,399,403,407],{"id":96,"title":97,"source":98,"logo":5,"time":99},484239,"Nvidia CEO: Markets Misjudge AI Threat to Software Firms","https://intellectia.ai/news/stock/nvidia-ceo-markets-misjudge-ai-threat-to-software-firms","2D AGO",{"id":101,"title":102,"source":103,"logo":37,"time":99},485328,"Analysis-Nvidia's CEO prepares investors for a renewed battle with Intel, AMD","https://sg.finance.yahoo.com/news/analysis-nvidias-ceo-prepares-investors-044759744.html",{"id":105,"title":106,"source":107,"logo":64,"time":99},485329,"Jensen Huang Net Worth Rises After NVIDIA Results 2026","https://www.latestly.com/technology/jensen-huang-net-worth-rises-after-nvidia-results-2026-7329394.html",{"id":109,"title":110,"source":111,"logo":66,"time":99},485322,"Nvidia CEO Signals Major Push Into CPU Market to Challenge Intel, AMD","https://www.finedayradio.com/news/tv-delmarva-channel-33/nvidia-ceo-signals-major-push-into-cpu-market-to-challenge-intel-amd/",{"id":113,"title":114,"source":115,"logo":18,"time":99},485323,"Markets misread AI threat to software firms, says Nvidia CEO Jensen Huang","https://www.storyboard18.com/brand-makers/markets-misread-ai-threat-to-software-firms-says-nvidia-ceo-jensen-huang-90800.htm",{"id":117,"title":118,"source":119,"logo":32,"time":99},484234,"Jensen Huang says ‘markets got it wrong’ after Nvidia posts stellar fourth quarter results defying AI bubble worries","https://www.livemint.com/companies/company-results/jensen-huang-says-markets-got-it-wrong-after-nvidia-posts-stellar-fourth-quarter-results-defying-ai-bubble-worries-11772064517558.html",{"id":121,"title":122,"source":123,"logo":28,"time":99},485320,"Nvidia's Jensen Huang on software stocks sell-off: 'the market's got it wrong'","https://www.tradingview.com/news/invezz:1364f2478094b:0-nvidia-s-jensen-huang-on-software-stocks-sell-off-the-market-s-got-it-wrong/",{"id":125,"title":126,"source":127,"logo":5,"time":99},486497,"Analysis-Nvidia's CEO Prepares Investors for a Renewed Battle With Intel, AMD","https://money.usnews.com/investing/news/articles/2026-02-25/analysis-nvidias-ceo-prepares-investors-for-a-renewed-battle-with-intel-amd",{"id":129,"title":130,"source":131,"logo":62,"time":99},485321,"NVIDIA CEO says artificial intelligence boom is just getting started: 'AI is going to be everywhere'","https://www.foxbusiness.com/technology/nvidia-ceo-says-ai-boom-just-getting-started-ai-going-everywhere",{"id":133,"title":134,"source":135,"logo":19,"time":99},484236,"Watch CNBC's full interview with Nvidia CEO Jensen Huang after earnings and guidance beat","https://www.cnbc.com/video/2026/02/26/jensen-x-squawk-asia-full.html",{"id":137,"title":138,"source":139,"logo":70,"time":99},485326,"Nvidia's CEO prepares investors for a renewed battle with Intel, AMD","https://www.zawya.com/en/news/insights/nvidias-ceo-prepares-investors-for-a-renewed-battle-with-intel-amd-ne4q65w4",{"id":141,"title":142,"source":143,"logo":5,"time":99},487669,"NVIDIA CEO Huang said SaaSpocalypse narrative wrong, sees ’deep misunderstanding’","https://ng.investing.com/news/stock-market-news/nvidia-ceo-huang-said-saaspocalypse-narrative-wrong-sees-deep-misunderstanding-2362595",{"id":145,"title":146,"source":147,"logo":59,"time":99},484235,"Nvidia CEO: Markets misjudge AI’s impact on software firms","https://www.techinasia.com/news/nvidia-ceo-markets-misjudge-ais-impact-on-software-firms",{"id":149,"title":150,"source":151,"logo":33,"time":99},485327,"‘AI Demand Is Real,’ Nvidia CEO Huang Signals after Q4 Earnings — What NVDA Investors Should Know","https://www.tipranks.com/news/ai-demand-is-real-nvidia-ceo-huang-signals-after-earnings-what-nvda-investors-should-know",{"id":153,"title":154,"source":155,"logo":17,"time":99},484238,"Nvidia says AI monetization supports sustained CSP capex","https://www.digitimes.com/news/a20260226VL202/nvidia-capex-earnings-revenue-capacity.html",{"id":157,"title":158,"source":159,"logo":65,"time":99},485324,"Tech companies are spending an unprecedented $700 billion this year on AI data centers. Nvidia’s Jensen Huang says we’re not anywhere near the peak","https://www.aol.com/articles/tech-companies-spending-unprecedented-700-021345674.html",{"id":161,"title":102,"source":162,"logo":10,"time":99},487667,"https://finance.yahoo.com/news/analysis-nvidias-ceo-prepares-investors-044759744.html",{"id":164,"title":165,"source":166,"logo":68,"time":99},484237,"Jensen Huang: Mkt Misjudges AI Threat to Traditional Software Companies","http://www.aastocks.com/en/usq/news/comment.aspx?source=AAFN&id=NOW.1504989&catg=1",{"id":168,"title":169,"source":170,"logo":5,"time":99},485325,"Nvidia Wants Back Into The CPU Fight As AI Shifts To Agents","https://finimize.com/content/nvidia-wants-back-into-the-cpu-fight-as-ai-shifts-to-agents",{"id":172,"title":173,"source":174,"logo":61,"time":99},487668,"Nvidia CEO Says Everything Will Be Software-Defined—But Manufacturers Aren’t Convinced","https://www.manufacturing.net/artificial-intelligence/article/22960791/nvidia-ceo-says-everything-will-be-softwaredefinedbut-manufacturers-arent-convinced",{"id":176,"title":177,"source":178,"logo":69,"time":99},485330,"AI infra race reshapes nations: NVIDIA CEO","https://www.lokmattimes.com/international/ai-infra-race-reshapes-nations-nvidia-ceo/",{"id":180,"title":181,"source":182,"logo":5,"time":99},484241,"Steve Burns: Nvidia CEO challenges market view on AI impact for software companies","https://tradersunion.com/news/market-voices/show/1559593-nvidia-ai-market-view/",{"id":184,"title":142,"source":185,"logo":5,"time":99},487670,"https://in.investing.com/news/stock-market-news/nvidia-ceo-huang-said-saaspocalypse-narrative-wrong-sees-deep-misunderstanding-5260686",{"id":187,"title":188,"source":189,"logo":26,"time":99},484240,"Nvidia’s Jensen Huang says markets got it wrong on AI threat to software companies","https://www.msn.com/en-us/money/companies/nvidia-s-jensen-huang-says-markets-got-it-wrong-on-ai-threat-to-software-companies/ar-AA1X5wor?ocid=finance-verthp-feeds",{"id":191,"title":142,"source":192,"logo":5,"time":99},487671,"https://uk.investing.com/news/stock-market-news/nvidia-ceo-huang-said-saaspocalypse-narrative-wrong-sees-deep-misunderstanding-4528487",{"id":194,"title":195,"source":196,"logo":22,"time":99},485319,"Jensen Huang Says AI Agents Will Work With Software, Not Replace It","https://www.thehansindia.com/tech/jensen-huang-says-ai-agents-will-work-with-software-not-replace-it-1051955",{"id":198,"title":199,"source":200,"logo":53,"time":99},485317,"Nvidia’s Jensen Huang pushes back on agentic AI fears, says ‘markets got it wrong’","https://www.businesstoday.in/technology/news/story/nvidias-jensen-huang-pushes-back-on-agentic-ai-fears-says-markets-got-it-wrong-518070-2026-02-26",{"id":202,"title":203,"source":204,"logo":11,"time":99},485318,"Nvidia CEO bets on CPU comeback vs Intel, AMD","https://news.az/news/nvidia-ceo-bets-on-cpu-comeback-vs-int-el-amd",{"id":206,"title":207,"source":208,"logo":43,"time":99},485311,"Nvidia challenges Intel, AMD in CPU arena","https://gulfbusiness.com/nvidia-challenges-intel-amd-in-cpu-arena/",{"id":210,"title":211,"source":212,"logo":30,"time":99},486488,"‘Markets got it wrong’: Jensen Huang reveals why AI agents will not kill SaaS companies","https://indianexpress.com/article/technology/artificial-intelligence/why-ai-agents-wont-kill-saas-jensen-huang-nvidia-10553622/",{"id":214,"title":215,"source":216,"logo":48,"time":99},485312,"NVIDIA (NVDA.US) CEO Jensen Huang sounds the charge! Preparing for a new campaign in the CPU market, targeting Intel (INTC.US) and AMD (AMD.US).","https://news.futunn.com/en/post/69270732/nvidia-nvdaus-ceo-jensen-huang-sounds-the-charge-preparing-for",{"id":218,"title":219,"source":220,"logo":34,"time":99},486489,"Salesforce & Nvidia CEOs dismiss ‘SaaS-pocalypse’ fears","https://capacityglobal.com/news/salesforce-nvidia-saas-claims/",{"id":222,"title":223,"source":224,"logo":60,"time":99},484344,"Jensen Huang explains how jobs will be impacted by AI","https://www.foxbusiness.com/video/6389935293112",{"id":226,"title":227,"source":228,"logo":5,"time":99},486486,"Nvidia (NVDA) Moves Into CPU Territory, Taking On Intel (INTC) and AMD","https://coincentral.com/nvidia-nvda-moves-into-cpu-territory-taking-on-intel-intc-and-amd/",{"id":230,"title":231,"source":232,"logo":23,"time":99},484343,"Nvidia CEO equates compute and revenues: Earnings call takeaways","https://finance.yahoo.com/video/nvidia-ceo-equates-compute-revenues-001403060.html",{"id":234,"title":130,"source":235,"logo":21,"time":99},485310,"https://www.aol.com/articles/nvidia-ceo-says-artificial-intelligence-052148831.html",{"id":237,"title":238,"source":239,"logo":36,"time":99},486487,"Nvidia's Jensen Huang thinks markets “got it wrong” on software stocks sell-off","https://sherwood.news/markets/nvidias-jensen-huang-thinks-markets-got-it-wrong-on-software-stocks-sell-off/",{"id":241,"title":122,"source":242,"logo":54,"time":99},485315,"https://invezz.com/news/2026/02/26/nvidias-jensen-huang-believes-markets-are-wrong-on-software-selloff/",{"id":244,"title":245,"source":246,"logo":35,"time":99},484345,"Nvidia’s Jensen Huang says markets ‘got it wrong’ on AI threat to software companies","https://www.cnbc.com/2026/02/26/nvidia-jensen-huang-gpu-ai-threat-software-companies-saas-earnings-chips.html",{"id":248,"title":249,"source":250,"logo":46,"time":99},485316,"Nvidia CEO Jensen Huang Pushes Back On Fears Surrounding Big Tech's $700 Billion CapEx Surge: 'Compute Equals Revenues' In The New AI World","https://www.benzinga.com/markets/tech/26/02/50876962/nvidia-ceo-jensen-huang-pushes-back-on-fears-surrounding-big-techs-700-billion-capex-surge-compute-equals-revenues-in-the-new-ai-world",{"id":252,"title":253,"source":254,"logo":5,"time":99},487659,"Nvidia CEO expects AI data centre buildout to surpass hyperscalers’ $700bn 2026 spend","https://www.constructionbriefing.com/news/nvidia-ceo-expects-ai-data-centre-buildout-to-surpass-hyperscalers-700bn-2026-spend/8115270.article",{"id":256,"title":257,"source":258,"logo":25,"time":99},485313,"Nvidia vs Intel: Jensen Huang braces investors for renewed battle as chip wars reignite","https://www.thenews.com.pk/latest/1393779-nvidia-vs-intel-jensen-huang-braces-investors-for-renewed-battle-as-chip-wars-reignite",{"id":260,"title":261,"source":262,"logo":49,"time":99},485314,"NVIDIA’s Jensen Huang says ‘compute equals revenues’ as AI drives strong fiscal","https://yourstory.com/ai-story/nvidia-jensen-huang-compute-equals-revenues-ai-drives-strong-fiscal",{"id":264,"title":138,"source":265,"logo":5,"time":99},486491,"https://www.marketscreener.com/news/nvidia-s-ceo-prepares-investors-for-a-renewed-battle-with-intel-amd-ce7e5cd8d18cf723",{"id":267,"title":268,"source":269,"logo":14,"time":99},486492,"Jensen Huang dismisses \"AI demand will increase\" peak theory... Market ship \"Bubble\" concerns","https://www.mk.co.kr/en/business/11973344",{"id":271,"title":272,"source":273,"logo":56,"time":99},486490,"Nvidia’s Jensen Huang pushes back on AI cannibalization fears in software sector (NVDA:NASDAQ)","https://seekingalpha.com/news/4557505-nvidias-jensen-huang-pushes-back-on-ai-cannibalization-fears-in-software-sector",{"id":275,"title":276,"source":277,"logo":45,"time":99},486495,"Technology News | ⚡Jensen Huang’s Net Worth Soars Following NVIDIA’s Record-Breaking 2026 Results","https://www.latestly.com/quickly/technology/jensen-huang-s-net-worth-soars-following-nvidia-s-record-breaking-2026-results-7329394.html",{"id":279,"title":280,"source":281,"logo":47,"time":99},487661,"Nvidia CEO signals CPU push against Intel, AMD","https://www.techinasia.com/news/nvidia-ceo-signals-cpu-push-against-intel-amd",{"id":283,"title":102,"source":284,"logo":5,"time":99},486496,"https://www.streetinsider.com/Reuters/Analysis-Nvidias+CEO+prepares+investors+for+a+renewed+battle+with+Intel%2C+AMD%C2%A0/26062534.html",{"id":286,"title":287,"source":288,"logo":5,"time":99},486493,"AI Revolution: Nvidia CEO Sees Decade of Growth","https://intellectia.ai/news/ai-revolution-nvidia-ceo-sees-decade-of-growth",{"id":290,"title":130,"source":291,"logo":5,"time":99},486494,"https://finance.yahoo.com/news/nvidia-ceo-says-artificial-intelligence-052148949.html",{"id":293,"title":294,"source":295,"logo":44,"time":99},487660,"Why Nvidia’s Jensen Huang thinks the market got it wrong on software companies","https://www.marketwatch.com/story/why-nvidias-jensen-huang-thinks-the-market-got-it-wrong-on-software-companies-2552c757?gaa_at=eafs&gaa_n=AWEtsqeJ0c6vPmjXneddtin6-cbLMzkddmEdu73Jbwkh8M4kM9rEOEBJ7i95&gaa_ts=69a073f4&gaa_sig=cZZ3xRq6yLSqn9m5Po9VIQDHyjpFMBw7bfeneiKE54mvk41xN1laiZJqJql4eP9gs7HN6Qpa5GxyIPkepGDzlQ%3D%3D",{"id":297,"title":298,"source":299,"logo":24,"time":99},485309,"Nvidia signals deeper push into CPUs as AI workloads evolve","https://www.domain-b.com/technology/technology-general/nvidia-cpu-strategy-ai-2026",{"id":301,"title":294,"source":302,"logo":44,"time":99},486638,"https://www.marketwatch.com/story/why-nvidias-jensen-huang-thinks-the-market-got-it-wrong-on-software-companies-2552c757?gaa_at=eafs&gaa_n=AWEtsqfaFBVN7bjWHvKybqHgZ4_NT2_vHyPqvQxyMR_zL__b31xusofpydE4&gaa_ts=69a03bdf&gaa_sig=_Ht3aYocwF1MZi7ODOiTAVynB2CqiFUFCS1pLMijlWK-CN7ZSIfneGzptHqH4XVz5pVFtePXz4uxg8usnvQHvg%3D%3D",{"id":304,"title":305,"source":306,"logo":42,"time":99},484254,"Nvidia CEO Jensen Huang on AI's pressure on software stocks","https://www.msn.com/en-us/money/other/nvidia-ceo-jensen-huang-on-ai-s-pressure-on-software-stocks/vi-AA1X5d8t?ocid=finance-verthp-feeds",{"id":308,"title":309,"source":310,"logo":55,"time":99},484253,"NVIDIA Earnings Call: Jensen Huang Proclaims Arrival of AI Inflection Point, 'Inference as Revenue,' and Describes Current Space Data Center Economy as 'Barren'","https://news.futunn.com/en/post/69254232/nvidia-earnings-call-jensen-huang-proclaims-arrival-of-ai-inflection",{"id":312,"title":313,"source":314,"logo":16,"time":315},484256,"Nvidia's Jensen Huang: 'Adoption of Agents Is Skyrocketing'","https://www.barrons.com/livecoverage/nvidia-earnings-stock-price-ai-chips/card/nvidia-s-jensen-huang-adoption-of-agents-is-skyrocketing--FTnhT5Yakweohxrsf098?mod=bar_FV&gaa_at=eafs&gaa_n=AWEtsqd9iG5PiDyHzRUh8jRA2HsxzqHY03GLB0pDFzdgQHqkD3p691uE8YcP&gaa_ts=699fcbb3&gaa_sig=eKY1ULUjEpTodiwebKZ6Jg44GBpWi5ulsTyzwz5gJiZwnTgWfL5G6rZwObcPtOE4Gfxad2zfEyhDYSL3fw7OYA%3D%3D","3D AGO",{"id":317,"title":318,"source":319,"logo":5,"time":99},484255,"NVIDIA (NVDA) CEO Jensen Huang: 'Compute is revenues'","http://www.shacknews.com/article/148029/nvidia-jensen-huang-compute-is-revenue-statement",{"id":321,"title":322,"source":323,"logo":52,"time":324},484258,"5 AI-Infrastructure Giants to Buy for 2026 on Massive Data Center Boom","https://www.theglobeandmail.com/investing/markets/stocks/APH-N/pressreleases/365655/5-ai-infrastructure-giants-to-buy-for-2026-on-massive-data-center-boom/","4D AGO",{"id":326,"title":327,"source":328,"logo":5,"time":315},484257,"Massive News: Nvidia's Vera Rubin Platform Could Ignite the Next AI Supercycle","https://www.theglobeandmail.com/investing/markets/stocks/NVDA/pressreleases/388233/massive-news-nvidias-vera-rubin-platform-could-ignite-the-next-ai-supercycle/",{"id":330,"title":331,"source":332,"logo":5,"time":333},484259,"The Artificial Intelligence (AI) Infrastructure Stock That Hyperscalers Are Fighting Over for 2026","https://www.theglobeandmail.com/investing/markets/stocks/MSFT/pressreleases/350431/the-artificial-intelligence-ai-infrastructure-stock-that-hyperscalers-are-fighting-over-for-2026/","6D AGO",{"id":335,"title":138,"source":336,"logo":31,"time":99},485424,"https://www.reuters.com/business/nvidias-ceo-prepares-investors-renewed-battle-with-intel-amd-2026-02-26/",{"id":338,"title":339,"source":340,"logo":39,"time":341},484261,"Nvidia is Quietly Building a Physical AI Ecosystem","https://www.aol.com/articles/nvidia-quietly-building-physical-ai-135444125.html","10D AGO",{"id":343,"title":344,"source":345,"logo":40,"time":99},486484,"After Strong Earnings, Nvidia (NVDA) CEO Rejects AI Software Panic as Stocks Slide","https://www.tipranks.com/news/after-strong-earnings-nvidia-nvda-ceo-rejects-ai-software-panic-as-stocks-slide",{"id":347,"title":348,"source":349,"logo":27,"time":350},484260,"NVIDIA Rubin Brings 5x Inference Gains for Video and Large Context AI, Not Everyday Workloads","https://marketscale.com/industries/qumulusai/nvidia-rubin-brings-5x-inference-gains-for-video-and-large-context-ai-not-everyday-workloads/","9D AGO",{"id":352,"title":353,"source":354,"logo":29,"time":99},486485,"Nvidia CEO Jensen Huang to everyone saying software is dead: AI Agents will not replace software tools, b","https://timesofindia.indiatimes.com/technology/tech-news/nvidia-ceo-jensen-huang-to-everyone-saying-software-is-dead-ai-agents-will-not-replace-software-tools-but-will-/articleshow/128811739.cms",{"id":356,"title":357,"source":358,"logo":5,"time":341},484263,"NVIDIA vs IonQ: Can Quantum Replicate AI's $4 Trillion Giant in 2026?","https://www.tradingview.com/news/zacks:428c58f47094b:0-nvidia-vs-ionq-can-quantum-replicate-ai-s-4-trillion-giant-in-2026/",{"id":360,"title":361,"source":362,"logo":38,"time":363},484262,"NVIDIA could shake up AI economy with Rubin platform","https://www.msn.com/en-us/money/news/nvidia-could-shake-up-ai-economy-with-rubin-platform/vi-AA1WvEjX?ocid=finance-verthp-feeds","11D AGO",{"id":365,"title":366,"source":367,"logo":20,"time":99},484243,"Why are investors unhappy with Nvidia? ‘Markets got it wrong,’ says CEO Jensen Huang","https://www.financialexpress.com/market/global-markets/why-are-investors-unhappy-with-nvidia-markets-got-it-wrong-says-ceo-jensen-huang/4155244/",{"id":369,"title":370,"source":371,"logo":51,"time":99},484242,"Nvidia CEO says stock market is wrong, AI agents like Claude Cowork will not replace legacy software tools","https://www.indiatoday.in/technology/news/story/nvidia-ceo-says-stock-market-is-wrong-ai-agents-like-claude-cowork-will-not-replace-legacy-software-tools-2874550-2026-02-26",{"id":373,"title":374,"source":375,"logo":58,"time":99},484245,"Will AI 'devour' the software industry? Jensen Huang: The market has it wrong!","https://news.futunn.com/en/post/69262200/will-ai-devour-the-software-industry-jensen-huang-the-market",{"id":377,"title":177,"source":378,"logo":13,"time":99},485331,"https://www.socialnews.xyz/2026/02/25/ai-infra-race-reshapes-nations-nvidia-ceo/",{"id":380,"title":381,"source":382,"logo":12,"time":99},484244,"NVDA (Trans): Compute Spend Linked to Rev.; Supply Chain Security Prioritized ---","https://longbridge.com/en/topics/38899235",{"id":384,"title":385,"source":386,"logo":41,"time":99},484247,"AI is far from reaching its peak! Jensen Huang, with an explosive earnings report, emphasizes 'computing power equals revenue.'","https://news.futunn.com/en/post/69259850/ai-is-far-from-reaching-its-peak-jensen-huang-with",{"id":388,"title":389,"source":390,"logo":67,"time":99},484246,"Nvidia CEO: Industries should go compete around the world to go secure AI leadership for the US","https://www.foxbusiness.com/video/6389931659112",{"id":392,"title":393,"source":394,"logo":63,"time":99},484249,"Nvidia's Jensen Huang says tech's $700 billion AI capex is just the start of something far bigger","https://fortune.com/2026/02/25/nvidia-jensen-huang-big-tech-ai-infrastructure-700-billion-just-the-start/",{"id":396,"title":397,"source":398,"logo":15,"time":99},484248,"Nvidia CEO: In narrow spaces, AI is already 'super intelligent'","https://www.foxbusiness.com/video/6389929865112",{"id":400,"title":401,"source":402,"logo":5,"time":99},484250,"‘Compute Equals Revenues’: Nvidia Needs Jensen Huang’s New Catchphrase to Be True","https://gizmodo.com/compute-equals-revenues-nvidia-needs-jensen-huangs-new-catchphrase-to-be-true-2000726841",{"id":404,"title":405,"source":406,"logo":57,"time":99},484252,"Nvidia's Huang Says Markets 'Got It Wrong' on AI Threat","https://www.techbuzz.ai/articles/nvidia-s-huang-says-markets-got-it-wrong-on-ai-threat",{"id":408,"title":409,"source":410,"logo":50,"time":99},484251,"Nvidia’s Huang says markets misjudge AI threat as revenue and guidance smash forecasts","https://investinglive.com/stocks/nvidias-huang-says-markets-misjudge-ai-threat-as-revenue-and-guidance-smash-forecasts-20260226/","#d9dec3ff","#d9dec34d",1772314249290]