Nvidia CEO Jensen Huang said Wednesday markets have miscalculated the AI threat to software companies in an interview hours after the chip behemoth issued an upbeat sales forecast on strong AI demand.
"I think the markets got it wrong," Huang told CNBC's Becky Quick, pushing back on fears that AI agents will cannibalize the enterprise software industry.
Maybe not kill them, but it’ll definitely shake things up.
"Jim Cramer, however, rejected the doomsday prediction..." -- SaaS is fucked
Agreed!