On February 4, 2026, NVIDIA CEO Jensen Huang stated that the market's sell-off of software stocks due to concerns over the disruptive impact of artificial intelligence is entirely unjustified. He pointed out that NVIDIA's devices are at the core of global AI data center construction, and software products are tools that AI will use rather than reinvent. Huang emphasized that AI breakthroughs focus on leveraging existing tools more effectively, rather than replacing them.
