Why Nvidia’s Jensen Huang thinks the market got it wrong on software companies

Market Intelligence Analysis

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Why This Matters

Nvidia's CEO Jensen Huang believes the market underestimated software companies, suggesting AI won't cannibalize them, which could have a positive impact on the software sector.

Market Impact

Market impact analysis based on bullish sentiment with 80% confidence.

Sentiment
Bullish
AI Confidence
80%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

There’s at least one executive in the artificial intelligence space who doesn’t think AI will cannibalize software companies: Nvidia’s Jensen Huang.

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Original article published by MarketWatch on February 26, 2026.
Analysis and insights provided by AnalystMarkets AI.