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“AI Won’t Replace Software!” — Jensen Huang: $CSU $CSU.TO $NOW $ADBE $SAP

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94,825 views • 5 months ago •via X (Twitter)

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Jensen Huang has just shut down the idea that AI is going to replace the software industry.
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Jensen Huang has just shut down the idea that AI is going to replace the software industry.

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The SaaSpocalypse narrative is starting to make less and less sense. Software companies like $PLTR, $NOW, and $CRM are getting punished because investors believe AI will replace SaaS. Jensen Huang disagrees. “Claude can write software.” That’s true. But Jensen argues that enterprises aren’t going to build their own software. They’re going to deploy AI agents that use software tools to get work done. “Agents won’t replace tools. Agents will use tools.” NVIDIA is already seeing this happen. According to Jensen, the company has deployed so many AI agents that tool usage is actually increasing. That’s the exact opposite of the SaaSpocalypse thesis.
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The SaaSpocalypse narrative is starting to make less and less sense. Software companies like $PLTR, $NOW, and $CRM are getting punished because investors believe AI will replace SaaS. Jensen Huang disagrees. “Claude can write software.” That’s true. But Jensen argues that enterprises aren’t going to build their own software. They’re going to deploy AI agents that use software tools to get work done. “Agents won’t replace tools. Agents will use tools.” NVIDIA is already seeing this happen. According to Jensen, the company has deployed so many AI agents that tool usage is actually increasing. That’s the exact opposite of the SaaSpocalypse thesis.

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Jensen Huang on why the AI industry is significantly larger than traditional software industry. Software is “tools”, while AIs are “workers”:
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Jensen Huang on why the AI industry is significantly larger than traditional software industry. Software is “tools”, while AIs are “workers”:

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Nvidia $NVDA CEO Jensen Huang just said that AI has created more jobs for software engineers
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Jensen Huang: Market is wrong about software stocks "The notion that AI is somehow going to replace software companies is the most illogical thing in the world and time will prove itself" Interview date: 3 February 2026
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Jensen Huang: Market is wrong about software stocks "The notion that AI is somehow going to replace software companies is the most illogical thing in the world and time will prove itself" Interview date: 3 February 2026

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Jensen Huang on the purpose of a software engineer in the AI era. Don't sleep on this. 🔥
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When a university student realized AI won't displace all software leaders. Software is more than code. $CSU.to
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When a university student realized AI won't displace all software leaders. Software is more than code. $CSU.to

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Jensen Huang explains backpropagation to Joe Rogan and reveals which jobs AI will replace and not replace in depth He’d also make a great teacher
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Jensen Huang says $NVDA is bringing OpenAI to $AMZN AWS. The stack now connects Nvidia infrastructure to major AI software platforms including $PLTR, $SNOW, $CRWD & Databricks.
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🚨 Breaking Singer Kailash Kher to replace Nvidia CEO Jensen Huang as the chief guest for AI summit next week
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Agents are becoming a new layer of enterprise software. Jensen Huang explains why companies like Cadence, CrowdStrike, Dassault Systèmes, Palantir, SAP, ServiceNow, Siemens, and Synopsys are building agents on NVIDIA, and why the opportunity for software partners is only growing.
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Agents are becoming a new layer of enterprise software. Jensen Huang explains why companies like Cadence, CrowdStrike, Dassault Systèmes, Palantir, SAP, ServiceNow, Siemens, and Synopsys are building agents on NVIDIA, and why the opportunity for software partners is only growing.

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Jensen Huang says AI didn't just revive San Francisco -- it rewrote the entire software stack. “What used to be human-coded software running on CPUs are now machine learning–generated software running on GPUs.” AI isn't just a tool. It's the substrate civilization will run on.
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Jensen Huang says AI didn't just revive San Francisco -- it rewrote the entire software stack. “What used to be human-coded software running on CPUs are now machine learning–generated software running on GPUs.” AI isn't just a tool. It's the substrate civilization will run on.

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45,816 views • 1 year ago

"Software is going to be generated in real time," says Nvidia CEO Jensen Huang. He explains how AI will transform computer science:
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🚨 Nvidia CEO Jensen Huang: “The narratives of AI destroying jobs is not going to help America — It's false … Somebody said that AI Is going to destroy all of the software engineering jobs … We now have agentic AI inside Nvidia … The software engineers are busier than ever.”
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Breaking: Jensen Huang sounds bullish on ServiceNow $NOW "For the first time, service is software. And the service industry is 100 times larger than the software industry" $NOW is currently the Claude portfolio's largest holding
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Jensen Huang says AI robotics is "just around the corner."
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Jensen Huang says the era of useful AI has arrived.
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AI agents are set to modernize the trillions of dollars of traditional software industry for the age of AI. Here, Jensen Huang explains that and why hundreds of billions of dollars of VC money is getting invested in AI now 🎯 video from CES 2026
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NVIDIA CEO Jensen Huang breaks down the five layers of AI.
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