• Source:JND

AI taking over jobs has been an immediate fear for employees lately, with major big tech companies like Microsoft and more going about their layoff cycles. But the threat apparently does not end there. The past few weeks have been hard on the software industries as well; only recently a San Francisco-based tech entrepreneur shared her story on how SaaSpocalypse is now becoming a real thing, and Anthropic's Claude had impacted her startup in a way that rendered her product irrelevant. Anthropic's Claude CoPilot has been giving stocks of many SaaS companies a downward rollercoaster ride; this includes companies like TCS and Infosys. Now investors and industry players alike fear these new tools like Claude Cowork would eventually replace legacy software these companies use to derive data. But Jensen Huang, NVIDIA's chief, believes otherwise.

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Huang was asked if these legacy companies and software can be replaced in a conversation with CNBC. To which he replied, "I think the markets got it wrong.” NVIDIA's chief believes that the software will not be replaced by AI; rather, AI will use it on behalf of humans. Now that is another concern altogether.

AI Agents Will Run The Software

Huang expressed that he predicts that in the future AI agents will be using AI tools instead of humans, doing all the work. To this he further added, “That’s the reason why we also say agents are tool users.”

Nvidia CEO Jensen Huang doesn’t believe AI is here to wipe out the software industry. In fact, he sees it working alongside the very tools companies already depend on.

Speaking about enterprise platforms like SAP and ServiceNow, Huang made it clear that these systems aren’t going anywhere. According to him, they “exist for a fundamentally good reason". Rather than replacing them, AI will sit on top of them, acting as a smarter layer that helps people get more done. As he explained, the AI “will be intelligent software that uses these tools on our behalf and helps us be more productive.”

In Huang’s view, AI won’t magically outperform the core enterprise systems that businesses have relied on for years. Instead, it will use those systems to execute tasks more efficiently. He summed it up simply: “In the end, we need the tools to finish their work and put the information back in a way that we can understand.”

This isn’t a new stance for him. Earlier this month, Huang dismissed the idea that AI could completely replace the software industry, calling it the “most illogical thing in the world, and time will prove itself.”

NVIDIA Posts Revenue Growth

Now the company is having an explosive financial run, and no wonder why these comments have come to the fore. The company, which designs the GPUs, known for the RTX series lately in the market, powers much of today’s AI infrastructure, reported a 73 per cent surge in fourth-quarter revenue for FY25, reaching $68.13 billion compared to the previous year. For the full year, Nvidia posted $215.9 billion in revenue.

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Looking ahead, the momentum doesn’t seem to be slowing. Nvidia expects to grow more and generate $78 billion in revenue in the first quarter of FY26. Huang highlighted the broader shift underway, saying, “Our customers are racing to invest in AI compute—the factories powering the AI industrial revolution and their future growth."

With a market capitalisation of $4.8 trillion, Nvidia currently stands at the top of the mountain as the world’s most valuable publicly traded company, and Huang seems to be convinced that AI isn’t replacing the old guard; it’s building on top of it.


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