---
title: "Jensen Huang: The market misjudges the threat of AI to traditional software companies"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/276961480.md"
description: "Nvidia's net profit for the fourth fiscal quarter increased by 94% to $42.96 billion, with earnings per share of $1.62, exceeding market expectations. CEO Jensen Huang pointed out that the market has misjudged the threat of AI to traditional software companies, believing that large software companies like ServiceNow can provide better services and develop optimized AI agents, and that the market ultimately needs these tools"
datetime: "2026-02-26T00:23:35.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/276961480.md)
  - [en](https://longbridge.com/en/news/276961480.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/276961480.md)
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/276961480.md) | [繁體中文](https://longbridge.com/zh-HK/news/276961480.md)


# Jensen Huang: The market misjudges the threat of AI to traditional software companies

Nvidia (NVDA.US) reported a net profit growth of 94% year-on-year in the fourth fiscal quarter, reaching $42.96 billion, with adjusted earnings per share of $1.62, exceeding market expectations of $1.53. CEO Jensen Huang stated that the market has misjudged the threat of AI to traditional software companies.

Recently, the stock prices of software service providers have been severely impacted, as investors are increasingly concerned that the significant growth in AI hardware spending may not be sustainable, exacerbating worries about the industry.

Jensen Huang believes that the market has made a misjudgment, asserting that no one can provide better services than large software companies like ServiceNow (NOW.US), and he believes that software companies can develop deeply tailored and optimized AI agents, which the market will ultimately need to get the job done

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