---
title: "NVIDIA CEO Jensen Huang stated that the market's view on AI threat software is \"wrong.\""
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/277055652.md"
description: "NVIDIA CEO Jensen Huang stated in an interview with CNBC that the market has overestimated the threat of artificial intelligence to software companies. He believes the market's view is incorrect, especially mentioning ServiceNow's capabilities in developing intelligent agents for its tools. At this time, software companies are under pressure due to market concerns that artificial intelligence may disrupt their business models, affecting related stocks"
datetime: "2026-02-26T14:05:42.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/277055652.md)
  - [en](https://longbridge.com/en/news/277055652.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/277055652.md)
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/277055652.md) | [繁體中文](https://longbridge.com/zh-HK/news/277055652.md)


# NVIDIA CEO Jensen Huang stated that the market's view on AI threat software is "wrong."

NVIDIA CEO Jensen Huang stated that the market may have overestimated the threat that artificial intelligence poses to software companies.

In an interview with CNBC's Becky Quick, he said, "I think the market's view is wrong. No one can do it better than ServiceNow; they will develop intelligent agents that are truly fine-tuned and optimized for the work their tools serve."

Jensen Huang made these remarks at a time when software companies are in a precarious position, as concerns grow in the market about the potential disruption of their business models by artificial intelligence, leading to a hit on the stocks of these companies. The investment fund iShares Expanded Tech-Software Sector ETF, which holds stocks of companies like ServiceTitan, Palantir Technologies, and Bill.com, fell by more than 10% in February

### Related Stocks

- [NVIDIA Corporation (NVDA.US)](https://longbridge.com/en/quote/NVDA.US.md)
- [iShares Expanded Tech-Software Sect ETF (IGV.US)](https://longbridge.com/en/quote/IGV.US.md)
- [GraniteShares 2x Long NVDA Daily ETF (NVDL.US)](https://longbridge.com/en/quote/NVDL.US.md)
- [ServiceNow, Inc. (NOW.US)](https://longbridge.com/en/quote/NOW.US.md)
- [Direxion Daily NVDA Bear 1X ETF (NVDD.US)](https://longbridge.com/en/quote/NVDD.US.md)
- [GraniteShares 2x Long NOW Daily ETF (NOWL.US)](https://longbridge.com/en/quote/NOWL.US.md)
- [Direxion Daily NVDA Bull 2X Shares (NVDU.US)](https://longbridge.com/en/quote/NVDU.US.md)
- [State StreetSPDRS&PSftwr&SvcsETF (XSW.US)](https://longbridge.com/en/quote/XSW.US.md)
- [T-REX 2X Long NVIDIA Daily Target ETF (NVDX.US)](https://longbridge.com/en/quote/NVDX.US.md)

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