Nvidia CEO Jensen Huang Pushes Back On AI Threat Narrative, Delivers Boost To Microsoft (NASDAQ: MSFT) Investors - foreignpolicyjournal.com

NVIDIA CEO Jensen Huang dismissed growing concerns that agentic AI will devastate major software companies at Computex in Taiwan, offering a bullish outlook for the industry. He argued that AI strengt... Read original →

Jensen Huang’s remarks at Computex in Taipei, China, reframe the AI disruption narrative: agentic AI isn’t eroding software incumbents but reinforcing their cloud-native moats. Microsoft’s 40% Azure growth and $627B cloud backlog validate that AI workloads are turbocharging demand for NVIDIA’s high-end GPUs, cementing its pricing power in Hopper and Blackwell architectures. Tightening EU/US regulations on model transparency actually favor hyperscalers with mature AI compliance infrastructures, while raising operational barriers for smaller rivals. Google and AWS will accelerate custom AI chip adoption to reduce NVIDIA dependence, yet CUDA’s ecosystem lock-in remains unassailable short-term. Over the next 18 months, AI capex will concentrate among 'supercloud' providers with full-stack capabilities, shifting software valuation metrics from user growth to compute monetization efficiency—the real message behind Microsoft’s $37B AI run rate.