Why Nvidia’s Jensen Huang thinks the market got it wrong on software companies

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Nvidia CEO Jensen Huang argues that the market underestimates the value of AI in enhancing software companies rather than cannibalizing them. He highlights that AI enables new revenue streams through services like generative AI models and cloud computing. This perspective challenges the prevailing notion that AI will disrupt traditional software business models. Investors should watch for shifts in tech sector valuations as AI integration gains momentum.