US Edition'SaaSpocalypse' Update: Gene Munster Echoes Jensen Huang, Predicts AI Agents Will Redefine Software - NVIDIA (NASDAQ:NVDA)
6 Articles
6 Articles
'SaaSpocalypse' Update: Gene Munster Echoes Jensen Huang, Predicts AI Agents Will Redefine Software - NVIDIA (NASDAQ:NVDA)
On Thursday, Deepwater Asset Management's managing partner Gene Munster said that comments from Nvidia Corp. (NASDAQ:NVDA) Jensen Huang signal a major transformation in how software companies may operate. Munster Cites Shift In Software Economics In an X post, Munster said that comments from Huang at the Morgan Stanley Technology, Media and Telecom Conference on Wednesday signaled a major shift in the software industry's future. He highlighted H…
Nvidia CEO Jensen Huang announces that Nvidia is withdrawing from OpenAI and Anthropic, and will no longer invest in AI laboratories, in anticipation of the bursting of the IAL bubble CEO of Nvidia, Jensen Huang, has just dropped a bomb that upsets the landscape of investments in artificial intelligence (AI). At a recent conference, he confirmed that the giant of electronic chips was withdrawing from direct investments in OpenAI and Anthropic, q…
Nvidia's Huang: All software will be agentic
Nvidia's Huang: All software will be agentic Larry Dignan Thu, 5 Mar 2026 - 03:29 Larry Dignan Editor in Chief of Constellation Insights Constellation Research Larry Dignan is Editor in Chief of Constellation Insights at Constellation Research, where he leads editorial coverage focused on enterprise technology, digital transformation, and emerging trends shaping the future of business. He oversees research-driven news, analysis, interviews, and…
In a movement that redraws alliances at the heart of artificial intelligence, the Nvidia semiconductor giant seems to release ballast with its most strategic partners, signaling a profound evolution of the ecosystem.
The reason, however, is with the objectives of OpenAi and Anthorpic to make an initial public offer until the end of the year. Nvidia’s investment criteria seem to be being applied to companies that allow you to sell more chips of Artificial Intelligence.
NVIDIA will stop investing in OpenAI and Anthropic. Jensen Huang has an explanation, but she doesn't convince big people.
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