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Nvidia CEO States AI Agents Will Use, Not Replace, Enterprise Software

lite News Desk 2 min read

At a glance

  • Nvidia CEO Huang stated AI agents will use existing software tools
  • ServiceNow, Cadence, Synopsys, and SAP cited as examples
  • Software stocks had been under pressure from AI-related concerns

Recent statements from Nvidia’s CEO have addressed ongoing concerns in the technology sector about the impact of artificial intelligence on enterprise software companies.

Jensen Huang, CEO of Nvidia, stated that AI agents are expected to operate using established enterprise software platforms rather than replacing them. He referenced companies such as ServiceNow, Cadence, Synopsys, and SAP as examples of software tools that AI agents would utilize.

These remarks were made in the context of broader market concerns, as software company stocks had experienced downward pressure. The decline was linked to apprehension that AI-driven automation might reduce pricing power and weaken competitive advantages for software providers.

Huang’s comments were made following Nvidia’s earnings announcement, which drew attention to the ongoing debate about the potential effects of AI on the software industry. The focus of his statement was on the continued relevance of existing enterprise software tools in an AI-driven environment.

What the numbers show

  • Huang’s statement was published on February 26, 2026
  • ServiceNow, Cadence, Synopsys, and SAP were specifically cited
  • Software stocks had been under pressure due to AI-related concerns

Market participants had previously expressed concern that increased adoption of AI agents could disrupt traditional software business models. These concerns contributed to volatility in the share prices of several enterprise software companies.

According to the information provided, Huang’s position suggests that AI will function in partnership with existing software products, rather than as a replacement. This procedural framing was intended to clarify Nvidia’s view on the relationship between AI and enterprise software tools.

The examples cited by Huang—ServiceNow, Cadence, Synopsys, and SAP—are established providers of enterprise software solutions. His statement indicated that these types of platforms are likely to remain integral to business operations, even as AI agents become more prevalent.

While the statement addressed market concerns, it also highlighted the ongoing discussion about how AI-driven automation will interact with established software offerings. The information available did not include additional institutional reactions or further quantitative details beyond those already cited.

* This article is based on publicly available information at the time of writing.

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