Jensen Huang says now is an 'incredible time' to be a software company

Jensen Huang argues that the current era of agentic AI makes it an incredible time to be a software company. Speaking at Computex in Taiwan on Monday, he dismissed fears of a 'Saaspocalypse' and urged optimism about software's role as AI agents proliferate. Huang said agentic AI will use more tools than ever, and software must be designed to be usable by agents rather than humans alone. The market backdrop remains challenging, with software stocks such as Salesforce, Workday, Atlassian, and SAP down more than 20% since the start of the year amid investor anxiety. He has previously warned that AI will keep software firms relevant, not obsolete, offering a counter-narrative to doom.