Jensen Huang: AI agents are not a threat to companies like Cadence, CrowdStrike, Dassault, Palantir, SAP, and ServiceNow…
Rohan Paul Twitter · Rohan Paul (@rohanpaul_ai) · 2026-06-04
NVIDIA CEO Jensen Huang argues that AI agents will create the largest business opportunity for established enterprise software companies like Cadence, CrowdStrike, and ServiceNow rather than threatening them.
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Extraction
Topics: ai-agentsenterprise-softwareai-industry
Claims
- AI agents will not displace or threaten major enterprise software vendors.
- AI agents will create the largest growth opportunity for existing enterprise software companies.
- Jensen Huang views AI as complementary to, not competitive with, established enterprise platforms.
Key quotes
Its completely the opposite. Agents is going to create the largest opportunity.