Jensen Huang Says AGI Milestones No Longer Matter; AI Agents Are the Real Core, but Memory Shortage May Last Until 2028
Bubble signal: +1 · Overheating evidenceRelevance 85MarketsUS
Source: NewsData: AI bubble (ZH) · Published 2026-09-04
Summary
Nvidia CEO Jensen Huang said that overemphasizing AGI definitions is meaningless, and the focus should be on converting computing power into real revenue. Nvidia reported Q2 FY2026 revenue of $96.2 billion, up 106% year-over-year, showing strong AI hardware demand, but high-end memory shortages may last until 2028, limiting growth potential.
Bubble analysis
This news directly addresses the core of the AI bubble debate: Nvidia's revenue growth shows AI investment is generating real returns, countering bubble claims; however, memory shortages could constrain supply and affect future growth, requiring a balance.
#nvidia#ai-agents#jensen-huang#memory-shortage
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