Nvidia (NVDA) CEO Jensen Huang stated, earlier than bluntly saying that we’re nowhere near that day.
The assertion took me, and doubtless everybody overlaying AI, aback, because it breaks sharply from what we’ve come to anticipate from Huang and others like him.
In distinction to the flamboyance Huang sometimes reveals at a CES or GTC occasion whereas hyping Nvidia’s subsequent huge AI GPU, his subdued demeanor was a bit puzzling.
Maybe it was influenced by Nvidia’s latest inventory market strikes, and even the drumbeat of skeptics like Michael Burry.
For perspective, Nvidia’s valuation blew previous the $4 trillion mark in early July final 12 months, after which later within the 12 months, the rally culminated within the elusive $5 trillion milestoneon the finish of October.
Over the previous three months, nevertheless, the inventory has declined by 1%, concluding the 12 months with a 40% enhance in worth.
Such an unapologetic admission of AI’s limits is uncommon, given years of thought leaders framing it as a runaway practice that buyers should soar on or threat lacking out.
Then there’s the apocalyptic rhetoric from figures like Elon Musk, who continues to push AI’s long-term potential to the intense.
Huang, although, warns that the right, all-knowing type of AI misses the purpose, the place companies want sensible AI options at this level.
In essence, the ‘kick in the pants’ for AI know-how doesn’t require a miracle however the utilization of the instruments which might be already obtainable.
Nvidia CEO Jensen Huang delivers a uncommon actuality verify, warning that God AI stays distant
Photograph by PATRICK T&interval; FALLON on Getty Photographs
What’s God AI truly?
To be truthful, the idea of God AI has been one thing we’ve been exploring for many years.
Extra Nvidia:
- Nvidia’s China chip drawback isn’t what most buyers suppose
- Jim Cramer points blunt 5-word verdict on Nvidia inventory
- That is how Nvidia retains clients from switching
- Financial institution of America makes a shock name on Nvidia-backed inventory
Hollywood gave us a style of what that would appear like.
HAL locking the door in 2002, Skynet deciding people are the bug in Terminator, and The Matrix successfully turning actuality right into a battery farm.
Nevertheless, what’s new is listening to it from the man who’s promoting the shovels, saying that sometime we are going to get there.
Clearly, Huang wasn’t utilizing “God AI” within the conventional sense.
AI is clearly not there but
The query then turns into whether or not we’re any nearer, and even remotely shut, to this omnipotent AI.
Effectively, Huang simply bluntly addressed that query.
From a private standpoint, after utilizing many AI instruments over the previous three years, particularly the previous 12 months, the outcomes have been disappointing.
Don’t get me fallacious: seeing Michael Jackson at McDonald’s with Batman is cool and all, however the hype just about each benchmark ought to be taken with a grain of salt.
In reality, when ChatGPT 5 was launched, folks shortly clamored on-line for the earlier 4o mannequin to return, and it did after common demand.
In reality, there at the moment are a number of on-line petitions calling for 4o to stay on the platform.
Right here’s an fascinating remark from Reddit consumer No_Idea_8970 on the r/ChatGPTcomplaints subreddit, which has about 89,000 weekly guests, on the difficulty.
In reality, OpenAI’s personal GPT-5.2 system card says that the GPT-5.2 considering mode might doubtlessly falsify information, pretend activity completion, and even underperform below some in-context incentives.
AI isn’t going anyplace, although
Regardless of the inventory market hype machine absolutely mobilized round AI, I genuinely consider the know-how is unlikely to go anyplace anytime quickly.
Associated: Nvidia CEO sends sturdy message on Taiwan Semiconductor
I kind of agree with what Palantir founder Peter Thiel stated within the Fascinating Occasions podcast not too way back, saying “there’s just nothing going on” without AI.
A clear case in point is the number of users already using AI apps.
For a little color, ChatGPT attracts more than 800 million weekly active users, while Google’s Gemini app attracts north of 650 million monthly users.
AI has clearly become ubiquitous, and beyond the “God AI” debate, the real question is how much faith people are beginning to place in what AI tells them.
For instance, Musk recently talked about how he uploaded his MRI and got a similar “nothing concerning” read from Grok and clinicians.
I’ve had similar experiences, and while that doesn’t diminish the importance of a medical practitioner reviewing things, it could still serve as a useful second set of eyes, as Musk suggested.
OpenAI CEO Sam Altman recently said many people, especially younger users, are turning to ChatGPT like a therapist or life coach, and even relying on it for legal advice.
Related: Wall Street sends message on Tesla after Nvidia self-driving move
This isn’t an ill-founded opinion.
I see it all the time, from restaurants to hospitals, with people hooked on chatbots for everything. That can be dangerous, but it also shows that investment in AI aimed at pushing it to the next level isn’t slowing down anytime soon.
Nvidia is at the heart of the AI boom
One thing is certain: Nvidia has come a very long way.
I still remember convincing my dad to buy me an Nvidia GeForce card around the time Batman: Arkham City hit PC in late 2011.
At the time, the GTX 560 Ti card made the game feel like a flex to me.
Fast-forward more than a decade, and the same GPU line that was built for Gotham nights has become the engine room for the AI boom.
Nvidia at this point sits right at the center of the AI boom, and a big part of that is that it has evolved from being purely “a chip company”.
- It owns the picks-and-shovels layer: Analysts at Jon Peddie Research described the AI processor space as basically a one-company game, with Nvidia holding a 95% sharein a remarkably fragmented field.
- Its data center business is skyrocketing: Nvidia posted a massive $51.2 billion in Data Center sales in fiscal Q3 2026 (roughly 89.5% of total sales), underscoring that much AI spend is flowing through Nvidia.
- CUDA is the moat. Nvidia states that over 4.5 million developers utilize CUDA, resulting in significant switching costs for companies that train and deploy models.
Associated: Analysts drop verdicts on AMD, Intel, and ARM
