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Venture Capital
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27.02.2026 21:01
Jensen Huang rejects “SaaSpocalypse” as AI agents layer on top of software

Nvidia CEO Jensen Huang said the idea of a “SaaSpocalypse” is wrong. In his view, AI agents will not replace software tools but operate on top of them.

He argued that value will accrue to the platforms and workflows agents integrate with, rather than triggering a full wipeout of SaaS vendors.

The shift may be additive, not destructive, for existing software stacks.

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