Jensen Huang, CEO of NVIDIA, dismissed the recent theory of a looming software crisis triggered by rapid advances in artificial intelligence (AI), saying that "the market is making a wrong judgment."
In an interview with U.S. business channel CNBC on this day, Huang said that companies will use AI agents to develop software and improve efficiency, making these comments in that context.
Recently, concerns that AI tools such as Anthropic's newly released "Claude CoWork" could replace existing software have led to a sharp decline in the share prices of related companies.
However, Huang said that AI agents will not replace software but will instead make use of it, adding, "That is why we call AI agents tool users." He continued, "There is a fundamentally good reason why all the tools we use, such as those from Cadence, Synopsys, ServiceNow, and SAP, exist," and added, "Agentic AI will become intelligent software that uses these tools on our behalf and will boost productivity."
Regarding the conflict between the U.S. Department of Defense and Anthropic, Huang said, "I think both sides have reasonable perspectives." From the Pentagon's standpoint, it has the right to use the technology it has procured in line with its own interests, and Anthropic also has the right to decide how its products are used.
According to the Wall Street Journal (WSJ) and other outlets the previous day, U.S. Secretary of Defense Pete Hegseth sent an ultimatum to Anthropic CEO Dario Amodei, warning that the Pentagon could cancel its contract if the company refuses to accept the department's demands for military use of Claude.
Huang said, "I hope the issue is resolved well, but even if it is not, it will not be the end of the world."
© The Asia Business Daily(www.asiae.co.kr). All rights reserved.
