Nvidia (NVDA) CEO Says AGI Is Here, But Admits AI Still Can’t Build a Company Like Nvidia

FomoAnxiety · 2026-03-24T09:17:02+00:00

NVIDIA's CEO Jensen Huang claims that AI has reached artificial general intelligence (AGI), though his definition differs from mainstream views. While he acknowledges AI's capacity for quick revenue generation, he emphasizes its inability to manage large companies long-term. This indicates a growing gap between AI capabilities and the needs of complex businesses, suggesting continued demand for human-led companies alongside AI tools.

FomoAnxiety

2026-03-24 09:17:02

Abstract generation in progress

NVIDIA Corporation NVDA +1.70% ▲ Chief Executive Jensen Huang said this week that AI has already reached artificial general intelligence, or AGI. However, his view of what counts as AGI is not the one many in the tech world use.

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Speaking on the Lex Fridman Podcast, Huang said, “I think it’s now. I think we’ve achieved AGI.” The comment came after a question about whether AI could build and run a company worth over $1 billion.

Huang did not focus on long-term business success. Instead, he pointed to AI’s ability to create a product that could go viral and bring in large revenue, even if only for a short time. “You mentioned a billion, and you didn’t specify forever,” he said.

Meanwhile, NVDA shares rose 1.70% on Monday, closing at $175.64.

A Lower Bar for AGI

At the same time, Huang was clear about current limits. He said, “The odds of 100,000 of those agents building NVIDIA is zero percent.”

That line matters for investors. NVIDIA is now worth close to $4 trillion. Building a firm like that takes years of planning, steady execution, and strong leadership.

So while AI may help create fast wins, it still cannot run a large, stable company. This gap suggests that AI today is strong in short bursts but weak in long-term control.

Earlier, Huang had used a different standard. In 2024, he said AGI would mean software that can pass tests of human-level thinking. That shift shows how the goalpost is moving.

What This Means for AI Stocks

For investors, Huang’s comments highlight two trends. First, AI tools are already able to drive real revenue. That supports demand for chips and cloud systems, which helps firms like Nvidia.

Second, full automation for large firms remains far off. That means human-led companies remain key, even as AI tools spread.

As a result, the near-term story for AI stocks remains tied to use, not to full autonomy. Companies that sell the tools, such as Nvidia, may continue to see strong demand as firms invest in AI to boost output.

At the same time, the idea of AI fully replacing complex business systems is not yet in sight. Huang’s own words point to that gap, even as he claims the AGI milestone has been reached.

Is Nvidia Stock a Buy, Sell, or Hold?

On the Street, Nvidia holds a Strong Buy consensus rating. The average NVDA stock price target is $273.34, implying a 55.63% upside from the current price.

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