Nvidia CEO Says Market Got it Wrong On Software Stocks | Insight with Haslinda Amin 6/1/2026

Watch on YouTube ↗  |  June 01, 2026 at 06:36  |  57:01  |  Bloomberg Markets
Speakers
Jensen Huang — CEO, NVIDIA
Anthony Stevens — Bloomberg Market Producer
Min Min Low — China Correspondent, Bloomberg

Summary

NVIDIA CEO Jensen Huang's Computex keynote declared agentic AI has arrived, driving massive compute demand and profitability. He unveiled Vera Rubin in full production, emphasizing Nvidia's integrated systems deliver the lowest token cost. The keynote boosted Taiwan and Korean equities as AI fuels macro growth, and Huang argued software companies will thrive, not be replaced.

  • Jensen Huang says agentic AI is here and useful.
  • Compute demand is skyrocketing across the industry.
  • Nvidia's Vera Rubin platform is now in full production.
  • Huang argues AI will boost software companies, not destroy them.
  • Taiwan and Korea stocks rally on AI-fueled macroeconomic growth.
  • Nvidia's integrated systems offer lowest token cost and best throughput per watt.
  • Supply chain for Vera Rubin is twice as large as Blackwell.
  • Host and guest discuss implications for Asian tech markets.
Trade Ideas
Jensen Huang CEO, NVIDIA 17:50
Software companies benefit from agentic AI.
Agents will use far more software tools than humans, so software companies are not threatened but will thrive. The number of agents is not limited by people, creating incredible demand for software that agents can use programmatically.
IGV MED
Jensen Huang CEO, NVIDIA 33:11
Nvidia benefits from surging AI compute demand.
Agentic AI has arrived, driving immense compute demand. NVIDIA's fully integrated systems (Vera Rubin) deliver the lowest token cost and best Tokens per Watt, making compute profitable. Vera Rubin is in full production with a supply chain twice as large as Blackwell, and Nvidia's architecture ensures long asset life and low TCO. The more you buy, the more you make.
NVDA HIGH
Anthony Stevens Bloomberg Market Producer 45:09
AI fuels macro boom in Korea and Taiwan.
Korea and Taiwan are experiencing a generational macro shift driven by AI, with Taiwan GDP revised up to ~10% growth and Korean exports at multi-decade highs. The AI trade is widening beyond semiconductors to server makers, robotics, and physical AI names, supporting a broad equity rally in both countries.
EWT EWY MED
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This Bloomberg Markets video, published June 01, 2026, features Jensen Huang, Anthony Stevens discussing IGV, NVDA, EWT, EWY. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jensen Huang, Anthony Stevens  · Tickers: IGV, NVDA, EWT, EWY