Jensen Huang’s AI Comments Lift Microsoft Bull Case

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[IND] June 21, 20261 min readOraCore Editors

Jensen Huang’s AI Comments Lift Microsoft Bull Case

Jensen Huang says agentic AI can help software firms, and Microsoft’s latest numbers back up that view.

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Jensen Huang’s AI Comments Lift Microsoft Bull Case

Jensen Huang says agentic AI can help software companies, and Microsoft’s latest results back that up.

Microsoft has spent the past year under pressure, with investors worrying that AI could eat into its software business while capex keeps climbing. But Nvidia CEO Jensen Huang just gave shareholders a very different message, and the numbers around Microsoft make that message hard to ignore.

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