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\u00a9 Slaven Vlasic \/ Getty Images Entertainment via Getty Images<\/p>\n
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Nvidia (NASDAQ:NVDA<\/a> | NVDA Price Prediction<\/a>) top boss, Jensen Huang, went ahead and answered the question that many investors are asking about: When will AGI (artificial general intelligence) arrive? Well, Huang thinks, \u201cwe\u2019ve achieved AGI.\u201d And if that\u2019s the case, investors might have to revisit the drawing board to consider the implications and the potential winners and losers as the revolutionary technology looks to turn into some form of massive productivity growth. <\/p>\n
<\/p>\n Depending on how you define AGI, it\u2019s tough to tell when the finish line has been passed. Certainly, there won\u2019t be any sort of bell that goes off when the feat is achieved. But perhaps we\u2019ll only really know for sure well after the fact, after the technology has had a chance to transform industries.\u00a0<\/p>\n
While the skeptics are right to challenge Jensen\u2019s views that AGI is already here, I do think that the Nvidia CEO\u2019s comments are not to be taken lightly, especially as mega-cap tech looks to automate a considerable number of roles in the coming months.<\/p>\n
<\/p>\n While agentic AI is becoming more capable by the day, with one-person companies now becoming a thing, especially in China, the case for Nvidia\u2019s AGI call, I think, isn\u2019t all that far-fetched anymore. It\u2019s quite profound that just one person can tap into digital labor to run a business that actually generates revenue.<\/p>\n
<\/p>\n Where this all goes, though, remains the million-dollar question. While AI probably hasn\u2019t become conscious yet, it seems as though \u201cfunctional AI,\u201d which could lead to real-world productivity gains, may already be on the horizon if it\u2019s not here already. Either way, I think it\u2019ll be clearer looking back once more data has a chance to flow in. If AGI is here or is close to being, I think it\u2019s time to set one\u2019s sights on the companies that stand to benefit most:<\/p>\n
Of course, Nvidia is an obvious winner from the rise of AGI. It\u2019ll be able to sell more AI chips while readying up for the boom that follows Vera Rubin. The company already expects to pull in $1 trillion in Blackwell and Vera Rubin sales through next year. Some would argue that the sky-high target skews conservative, especially if AGI is here, agents are ready to get to work (if they aren\u2019t already), and there\u2019s a big wave of white-collar displacement across corporate America.<\/p>\n
<\/p>\n The latest and greatest AI tools from Anthropic are quite profound. Whether it\u2019s Claude Code, the impressive Cowork agent, industry-specific models that have contributed to the SaaS-pocalypse, or the recently leaked cybersecurity model Mythos, there\u2019s something big happening at Dario Amodei\u2019s efficiency-focused enterprise AI firm. The Mythos leak, in particular, is quite scary considering what could happen if the tool falls into the wrong hands.<\/p>\n
<\/p>\n Either way, Nvidia will remain a top \u201cpick and shovels\u201d play as agents unlock a new wave of inference compute demand. And if AGI is here, perhaps we\u2019re still drastically underestimating where demand could go next.<\/p>\n
\nIs AGI already here?
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\nNvidia
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\nAmazon
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