
Jensen Huang Says AGI Is Here - The Evidence
Nvidia's CEO told Lex Fridman he thinks AGI has been achieved. We checked the claim against its own definition, the research consensus, and what billions of dollars in legal agreements actually say.

Nvidia's CEO told Lex Fridman he thinks AGI has been achieved. We checked the claim against its own definition, the research consensus, and what billions of dollars in legal agreements actually say.

Jensen Huang confirmed at GTC 2026 that NVIDIA has export licenses for multiple Chinese customers and is restarting H200 production, with 82,000 GPUs ready to ship after nearly a year of zero deliveries.

The open-source AI agent framework crossed 250,000 GitHub stars in roughly 60 days, surpassing React's decade-long total. NVIDIA CEO Jensen Huang called it the most important software release ever.

Jensen Huang confirmed Nvidia's $30B OpenAI investment will likely be its last direct equity stake, killing the $100B pledge as OpenAI races toward a public listing at a $730B valuation.

Nvidia posted record Q4 revenue of $68.1 billion, beat EPS by 6%, guided Q1 to $78 billion above all estimates, and the stock still fell 4.33% the next day. The AI trade has entered a new phase where beating expectations is no longer enough.

Nvidia reported Q4 FY2026 revenue of $68.1 billion - beating Wall Street estimates by nearly $2 billion - and guided Q1 to $78 billion, sending shares above $200 for the first time.