"Cybersecurity will likely be the next major use case of AI," he said, arguing that automated coding by AI models is unsettling the industry due to how quickly code can be exploited and then must be repaired.
Coming after a blockbuster long-term forecast last month, his remarks reinforced Wall Street's view that AI data-center outlays are poised to keep climbing, with Nvidia positioned to benefit. Across the computing world, companies are being pressed to show that all this capital spending is producing real economic gains. Bloomberg also noted that Nvidia's sales outlook sent the stock on its biggest rally since 2025.
Nvidia's steady deal flow is drawing scrutiny from those worried it could skew the emerging AI market. The company said last week that it plans to purchase the startup Hugging Face Inc. in a transaction of roughly $13 billion, a move that would broaden Nvidia's reach into other parts of the AI stack. Huang pushed back on the idea that some of its arrangements are circular: "It's not circular because we put a little bit of money in and a lot of money comes back," he said. He cast Nvidia as an "informed investor" and added, "I'm not taking any risks." His hurdle for writing checks is a "sure thing," which he defined as having customers already queued up.
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If AI's next wave is about guarding code and systems, expect more dollars to flow toward tools and services that spot and fix software issues at machine speed, not just the racks of chips behind them. Nvidia's guidance and announced Hugging Face deal show where it sees the next patches of value forming, and Huang's "sure thing" bar suggests he is following visible customer demand rather than hype.
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