By John Bromels, The Motley Fool
Publication Date: 2026-05-21 17:11:00
Before he announced Nvidia‘s (NASDAQ: NVDA) blockbuster first-quarter earnings results, CEO Jensen Huang showed up at a different company’s big event.
Huang joined Dell Technologies (NYSE: DELL) CEO Michael Dell onstage at the company’s Dell Technologies World on Monday to reveal the latest updates to the Dell AI Factory. Given all the focus on Nvidia’s latest earnings, his remarks didn’t get a lot of coverage.
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But one of Huang’s comments was truly surprising. Here’s why Nvidia shareholders (along with every AI investor) should pay attention.
What Huang said about AI
Huang and Dell had a lot to say that wouldn’t surprise anyone who’s been following either company. For instance, he reiterated that “There is a massive AI investment boom that’s already underway.”
But then Huang made this truly surprising comment: “We’ve now arrived at the era of useful AI, which is the reason why demand is going parabolic, utterly parabolic.”
Think about that for a moment: Jensen Huang is suggesting that up until now, AI hasn’t truly been “useful.” That would mean that the disruptive effects it’s already had on businesses, global economies, and our way of life in general are nothing compared to what’s to come.
Also,…