Nvidia CEO Says AI Is Already Productive, Not Just Promising

By PYMNTS
Publication Date: 2026-08-27 00:56:00

Artificial intelligence has moved past the hype stage, according to Nvidia’s CEO. Jensen Huang put it plainly on the company’s second quarter earnings call that “AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue.”

What matters now, he told analysts, is that “AI is now doing productive and useful work” and “generating profitable tokens,” not whether it has cleared some abstract intelligence threshold. He waved off the industry’s fixation on artificial general intelligence entirely, calling AGI benchmarks “kind of senseless at this point.”

Nvidia’s own numbers backed the claim. The company reported record second quarter revenue of $96.2 billion, more than double the prior year period, as demand for AI computing kept outpacing what Nvidia can supply.

Huang pointed to customers across industries already extracting economic value from AI in production. Quantitative trading firms are running it. Chipmakers are running it. Drug developers are running it.

Where AI Is Already Doing the Work

Hudson River Trading and Jane Street are using Nvidia-powered AI factories to accelerate quantitative trading. Samsung Electronics is applying the technology to computational lithography, achieving up to 20 times greater performance than prior methods. Bristol-Myers Squibb is investing in Nvidia’s Vera Rubin AI factory platform to compress drug development timelines from years to months, a…

Where AI Is Already Doing the Work

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