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Jensen Huang: Every software company will adopt agentic AI models, creating massive demand for both open and closed model inference/fine-tuning infrastructure
Jensen Huang· NVIDIA· AI· 2026-06-17· about NVIDIA (NVDA)
“There will be no software in the future that's not agentic... every software company will become an agentic company. They're going to simultaneously use open models... They're also going to use closed models.”
Why it matters
This statement signals a fundamental shift in software architecture toward agentic systems, implying sustained demand for GPU inference, fine-tuning, and orchestration infrastructure across all enterprise software segments.
Investment implication
Companies enabling open model fine-tuning, inference optimization, and multi-model orchestration will see accelerated demand. NVIDIA's data center GPU business will benefit from both inference workloads (closed models) and fine-tuning compute (open models).