NVIDIA's Jensen Huang Claims AGI Has Arrived with 100,000 GPUs

Jensen Huang, the CEO of NVIDIA, made headlines over the weekend by declaring on social media that artificial general intelligence (AGI) has arrived. This bold statement came in response to news that OpenAI's latest model, GPT-6 Astra, was trained using more than 100,000 NVIDIA Grace Blackwell GPUs. Huang's post, which garnered significant attention with over 37,000 likes and nearly 4,200 retweets, suggests a direct link between AGI and NVIDIA's hardware capabilities.

In his post dated September 6, 2026, Huang congratulated the OpenAI team and noted that 400,000 additional GPUs are expected to come online soon. This announcement reframes a debate that Huang has approached cautiously in previous earnings calls. During the Q2 FY2027 earnings call held on August 26, 2026, he acknowledged that while AI has reached a point where it is performing productive work, he was more reserved about labeling it as AGI.

Huang's earlier comments emphasized the economic implications of AI, stating that the focus should be on AI's ability to generate profitable tokens and the need for more computational power to enhance this productivity. He highlighted that NVIDIA's Q2 revenue reached $96.22 billion, a remarkable increase of 105.8% year-over-year, surpassing analyst expectations. The data center segment alone contributed $89.02 billion, reflecting a growth of 117%.

Looking ahead, NVIDIA's guidance indicates an anticipated revenue of $108 billion for Q3, with expectations for fiscal 2028 revenue to grow by approximately 70%. Huang described the current supply situation as constrained, noting that demand significantly exceeds available supply.

NVIDIA's Innovations in AI Hardware Deployment

The introduction of the Astra cluster follows NVIDIA's previous announcements of large-scale deployments of Grace Blackwell GPUs, including a supercomputer built for the U.S. Department of Energy. Huang has framed these developments within the context of unit economics, stating that Grace Blackwell could generate $25 billion in revenue per gigawatt, while its successor, Vera Rubin, could increase that figure to $40 billion.

As NVIDIA continues to dominate the AI hardware market, its stock performance reflects investor confidence. On September 4, 2026, NVIDIA shares closed at $230.36, marking a 5.89% increase over the past week and a 34.37% rise over the past year. With a market capitalization nearing $5.56 trillion, all eyes will be on Huang's upcoming remarks in the Q3 FY27 prepared statements, particularly regarding the implications of his AGI declaration and the deployment of the additional GPUs.

Looking Ahead for NVIDIA

Huang's assertion that AGI has arrived could have far-reaching implications for the AI industry and NVIDIA's position within it. As the conversation around AGI evolves, stakeholders will be keen to assess how this claim influences investor sentiment and market dynamics. The upcoming earnings call will likely provide further insights into NVIDIA's strategy and how it plans to leverage its technological advancements in the competitive landscape.

With the anticipated growth in revenue and the increasing demand for AI capabilities, NVIDIA is poised for continued success. The company's focus on expanding its GPU offerings and enhancing its technological infrastructure will be critical as it navigates the complexities of the AI market. Investors will be closely monitoring Huang's statements and NVIDIA's performance in the coming quarters as the company seeks to solidify its leadership in the rapidly evolving tech landscape.