Nvidia CEO: The era of AI that thinks and acts on its own has arrived

Nvidia CEO: The era of AI that thinks and acts on its own has arrived

2026-06-25

US tech giant Nvidia held its shareholders meeting, where CEO Jensen Huang declared that the era of agentic AI has arrived. Unlike traditional AI software that simply responds to prompts like a basic chatbot, agentic AI is designed to have agency—the ability to make decisions and adapt to changing circumstances without constant human intervention. Huang also warned that smuggling Nvidia chips to China will lead to a dead end, particularly as Nvidia cannot provide support or maintenance for the systems. Let’s find out more.

Voice of Jensen Huang
Nvidia CEO
This has been an extraordinary year for Nvidia and for computing.

Nvidia held its shareholders’ meeting and announced that its revenue for fiscal year 2026 was US$216 billion, a 65% increase, and its operating profit was US$130 billion, a 60% increase.

Voice of Jensen Huang
Nvidia CEO
We believe this will become the largest infrastructure buildout in human history. Agentic AI is accelerating infrastructure investment, as For the first time, AI is doing real work and creating real economic value. Useful AI has arrived and it is profitable.

Jensen Huang emphasized that AI investments have already generated profits. Vera Rubin is in full-scale production, and the Vera CPU, designed for agentic AI, has opened up new markets for the company.

Voice of Jensen Huang
Nvidia CEO
We believe Vera will be one of the most significant product launches in our company’s history, and the orders are already coming in.

Huang was optimistic about the demand and prospects for AI infrastructure. And, of course, he also wants to reward his shareholders.

Voice of Jensen Huang
Nvidia CEO
25x increase in our quarterly dividend and authorized an additional 80 billion dollars in share repurchases. Supported by our conviction in sustainable market growth and free cash flow generation, we plan to return 50% or more of our free cash flow [to shareholders].

A shareholder asked if the company was concerned about products being diverted through unauthorized channels and ending up in the hands of restricted entities.

Voice of Jensen Huang
Nvidia CEO
Advanced AI data centers are massive integrated systems that require trusted hardware, software, networking and continuing support. Trying to cobble together data centers with some smuggled products is a dead end.

Huang warned that attempting to build a data center solely using smuggled components is a non-starter, as Nvidia will not provide the necessary support or maintenance for such systems.

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#Nvidia #Jensenhuang #AIagents #exportcontrols #investment

輝達股東會釋利多黃仁勳:打造AI工廠已能獲利

2026-06-25

輝達舉辦股東會，執行長黃仁勳表示，AI代理時代來臨，客戶打造AI工廠，已經有能力創造經濟價值。輝達也計畫在未來幾年，透過股票回購和配息方式，把50%自由現金流，回報給投資人。另外，針對有心人士以繞道轉售方式，把輝達晶片走失到中國，黃仁勳警告，這是死路一條。

[[聲音來源:輝達執行長黃仁勳]]
“對輝達和運算產業來說，是特別的一年”

輝達舉行股東會，公布2026財年營收2160億美元，成長65%，營業利益1300億美元，增加60%。

[[聲音來源:輝達執行長黃仁勳]]
“我們相信，這將會是人類史上，規模最大的基礎建設建置，代理AI促進了基礎建設投資，這也是第一次，AI正在做實質工作，並創造真正的經濟價值，有用的AI已經到來，而且能創造獲利”

黃仁勳強調，AI投資已經能創造獲利，Vera Rubin全面量產，加上針對AI代理推出的Vera CPU，為公司開創新市場。

[[聲音來源:輝達執行長黃仁勳]]
“我們相信Vera，將會是輝達公司歷史上，最重大的產品發表之一，而且訂單已經進來了”

黃仁勳看好AI基礎建設需求和前景，當然也要回饋股東。

[[聲音來源:輝達執行長黃仁勳]]
“輝達的季配息增加25倍，也核准了額外的800億美元庫藏股回購計畫，基於我們對持續的市場成長和自由現金流產出的信心，我們預計將50%或更多的自由現金流回饋給股東”

股東提問，是否擔心產品透過繞道轉售，流到受管制對象手中。

[[聲音來源:輝達執行長黃仁勳]]
“先進AI資料中心是龐大的，整合系統需要可信賴的硬體、軟體、聯網，和持續的支援，利用走私得來的產品，試圖組裝出資料中心是死路一條”

黃仁勳警告，單靠走私品組出資料中心，輝達不會提供支援或維修，是行不通的。

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Whether they’re Japanese or other foreign tourists, when they come here, they all tell us, “Your roads are so wonderful, and the maintenance hole covers are so pretty.”

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It’s a beautiful design. It’s fitting for Tainan’s historical areas, and encourages people to come and explore.

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When I first became mayor, the sewer connection rate was only 19%. Now it’s up to 30%. This sewer system policy is the big picture, while the maintenance hole covers are a smaller detail. By addressing both large and small aspects, we can make Tainan a more progressive city.

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The man wearing gloves is walking toward the row of scooters. Not for repairs, but to move them.

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- Has anyone protested to him that he might damage their vehicles?
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- It’s no use. He goes at it every morning.
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The man is supposedly unhappy that parking lines protrude too much to the driveway, making it difficult for him to drive through. That’s why he’s taken to moving the scooters. However, neighbors are fed up.

He lives on Huaide Street in New Taipei’s Banqiao District. Neighbors say that every time he notices scooters in the parking lines, or parked wonkily in the slightest, he’d come out to move them. It doesn’t matter how many times neighbors have tried to tell him off. He’d even argue back angrily. However, a lawyer says that the man could be charged with a criminal offense if his moves cause damage to neighbors’ scooters.

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If the vehicle is scratched or damaged during the moving process, it may constitute a crime of property damage.

The man refused to be interviewed by us. Instead, he emphasized that he only moves the scooters so that cars can pass through. Regardless, his bizarre persistence without others’ consent has made him a neighborhood nuisance.

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