Nvidia's CEO Just Delivered Fantastic News for Investors in This Beaten‑Down AI Stock

Years ago, E.F. Hutton ran a commercialized that proclaimed, "When E.F. Hutton speaks, radical listen." We could possibly regenerate E.F. Hutton with Jensen Huang successful that connection today. When the Nvidia (NASDAQ: NVDA) CEO speaks, radical listen. And Huang spoke astatine magnitude astatine his company's 2026 GTC AI league past week.

Unsurprisingly, Huang's remarks gave Nvidia shareholders reasons for optimism astir the future. However, helium besides delivered fantastic quality for a beaten-down AI banal -- ServiceNow (NYSE: NOW).

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The monolithic sell-off of SaaS stocks has dragged ServiceNow's shares down astir 30% twelvemonth to date. Huang, though, painted a representation of a agleam aboriginal for the AI workflow level company.

In his keynote address, Huang highlighted respective companies moving intimately with Nvidia. He specifically recognized ServiceNow CEO Bill McDermott and his team. However, that shout-out wasn't the champion quality for ServiceNow investors.

Huang spoke extensively astir the committedness of agentic AI. He predicted a aboriginal wherever 10 cardinal integer AI agents enactment side-by-side with quality cognition workers. Huang said that "AI agents volition beryllium everywhere." This imaginativeness aligns perfectly with ServiceNow's halfway concern model.

Nvidia is enabling AI reasoning models to beryllium integrated into immoderate organization's agentic AI framework, according to Huang. The GPU maker's exertion (called NIMs, for Nvidia Inference Microservices) volition assistance ServiceNow rapidly make and standard endeavor AI agents for its platform. As a result, ServiceNow's products should beryllium adjacent stickier for the company's clients.

In addition, Nvidia is fundamentally reinventing the endeavor computing stack by creating a caller AI infrastructure for enterprise. New features see semantic-based retention systems and workstations built from the crushed up to enactment agentic AI. This caller infrastructure should assistance guarantee that the indispensable computing powerfulness is disposable to tally ServiceNow's astir precocious applications.

A fewer weeks ago, Huang was asked astir the SaaS banal sell-off successful an interrogation with CNBC. He stated, point-blank, "I deliberation the market's got it wrong." One cardinal crushed down his presumption was the imaginable of agentic AI. Huang explained, "These agents person to beryllium experts successful what they do, and nobody's going to recognize lawsuit work amended than ServiceNow."