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On a recent earnings call, Jensen Huang declared: NVIDIA has already achieved AGI!
He then made a stunning prediction—
In the future, NVIDIA may need only 40,000 human employees to simultaneously direct 400,000 or even 4 million AI agents working around the clock.
What would it mean if NVIDIA were the first to achieve AGI?
NVIDIA already sits on the world’s largest compute foundation. Once AGI is realized, an astonishing “compute feeding back into R&D” moat would be fully opened.
Once AGI unlocks recursive self-improvement (RSI), NVIDIA would effectively incubate an army of millions of AI-agent super-scientists internally.
That army would feed back into the company itself—automating the design of the next generation of even more extreme GPU architectures, and even rewriting CUDA.
This “left foot stepping on the right foot” leapfrog would deliver NVIDIA unprecedented monopoly profits. Because the physical world’s supply chain is tightly constrained, the vast majority of competitors would be locked out.
In the end, NVIDIA would not only monopolize the overwhelming majority of the world’s effective “AI labor,” but also capture the richest monopoly dividends as humanity enters the silicon-based civilization stage.
