As AI becomes profitable, Jensen Huang claims companies are hiring more engineers
Jensen Huang isn’t worried about AI taking your job. In fact, he thinks the opposite is happening.
Speaking at Nvidia’s GPU Technology Conference (GTC) at Computex 2026 in Taipei—where thousands packed the venue, and 70 simultaneous watch parties broadcast across Taiwan—the CEO pushed back against concerns about AI-driven unemployment with a blunt dismissal.
People talk about AI reducing jobs. Complete nonsense. It’s causing more software engineers to be hired.
Jensen Huang
His reasoning is straightforward. A software engineer who uses AI well can now produce the economic output of three engineers. That doesn’t make engineers redundant—it makes them more valuable. Companies want more of them, not fewer.
Huang estimates that the world’s 30 to 40 million software developers, who collectively earn around US$3 trillion in salaries annually, are now producing what amounts to US$9 trillion in productive output, effectively tripling their productivity.
“If that line were flat, then obviously people will hire fewer software engineers,” he said. “But because the output is so incredible, people want to hire more.”
AI has crossed from experimental to profitable
The broader argument behind Huang’s jobs claim is that AI has finally become genuinely useful—and genuinely profitable.
He pointed to the rise of agentic AI as the turning point. Unlike traditional chatbots that simply answer questions, agentic systems can observe, plan, and execute tasks using tools such as browsers, spreadsheets, and code compilers, much like a human worker would.
“Today we can say that agentic AI has arrived, that useful AI has arrived.”
As AI becomes more capable, businesses are finding more ways to deploy it commercially. “Tokens are now profitable units of revenue,” he added, referring to the basic units of data processed by AI models. “Because it is now profitable, AI companies want to build a lot more.”
That, Huang argued, is creating demand for more software development, not less.
Pointing to GitHub data, he noted that developer activity has continued to surge despite rapid advances in AI. GitHub’s Octoverse 2025 report found that developers pushed nearly 1 billion updates to software projects in 2025—a 25% year-on-year increase—while more than 36 million new developers joined the platform in a single year.
With agentic AI now entering the picture, Huang argued, that trajectory is only going to steepen.
The effects are already rippling through entire economies. Nowhere is that more evident than in Taiwan, the epicentre of the AI hardware boom.
The country’s GDP is forecast to grow 9.64% in 2026—its fastest pace in 16 years—powered largely by demand for AI chips and computing infrastructure. In the first quarter alone, GDP expanded 14.55%, the fastest quarterly growth in nearly 48 years.
Reinventing the PC
Beyond the jobs debate, Huang saved a major product announcement for the keynote.
Nvidia and Microsoft have co-developed a new superchip—the RTX Spark—that Huang says marks the biggest reinvention of the PC in four decades.
Built with MediaTek, the chip features a Blackwell GPU, a 20-core CPU, and 128GB of unified memory on a 3-nanometre process, powerful enough to run 120-billion-parameter AI models entirely on a laptop with no internet connection required.
Microsoft, Dell, HP, ASUS, Lenovo, and MSI are all expected to launch devices this fall, with Huang claiming “100% of the world’s PC industry” has signed on.
The vision goes well beyond a faster laptop. Huang imagines a dedicated AI computer sitting in your home like a TV or games console, running personal agents around the clock—managing your calendar, booking travel, monitoring your home, and getting smarter over time.
“I could totally imagine that someday there’s actually an AI supercomputer in your house, running all of your agents,” he said. “And these in time become a lot more like R2-D2 to you than a PC.”
Huang also said that the same agentic computing technology powering cloud AI today will eventually run in robots, satellites, factory floors, and base stations.
“There is no question this reinvention of the computer is as big a deal as the reinvention of the phone into the smartphone,” he said. “And this is the beginning of that journey.”
- Read more news articles we have written here.
- Read more stories we’ve written on Singaporean businesses here.
Featured Image Credit: Nvidia
