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Huang declared AGI has arrived, crediting OpenAI’s GPT-6 Astra trained on 100,000+ NVIDIA (NVDA) Grace Blackwell GPUs, with 400,000 more coming online.
NVIDIA’s Q2 revenue hit $96B, up 106% year over year, with Q3 guidance at $108B as supply struggles to meet surging AI demand.
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NVIDIA (NASDAQ:NVDA) CEO Jensen Huang made his most provocative statement of the AI cycle over the weekend, and he made it on X rather than an earnings stage. Responding to news that OpenAI had trained its new GPT-6 Astra model on his company’s flagship silicon, Huang wrote: “GPT-6 Astra, trained on ~100K+ NVIDIA Grace Blackwell NVLink72. From ChatGPT to o1 to Astra in 4 years. AGI has arrived. Congratulations @OpenAI team. 400K GPUs coming online next.”
The post, published September 6, 2026, ties artificial general intelligence directly to NVIDIA hardware. It has since drawn 37,442 likes and 4,196 retweets, and it reframes a debate Huang has been navigating carefully on recent earnings calls.
From Earnings Call Caution to Public Declaration
On the August 26, 2026 Q2 FY2027 call, Huang was more measured. Asked directly about AGI and recursive self-improvement, he said “for many tasks, we could say that we’ve already achieved AGI” before pivoting to economics: “I think all of those milestones are kind of senseless at this point. The most important thing that matters for the industry is that one, AI is now doing productive and useful work. Two, AI is generating profitable tokens. And three, if we had more compute, we could generate more profitable tokens.”
That framing was captured in his opening remarks: “AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue.”
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Compute Is Revenue, and the Numbers Show It
