NVIDIA CEO Jensen Huang told CNBC in an interview that every NVIDIA engineer is now 100% assisted by AI coders, boosting productivity dramatically.
“You’re now seeing enterprise AI companies like Cursor, OpenEvidence, I Love Lovable—these are some of the fastest-growing companies in the world, and they address enterprise,” he said.
Huang’s comments underline that enterprise AI is no longer a future trend—it’s here, and growing fast.
Lovable is a platform for building apps through prompts. Most recently, the company launched Lovable Cloud and Lovable AI, aiming to make full-stack app creation more accessible. In July, the company raised $200 million in a Series A round led by Accel, valuing it at $1.8 billion and making it an AI unicorn.
Huang also added that while he hires engineers for general intelligence, the real value comes when they become highly specialised to build what NVIDIA needs. “The idea of specialised intelligence versus generalised intelligence will continue to happen. The real value for enterprises and companies is specialised intelligence, and for consumers, general intelligence,” he said.
He also added that NVIDIA is actively investing in AI startups. “We’re always looking for great startups to invest in. One of my favorite ones was CoreWeave. My only regret is I didn’t invest enough.”
He highlighted investments across AI infrastructure, from chips to models and applications, calling enterprise AI companies like Cursor, OpenEvidence, Figure, Wayve, and Waabi “future giants” that are reshaping the AI ecosystem.
On similar lines, OpenAI CEO Sam Altman revealed how its internal engineering teams extensively use Codex — the AI-powered coding tool. “Almost all new code written at OpenAI today is from Codex users,” he said, adding that engineers in OpenAI complete 70% more pull requests (PRs) each week using Codex.
“And nearly every OpenAI PR goes through a Codex review. From that, people get more depth than they’d expect, even from a senior engineer,” he added.
Earlier this year at Dell Tech World 2025 in Las Vegas, Huand issued a bold proclamation that nearly half a million enterprise IT firms worldwide are built on outdated infrastructure and must be re-architected for the age of AI.
In conversation with Michael Dell, founder and CEO of Dell Technologies, Huang framed the rise of AI as the next industrial shift. “This is the single biggest platform shift,” he said. “It stands to reason—400,000 to 500,000 enterprise companies around the world have built their IT data centres over the last 30 years in the old way, and it needs to be brought into the world of AI.”
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