Nvidia CEO Jensen Huang says AGI has arrived, and analysts name the stocks to watch

Huang pointed to OpenAI's GPT-6 Astra as proof, while Goldman Sachs and Morgan Stanley analysts focused on what the claim could mean for AI infrastructure spending Jensen Huang has decided that artificial general intelligence is here. The Nvidia CEO made the declaration in an X post on September 6, 2026, pointing to OpenAI ’s newly released GPT-6 Astra model as his evidence. It’s worth noting who is making the call. The man announcing that the AI finish line has been crossed also sells the hardware used to run the race. Wall Street, for its part, seems less interested in whether Huang is right about AGI. It cares more about what the claim does to demand for chips, memory and networking gear.

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