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

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. What Huang actually said The centerpiece of Huang’s argument is GPT-6 Astra, which OpenAI began rolling out around September 3, 2026. OpenAI has branded it as its “most intelligent and aligned model.” Huang’s post highlighted a detail close to his company’s balance sheet. Astra was trained on more than 100,000 Nvidia Grace Blackwell GPUs. Huang has been building to this all year The September post was not a sudden epiphany. Huang has been warming up the AGI message for months. During a March 23, 2026 appearance on Lex Fridman’s podcast, he offered a direct take: “I think we’ve achieved AGI.” He paired that statement with an acknowledgment that current AI a...