[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"article-jensen-huang-ai-comments-microsoft-bull-case-en":3,"article-related-jensen-huang-ai-comments-microsoft-bull-case-en":31,"series-industry-66005c6b-d5df-4785-86f2-58926f198bab":84},{"id":4,"slug":5,"title":6,"content":7,"summary":8,"source":9,"source_url":10,"author":11,"image_url":12,"cover_image":12,"category":13,"language":14,"translated_content":11,"related_article_id":15,"keywords":16,"key_takeaways":23,"views":27,"created_at":28,"published_at":29,"topic_cluster_id":30},"66005c6b-d5df-4785-86f2-58926f198bab","jensen-huang-ai-comments-microsoft-bull-case-en","Jensen Huang’s AI Comments Lift Microsoft Bull Case","\u003Cp data-speakable=\"summary\">\u003Ca href=\"\u002Fnews\u002Fjensen-huang-trades-data-center-boom-en\">Jensen Huang\u003C\u002Fa> says \u003Ca href=\"\u002Ftag\u002Fagentic-ai\">agentic AI\u003C\u002Fa> can help software companies, and \u003Ca href=\"\u002Ftag\u002Fmicrosoft\">Microsoft\u003C\u002Fa>’s latest results back that up.\u003C\u002Fp>\u003Cp>\u003Ca href=\"https:\u002F\u002Fwww.fool.com\u002Finvesting\u002F2026\u002F06\u002F17\u002Fnvidia-ceo-jensen-huang-just-announced-fantastic-n\u002F\" target=\"_blank\" rel=\"noopener\">Microsoft\u003C\u002Fa> has spent the past year under pressure, with investors worrying that AI could eat into its software business while capex keeps climbing. But \u003Ca href=\"https:\u002F\u002Fwww.nvidia.com\" target=\"_blank\" rel=\"noopener\">Nvidia\u003C\u002Fa> CEO \u003Ca href=\"\u002Ftag\u002Fjensen-huang\">Jensen Huang\u003C\u002Fa> just gave shareholders a very different message, and the numbers around \u003Ca href=\"https:\u002F\u002Fwww.microsoft.com\" target=\"_blank\" rel=\"noopener\">Microsoft\u003C\u002Fa> make that message hard to ignore.\u003C\u002Fp>\u003Cp>At \u003Ca href=\"https:\u002F\u002Fwww.computex.com.tw\u002Fen\u002F\n\u003Cfigure class=\"my-6\">\u003Cimg src=\"https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1782008267554-6n3d.png\" alt=\"Jensen Huang’s AI Comments Lift Microsoft Bull Case\" class=\"rounded-xl w-full\" loading=\"lazy\" \u002F>\u003C\u002Ffigure>\n\n\u003Cfigure class=\"my-6\">\u003Cimg src=\"https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1782008273195-kbne.png\" alt=\"Jensen Huang’s AI Comments Lift Microsoft Bull Case\" class=\"rounded-xl w-full\" loading=\"lazy\" \u002F>\u003C\u002Ffigure>\n","Jensen Huang says agentic AI can help software firms, and Microsoft’s latest numbers back up that view.","www.fool.com","https:\u002F\u002Fwww.fool.com\u002Finvesting\u002F2026\u002F06\u002F17\u002Fnvidia-ceo-jensen-huang-just-announced-fantastic-n\u002F",null,"https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1782008267554-6n3d.png","industry","en","15586acb-cdaf-4019-ba99-d81f3e6825b8",[17,18,19,20,21,22],"Microsoft","Nvidia","Jensen Huang","agentic AI","Azure","Copilot",[24,25,26],"Jensen Huang says agentic AI helps software companies, not hurts them.","Microsoft’s latest quarter showed strong revenue, cloud growth, and AI momentum.","The stock trades below the tech average despite solid fundamentals and heavy AI investment.",4,"2026-06-21T02:17:28.425396+00:00","2026-06-21T02:17:28.417+00:00","50ad070c-8891-4ccc-a7ee-038aa8918c86",{"tags":32,"relatedLang":43,"relatedPosts":47},[33,35,37,39,41],{"name":17,"slug":34},"microsoft",{"name":18,"slug":36},"nvidia",{"name":21,"slug":38},"azure",{"name":19,"slug":40},"jensen-huang",{"name":20,"slug":42},"agentic-ai",{"id":15,"slug":44,"title":45,"language":46},"jensen-huang-ai-comments-microsoft-bull-case-zh","黃仁勳一句話，撐起微軟多頭","zh",[48,54,60,66,72,78],{"id":49,"slug":50,"title":51,"cover_image":52,"image_url":52,"created_at":53,"category":13},"9be25a09-8e9e-41a8-9e69-0eec406fe6ee","webx-2026-speaker-lineup-conference-brief-en","WebX 2026 turns speaker hype into a conference brief","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1783928002505-x3v5.png","2026-07-13T07:32:55.288464+00:00",{"id":55,"slug":56,"title":57,"cover_image":58,"image_url":58,"created_at":59,"category":13},"7c68e3a7-ca44-4f8e-848f-042b3989f2d9","ai-weekly-2026-w29-en","AI Weekly: 2026-07-06 ~ 2026-07-13","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1783916427757-e5e7.png","2026-07-13T04:00:33.158366+00:00",{"id":61,"slug":62,"title":63,"cover_image":64,"image_url":64,"created_at":65,"category":13},"12de28a8-3a54-4bdd-859b-dbc0bdbed5f3","ai-act-europe-operating-system-ai-en","The AI Act should be treated as Europe’s operating system for AI","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1783902763850-nxuc.png","2026-07-13T00:32:22.169527+00:00",{"id":67,"slug":68,"title":69,"cover_image":70,"image_url":70,"created_at":71,"category":13},"b9d6e67f-665b-40e5-ad61-91e9c2b3abd1","booz-allen-openai-deal-real-ai-advantage-en","Booz Allen’s OpenAI Deal Is Real Advantage, Not Hype","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1783900962613-qk7t.png","2026-07-13T00:02:19.153506+00:00",{"id":73,"slug":74,"title":75,"cover_image":76,"image_url":76,"created_at":77,"category":13},"dea6021b-f740-4ccb-b3b6-6f2c09c64414","opensearch-vector-search-benchmark-5-parts-en","OpenSearch’s vector search benchmark in 5 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What's Inside?","2026-03-25T16:22:20.005325+00:00",{"id":96,"slug":97,"title":98,"created_at":99},"e454a642-f03c-4794-b185-5f651aebbaca","nvidia-gtc-2026-key-highlights-innovations-en","NVIDIA GTC 2026: Key Highlights and Innovations","2026-03-25T16:22:47.882615+00:00",{"id":101,"slug":102,"title":103,"created_at":104},"0ebb5b16-774a-4922-945d-5f2ce1df5a6d","claude-usage-diversifies-learning-curves-en","Claude Usage Diversifies, Learning Curves Emerge","2026-03-25T16:25:50.770376+00:00",{"id":106,"slug":107,"title":108,"created_at":109},"69934e86-2fc5-4280-8223-7b917a48ace8","openclaw-ai-commoditization-concerns-en","OpenClaw's Rise Raises Concerns of AI Model Commoditization","2026-03-25T16:26:30.582047+00:00",{"id":111,"slug":112,"title":113,"created_at":114},"b4b2575b-2ac8-46b2-b90e-ab1d7c060797","google-gemini-ai-rollout-2026-en","Google's Gemini AI Rollout Extended to 2026","2026-03-25T16:28:14.808842+00:00",{"id":116,"slug":117,"title":118,"created_at":119},"6e18bc65-42ae-4ad0-b564-67d7f66b979e","meta-llama4-fabricated-results-scandal-en","Meta's Llama 4 Scandal: Fabricated AI Test Results Unveiled","2026-03-25T16:29:15.482836+00:00",{"id":121,"slug":122,"title":123,"created_at":124},"bf888e9d-08be-4f47-996c-7b24b5ab3500","accenture-mistral-ai-deployment-en","Accenture and Mistral AI Team Up for AI Deployment","2026-03-25T16:31:01.894655+00:00",{"id":126,"slug":127,"title":128,"created_at":129},"5382b536-fad2-49c6-ac85-9eb2bae49f35","mistral-ai-high-stakes-2026-en","Mistral AI: Facing High Stakes in 2026","2026-03-25T16:31:39.941974+00:00",{"id":131,"slug":132,"title":133,"created_at":134},"9da3d2d6-b669-4971-ba1d-17fdb3548ed5","cursors-meteoric-rise-pressures-en","Cursor's Meteoric Rise Faces Industry Pressures","2026-03-25T16:32:21.899217+00:00"]