
Huang declares: "AGI has arrived"
Nvidia CEO Jensen Huang took to X on Sunday to congratulate OpenAI on the launch of the company's newest and most advanced AI model, Astra. In the post, he drew a straight line from ChatGPT to today's model and concluded that artificial general intelligence — AGI — is now a reality.
"From ChatGPT to o1 to Astra in four years. AGI has arrived. Congratulations to the OpenAI team," Huang reportedly wrote, according to Business Insider.
He also highlighted that Astra was trained on Nvidia's graphics processors, and announced that an additional 400,000 GPUs will soon come online — an indication that demand for AI infrastructure is far from saturated.

What exactly is Astra?
OpenAI unveiled Astra on Thursday this week, describing it as the world's "most intelligent and aligned model." The company claims the model is capable of performing demanding professional work with unmatched speed, precision, and judgment. Rollout to customers began the same week.
OpenAI President Greg Brockman said during Thursday's press call that the world has now entered an "AGI era," expressing that future generations will likely look back on this moment as when AGI was created.
"For me personally, I believe we are there" – Greg Brockman, President of OpenAI
OpenAI defines AGI as "highly autonomous systems that outperform humans at most economically valuable work" — a definition that is itself a subject of debate.

Altman hedges his bets
It is worth noting that OpenAI's own CEO, Sam Altman, is more cautious. In a recent podcast interview, he described AGI as "a very poorly defined term," suggesting it is at best a marketing concept. This ambiguity underscores that "AGI" is not a technically precise benchmark, but rather a moving target that different players define differently.
Researcher Gary Marcus has repeatedly warned against what he describes as a tendency to redefine AGI to fit what models can already do, rather than measuring against a fixed criterion.
Nvidia reaps enormous rewards from the AI boom
Regardless of how one interprets the term AGI, the business implications for Nvidia are indisputable. According to Business Insider, the company reported quarterly revenue of $96.2 billion in August, more than double that of the same quarter the previous year. The data center division alone — which includes AI chips — generated $89 billion in revenue.
OpenAI described Nvidia in March as "the foundation of our infrastructure," stating that its training fleet and the majority of its inference stack run on Nvidia GPUs.
Frontier companies such as OpenAI, Meta, Anthropic, and Google are today heavily dependent on Nvidia's specialized chips to train and run their most advanced models — and this concentration of infrastructure gives Nvidia a unique position in the AI value chain.
The industry is divided
Huang's declaration is not the first of its kind. Anthropic's Dario Amodei has predicted AGI "within a few years," and Marc Andreessen claimed in April 2026 that AGI is already here, just unevenly distributed. Elon Musk has repeatedly predicted AGI smarter than the smartest human by 2026.
What these claims have in common is that they are rarely accompanied by a precise definition of what AGI actually entails, making them difficult to verify or falsify. Critics point out that high performance on benchmarks is not the same as the flexible, general intelligence the term originally described.
What happens next?
With 400,000 new GPUs announced on the way and a number of leading industry figures declaring AGI a fait accompli, it is clear that the market for AI infrastructure will continue to grow strongly. The question is whether the reality behind the term keeps pace with the marketing rhetoric — and what consequences it will have for companies, investors, and regulators if expectations are not met.
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