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Nvidia CEO Jensen Huang said in September that “AGI has arrived,” citing OpenAI's new GPT-6 and the Nvidia chips behind it, though the article notes he sells chips to major AI labs and has a stake in the question. AGI is described as AI that can do most jobs as well as a skilled worker, but today's top models succeed only about half the time on tasks that take a person two workdays, according to research group METR. Tech leaders disagree on timing: Musk has pushed his forecast from 2025 to 2026, Altman says OpenAI is “not quite yet” there, and Pichai expects AGI shortly after 2030. Amazon's AGI chief says models need to be about 100 times more efficient, and AWS customers have signed $496 billion in contracts for future services.
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Nvidia CEO Jensen Huang posted in September that "AGI has arrived," while many other tech leaders are more cautious about when AGI will be reached. AGI is described as AI capable of a skilled worker's performance in most jobs, whereas today's models still need supervision and cannot work reliably over long stretches. METR research found that top models succeed only about half the time on tasks that would take a person two workdays. Sam Altman says OpenAI is "not quite yet" at AGI but expects an internal system he would call AGI by year-end, while Sundar Pichai expects it shortly after 2030. Andy Jassy has not set a date, but AWS customers have signed $496 billion in contracts for future services.
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- This Week In AI Chips - Advancing AI Network Management Through Enhanced GigaSMART Technology
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Nvidia's commitment of nearly €10b to Europe is cited as a reason industrial automation suppliers could benefit. The article profiles three stocks: Instalco, a Swedish installer of electrical, HVAC and control systems with about SEK 10.0b in revenue and a market value near SEK 11.4b, which rolled out Instalco AI in June 2026 to speed up tenders and project administration; Jenoptik, a €2.1b photonics and smart mobility company whose semiconductor order intake improved quarter-on-quarter; and Kontron, an industrial IoT supplier with about €702 million in IoT Software + Solutions revenue, a market value near €1.2b, a 14.4x P/E and a 5.4% profit margin. The piece notes that each company still faces open questions on margins or the semiconductor cycle.
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