NVIDIA CEO Jensen Huang emphasized the transformative role of AI in computing at the 2026 shareholder meeting, describing data centers as evolving into "AI factories" that generate digital intelligence. Huang asserted that AI is a profitable, long-term investment, with tokens serving as measurable profit units. He highlighted NVIDIA's strategic advantage with Blackwell in AI inference and the Vera Rubin platform for agent-oriented AI. Huang also noted the importance of CUDA and its ecosystem as NVIDIA's core strengths. The company plans to boost R&D spending and return over 50% of free cash flow to shareholders.