Jensen Huang says he’s found a ‘brand new’ $200B market for Nvidia

Nvidia says its Vera CPU could open a new $200 billion addressable market as agentic AI drives more CPU demand.

At the earnings call, Jensen Huang said the CPU, introduced in March and sometimes bundled with Rubin GPUs, has already generated $20 billion in sales.

The move signals Nvidia is pushing beyond GPUs into a broader AI CPU market, potentially reshaping competition with hyperscalers and chip rivals like Intel and AMD.

The strategy could deepen Nvidia’s role in AI infrastructure as cloud providers and customers look for more integrated compute systems.