Jensen Huang claims Nvidia found new $200B market with Vera CPU
Original: Jensen Huang says he’s found a ‘brand new’ $200B market for Nvidia
Why This Matters
Represents Nvidia's expansion beyond GPUs into CPU market for emerging agentic AI applications
Nvidia CEO Jensen Huang announced the company's Vera CPU has opened a $200 billion market opportunity for agentic AI. Nvidia reported $81.6 billion quarterly revenue and forecast $91 billion next quarter, with $20 billion in standalone Vera CPU sales this year.
During Nvidia's earnings call following record $81.6 billion quarterly revenue, CEO Jensen Huang positioned the company's Vera CPU as unlocking a $200 billion total addressable market. Introduced in March, Vera is designed specifically for agentic AI applications, processing tokens rapidly rather than running multiple app instances like traditional CPUs. Huang explained that while AI model 'thinking' uses GPUs, AI agents primarily run on CPUs for task execution. He claimed Vera is 'the world's first CPU purpose-built for agentic AI' and that every major hyperscaler and system maker is partnering with Nvidia for deployment. The company has already sold $20 billion worth of standalone Vera CPUs this year, with Huang predicting billions of AI agents will require specialized computing infrastructure.