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2026-05-21 03:09:03

Jensen Huang has redefined the CPU race this time; the underlying war of proxy AI has just begun.

View Original

MarsBitNews2026-05-21 02:53:59

NVIDIA CEO: Vera CPU Opens a $200 Billion New Market for NVIDIA

NVIDIA CEO Jensen Huang announced at the earnings conference that the Vera CPU is designed specifically for agent-based AI, expected to open up an TAM of about $200 billion; Vera has sold about $20 billion this year. The company’s revenue this quarter was $81.6 billion, with guidance for next quarter at $91 billion. Jensen Huang stated that there will be hundreds of millions of AI agents worldwide, driving demand for CPUs, with major enterprises and system vendors deploying Vera.

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