NVIDIA CEO: Vera CPU opens up a new $200 billion market for NVIDIA

NVIDIA CEO Jensen Huang stated during the earnings call on Wednesday that the company's newly launched Vera CPU opens up a previously untapped $200 billion total addressable market (TAM) for NVIDIA. Vera was released in March this year and is positioned as the world's first CPU designed specifically for agentic AI.

Huang explained that the cognitive part of AI models relies on GPUs, but AI agents primarily run tasks on CPUs. Vera is designed to process tokens as quickly as possible, differing from traditional cloud architectures that focus on multi-instance parallelism in CPUs.

This quarter, NVIDIA set another record with revenue reaching $81.6 billion, and the guidance for the next quarter is $91 billion. Huang revealed that the standalone Vera CPU has already generated $20 billion in sales this year. He predicts that there will be billions of AI agents globally, which will use tools just like humans use PCs, driving enormous demand for CPUs. Huang stated that every major hyperscale company and system manufacturer is collaborating with NVIDIA to deploy Vera.