Nvidia CEO Says New Vera CPU Opens $200 Billion Market

Nvidia CEO Jensen Huang said the company’s new Vera CPU has opened a $200 billion market that the firm has never addressed before. Huang made the statement during the company’s first-quarter earnings call on Wednesday. He described Vera as the world’s first CPU purpose-built for agentic AI and said every major hyperscaler and system maker is partnering with Nvidia to deploy it.

6 billion in revenue for the quarter and forecast $91 billion for the next quarter. Huang positioned Vera as a major new growth driver alongside the company’s existing GPU business. The CPU is sold both as a standalone product and bundled with Nvidia’s Rubin GPU. Huang said millions of Rubin systems paired with Vera CPUs are expected to ship.

Huang explained that AI agents primarily run on CPUs rather than GPUs. Vera is designed to process tokens as fast as possible, unlike traditional cloud CPUs built around multiple application instances. He added that the platform will also support confidential computing, compute isolation, and infrastructure software workloads when paired with ConnectX-9 networking.

" — Jensen Huang, CEO, during first-quarter earnings call (Benzinga) Huang said Nvidia has already sold $20 billion worth of standalone Vera CPUs this year. He predicted the world will eventually have billions of AI agents that each require their own CPU-driven tools.

The announcement comes as other companies develop their own AI chips. Last month Amazon Web Services announced a large contract to supply Meta with millions of custom AI CPUs. Huang said Nvidia remains at the center of the shift toward agentic AI and robotic physical AI. He noted that the company is collaborating with hyperscalers on multiple configurations of the Vera platform.