Nvidia Targets $200 Billion Agentic AI CPU Market, Citing $20 Billion Vera Sales
Updated
Updated · TechCrunch · May 21
Nvidia Targets $200 Billion Agentic AI CPU Market, Citing $20 Billion Vera Sales
7 articles · Updated · TechCrunch · May 21
$200 billion is the market Nvidia says Vera opens up, with Jensen Huang calling the new CPU a major growth driver beyond the company’s core GPU business.
$20 billion of standalone Vera CPU sales have already been booked this year, Huang said, arguing the chip is gaining traction because agents run tasks on CPUs while GPUs handle model reasoning.
Vera, introduced in March and also bundled with Nvidia’s Rubin GPU, is being pitched as the first CPU purpose-built for agentic AI and token processing rather than traditional cloud workloads.
The push comes as investors watch for threats to Nvidia’s dominance and rivals such as AWS promote in-house AI chips, including a Meta deal for millions of Amazon-designed AI CPUs.
Nvidia made the case after reporting a record $81.6 billion quarter and forecasting $91 billion next quarter, framing agentic and robotic AI as the next computing rebuild.
As tech giants build custom AI chips, can Nvidia’s Vera CPU outmaneuver its own powerful customers?
Is Nvidia's $200B CPU market a true innovation or a strategy to lock customers into its ecosystem?