Jensen Huang: Nvidia's CPU Bet on Agentic A.I. Boom

Nvidia, known for its GPUs, is now focusing on central processing units, or CPUs, as a major growth area. CEO Jensen Huang anticipates a need for billions of A.I. "agents," which will require many more CPUs. Nvidia has already generated $20 billion in CPU revenue this year. The company's CFO, Colette Kress, stated these results could make them a leading CPU supplier. Nvidia's new Vera chip, unveiled in March, is a key part of this push. Huang estimates the CPU market opportunity is worth $200 billion. While GPUs still drive Nvidia's bottom line, the company is preparing for a shift. Rivals like Intel and AMD are also seeing significant growth in their CPU businesses. This signals a broad industry trend toward increased CPU demand due to agentic A.I.