tech
Jensen Huang says he's found a 'brand new' $200B market for Nvidia
The next big thing for Nvidia will be CPUs for AI agents, $200 billion worth, CEO Jensen Huang predicts.
TL;DR
- Nvidia CEO Jensen Huang has identified a new $200 billion market for the company's Vera CPU.
- The Vera CPU is designed specifically for 'agentic AI' and is expected to be a significant growth driver.
- Nvidia has already sold $20 billion worth of standalone Vera CPUs.
- Huang predicts a future with billions of AI agents, each requiring tools akin to PCs, thus increasing the demand for CPUs.
- The Vera CPU's architecture is optimized for processing tokens quickly, unlike traditional CPUs focused on running multiple app instances.
- This move into CPUs for AI agents could challenge established CPU markets dominated by Intel and AMD, and compete with AI chips from Amazon Web Services.