---
title: "Jensen Huang says he's found a 'brand new' $200B market for Nvidia"
url: https://stacklist.com/card/e76bc3af-1852-46ee-94ac-3b8979fc05fc
source_url: "https://techcrunch.com/2026/05/20/jensen-huang-says-hes-found-a-brand-new-200b-market-for-nvidia/"
stack: https://stacklist.com/c/finance/stack/8334c164-f5d5-4ce5-aa58-8b4fe9d231c0
summary: "Jensen Huang identifies a $200 billion market opportunity for Nvidia through its new Vera CPU, designed specifically for agentic AI and positioned as a transformative product. Huang claims Vera has already generated $20 billion in sales and positions Nvidia to dominate the emerging CPU market for AI agents."
tags: "nvidia, ai-chips, jensen-huang, cpu-market, market-opportunity"
key_entities: "Jensen Huang (person), Marc Benioff (person), Andy Jassy (person), Nvidia (organization), Amazon Web Services (organization), Meta (organization), Intel (organization), AMD (organization), Salesforce (organization), Vera CPU (technology), Rubin GPU (technology), agentic AI (concept), robotic physical AI (concept), Athens, Greece (location)"
classification: "analysis"
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acp_version: "0.2"
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---

# Jensen Huang says he's found a 'brand new' $200B market for Nvidia

Nvidia founder and CEO Jensen Huang is, perhaps, one of the greatest corporate hype men of all time when it comes to his company. He may even surpass Salesforce’s Marc Benioff when it comes to relentless optimism in his company’s future and revenues. Even so, he delivers on the hype, quarter after quarter. Instead of cautioning you to view the proclamation that he’s found a “brand new $200 billion TAM for Nvidia” with skepticism, I’d argue he’s earned a bit of trust. Huang positioned this massive new market at the feet of Nvidia’s new CPU product, Vera, which was introduced in March . Speaking on Wednesday’s earnings call — after Nvidia posted another record-breaking quarter with $81.6 billion in revenue and forecast $91 billion for the next — Huang pitched Vera as a potentially transformative product. And one that already has promising sales figures. But no matter how well Nvidia delivers, Wall Street harbors anxiety over what will knock Nvidia from its perch. Lately, such fears have centered on the CPU. Nvidia is the king of the GPU, whereas historically the CPU markets were owned by companies like Intel and AMD. (Nvidia has made CPUs previously, of course, but that’s not its core business.) For example, last month Amazon Web Services crowed about a giant contract it signed with Meta for millions of Amazon’s homegrown AI CPUs . Amazon CEO Andy Jassy has been clear that he thinks AWS can do AI chips, both GPUs and CPUs, at least as well, and possibly better than Nvidia . But now, with the Vera CPU, which is sold alone and bundled with its Rubin GPU, Huang believes he’s unlocked “a major new growth driver” for his company because Vera is, he believes, “the world’s first CPU, purpose-built for agentic AI,” Huang said on the call. “Vera opens a brand new $200 billion TAM for Nvidia, a market we have never addressed before, and every major hyperscaler and system maker is partnering with us to deploy it. The world is rebuilding computing for agentic AI and robotic physical AI. Nvidia sits at the center of these transitions,” hype man Huang said. He explained that while the “thinking” part of an AI model uses GPUs, agents mostly run on CPUs. They use CPUs to do their assigned tasks and will, he predicts, run their own form of CPU-driven PCs. Vera is for agents because it’s specifically designed to process tokens as fast as possible. This is opposed to classic cloud architecture CPUs designed with “cores,” or the ability to run multiple instances of apps as fast as possible. That sounds logical, but with the major cloud providers as well as startups pursuing AI chip development, what makes him think that Nvidia will be the go-to source for agentic CPUs? Because, Huang says, Nvidia has already sold $20 billion worth of standalone Vera CPUs this year and we’re only at the beginning. “The world has a billion users, human users. My sense is that the world is going to have billions of agents, not today. I mean, we’re going to grow into it, but we’ll have billions of agents, and those billions of agents will all use tools. And those tools are going to be like PCs, just like us humans using using PCs today,” he said. “We’re going to need a lot more CPUs,” he explained. Topics AI , cpus , Enterprise , nvidia , TC When you purchase through links in our articles, we may earn a small commission . This doesn’t affect our editorial independence. Julie Bort Venture Editor Julie Bort is the Startups/Venture Desk editor for TechCrunch. You can contact or verify outreach from Julie by emailing julie.bort@techcrunch.com or via @Julie188 on X. View Bio May 27 Athens, Greece StrictlyVC Athens is up next. Hear unfiltered insights straight from Europe’s tech leaders and connect with the people shaping what’s ahead. Lock in your spot before it’s gone. REGISTER NOW Most Popular 6 kitchen gadgets that make adulting feel easier Lauren Forristal You can no longer Google the word ‘disregard’ Russell Brandom Six search engines worth trying now that Google isn’t really Google anymore Amanda Silberling Jensen Huang says he’s found a ‘brand new’ $200B market for Nvidia Julie Bort The SpaceX IPO filing is filled with AI bets, Starship dreams, and Elon Musk at the center Sean O'Kane Kirsten Korosec Sam Altman makes ‘mic drop’ offer to every Y Combinator startup Julie Bort Intuit to lay off over 3,000 employees to refocus on AI Ram Iyer