Nvidia founder and chief executive Jensen Huang has positioned his company as central to the next phase of artificial intelligence computing, with strong confidence in its future growth.
According to TechCrunch, he continues to meet his projections with consistent quarterly results. He has stated that a “brand new $200 billion total addressable market” has opened up for Nvidia through its CPU ambitions.
The new market has been linked to Nvidia’s Vera CPU, introduced in March and paired with its Rubin GPU in certain systems.
Speaking on an earnings call on Wednesday, Huang described Vera as a potentially significant product with early sales already under way.
Nvidia reported another record quarter with $81.6 billion in revenue and forecast $91 billion for the next period.
Despite strong performance, Wall Street concerns remain focused on possible competition and long-term risks to Nvidia’s position.
Attention has increasingly turned to the CPU market, traditionally led by Intel and AMD, alongside growing competition from cloud providers.
Amazon Web Services has highlighted its own AI CPU development, including large-scale deals with Meta, while suggesting it can match or exceed Nvidia in chip design.
Huang said Vera is designed for “agentic AI”, arguing that it represents a new computing approach focused on fast token processing rather than conventional CPU architecture.
He added that the world may move towards billions of AI agents, each requiring computing tools similar to personal computers in use today.
Nvidia has maintained that increased demand for such systems will require a significantly larger number of CPUs in the future.
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