Nvidia just told the world it sees a $200 billion total addressable market for CPUs. And yes, that number includes China.
CEO Jensen Huang confirmed the figure during media interactions in Taipei on May 23, framing it as the long-term opportunity for Nvidia’s newly unveiled Vera CPU architecture.
The Vera CPU and a $20 billion 2026 target
The Vera CPU architecture was introduced during Nvidia’s Q1 fiscal year 2027 earnings call earlier that week. It represents Nvidia’s first genuine attempt to capture meaningful share in the CPU market, a segment historically owned by Intel and AMD.
Nvidia expects nearly $20 billion in standalone CPU revenue for 2026, fueled by partnerships with major hyperscalers and system manufacturers.
