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While some analysts are anxious over rising competition for Nvidia, CEO Jensen Huang says that he has found a 'brand new' $200 billion market
Nvidia posted a record-breaking $81.6 billion in quarterly revenue and forecasted an even higher $91 billion for the upcoming quarter. Following the blockbuster results, Nvidia CEO Jensen Huang outlined a massive strategy shift during the earnings call, projecting a brand-new $200 billion total addressable market (TAM) driven by the company’s new "Vera" CPU.
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cryptobriefing.com
Nvidia forecasts $200B CPU market, includes China demand despite export restrictions
Nvidia projects a $200B CPU market including China demand, launching its Vera processor for agentic AI with nearly $20B in expected standalone CPU revenue.
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Nvidia forecasts $200B CPU market, includes China in its long-term projections
Nvidia CEO Jensen Huang projects a $200B CPU market for its new Vera architecture, including long-term China demand despite ongoing US export controls.
