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.

Nvidia projects a $200B CPU market including China demand, launching its Vera processor for agentic AI with nearly $20B in expected standalone CPU revenue.

Nvidia CEO Jensen Huang projects a $200B CPU market for its new Vera architecture, including long-term China demand despite ongoing US export controls.

NVIDIA shares pulled back following its earnings report and are now approaching a key support level as Jensen Huang eyes the vast $200 billion CPU 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…