Analyst says Nvidia poised to capture two-thirds of the x86 server CPU market from Intel and AMD with expected $20 billion in revenue — 'Nvidia is already on track'to deliver 4 million Vera CPUs in FY2027
Nvidia is projected to capture two-thirds of the x86 server CPU market, surpassing Intel and AMD with an expected revenue of $20 billion. The company's success is attributed to its vertical integration and partnerships with major hyperscale and system makers. Nvidia plans to deliver 4 million Vera CPUs in fiscal year 2027, positioning itself as the world's leading CPU supplier.
- ▪Nvidia's revenue reached a record-breaking $81.65 billion in Q1 2027, driven by AI and data center product sales.
- ▪The company expects sales of its Grace and Vera CPUs to hit $20 billion this fiscal year.
- ▪Nvidia's entry into the x86 server CPU market could make it the world's No. 1 supplier, with a market worth around $30 billion.
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PC Components CPUs Analyst says Nvidia poised to capture two-thirds of the x86 server CPU market from Intel and AMD with expected $20 billion in revenue — 'Nvidia is already on track' to deliver 4 million Vera CPUs in FY2027 MEMBER EXCLUSIVE News Analysis By Anton Shilov published 22 May 2026 Nvidia's x86 CPU success rests on vertical integration. When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works. (Image credit: Nvidia) Share Copy link Facebook X Whatsapp Reddit Pinterest Flipboard Email Share this article Join the conversation Follow us Add us as a preferred source on Google Newsletter Subscribe to our newsletter This week, Nvidia released its Q1 2027 results, posting a record-breaking $81.65 billion in revenue thanks to sales of its AI…
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