Nvidia forecasts $200B CPU market, includes China demand despite export restrictions
Nvidia is forecasting a $200 billion total addressable market for CPUs, including demand from China despite existing export restrictions. The company expects to generate nearly $20 billion in standalone CPU revenue this fiscal year with its new CPU, Vera, designed for agentic AI. This move marks Nvidia's entry into the CPU market, traditionally dominated by Intel and AMD, as part of a vertical integration strategy in AI infrastructure.
- ▪Nvidia is projecting a $200 billion total addressable market for CPUs.
- ▪The company expects nearly $20 billion in standalone CPU revenue for the current fiscal year.
- ▪Nvidia's new CPU, Vera, is described as purpose-built for agentic AI.
- ▪Initial deliveries of Vera have gone to major AI companies like Anthropic, OpenAI, and Oracle.
- ▪Nvidia's forecast includes anticipated demand from China despite US export restrictions.
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Nvidia forecasts $200B CPU market, includes China demand despite export restrictions Jensen Huang's company is no longer content dominating GPUs. Now it wants the CPU throne too, projecting nearly $20 billion in standalone processor revenue this fiscal year. Share Add us on Google by Editorial Team May. 23, 2026 window.sevioads = window.sevioads || []; var sevioads_preferences = []; sevioads_preferences[0] = {}; sevioads_preferences[0].zone = "01f21ccf-2092-46b1-9ac7-8c44cc782e0f"; sevioads_preferences[0].adType = "native"; sevioads_preferences[0].inventoryId = "c5700508-581b-472c-8fdd-a931cdbfc8e1"; sevioads_preferences[0].accountId = "1e47efc1-ec2d-4fca-a8b9-354e249e5095"; sevioads.push(sevioads_preferences); Nvidia just told the chip industry it’s coming for everything.
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