Nvidia Projects $20 Billion in CPU Sales Within $200 Billion Market
Nvidia CFO Colette Kress said the company has visibility into nearly $20 billion in standalone CPU revenue this year, targeting a $200 billion total addressable market previously unaddressed. Major hyperscalers and system makers are partnering to deploy Grace and future Vera CPUs in AI data centers.
1. Significant CPU Revenue Outlook
CFO Colette Kress stated visibility into nearly $20 billion in standalone CPU sales this year as Nvidia targets a previously untapped $200 billion CPU total addressable market.
2. Partnerships and Deployments
Every major hyperscaler and system maker has partnered to deploy Nvidia’s Grace CPUs in AI servers, with CPU-only Grace server shipments starting to Meta and Vera-only CPU deployments planned for 2027.
3. Competitive Landscape
Intel’s constrained supply has driven its stock up 222% year-to-date, while AMD’s EPYC CPUs and Instinct GPUs contributed to a 57% year-over-year revenue increase to $5.8 billion.