Nvidia CEO Jensen Huang predicts $200 billion market for new Vera CPU powering AI agents
By
Julie Bort
The bagel they save for the regulars. Don't skim, savour.
Summary
Nvidia CEO Jensen Huang claims the company has discovered a 'brand new' $200 billion total addressable market (TAM) for its new Vera CPU product, targeting AI agents. The article notes Huang's track record of delivering on his optimistic predictions, suggesting readers should take his latest bold claim seriously despite its grand scale.
Key quotes
· 3 pulledJensen Huang says he's found a 'brand new' $200 billion TAM for Nvidia
Instead of cautioning you to view the proclamation... with skepticism, I'd argue he's earned a bit of trust.
Huang positioned this massive new market at the feet of Nvidia's new CPU product, Vera, which was introduced in March.
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