While some analysts are anxious over rising competition for Nvidia, CEO Jensen Huang says that he has found a 'brand new' $200 billion market
Nvidia reported record revenue and unveiled its new "Vera" CPU, targeting a massive $200 billion market for AI agents. This strategic move aims to counter rising competition from rivals like Intel, AMD, and cloud giants developing their own AI silicon. Huang believes billions of AI agents will require dedicated CPUs, projecting significant growth.
Nvidia reported record revenue and unveiled its new "Vera" CPU, targeting a massive $200 billion market for AI agents. This strategic move aims to counter rising competition from rivals like Intel, AMD, and cloud giants developing their own AI silicon. Huang believes billions of AI agents will require dedicated CPUs, projecting significant growth.
