Nvidia's CPU Business Heats Up Amid Agentic AI Boom
Nvidia is on the verge of releasing its fiscal 2027 second-quarter earnings, which will be closely watched by investors. CEO Jensen Huang is expected to provide an update on Nvidia's $1 trillion GPU opportunity.
However, some analysts believe that there's another part of the business that investors shouldn't overlook: Nvidia's central processing unit (CPU) business. CPUs have seen a resurgence due to agentic artificial intelligence, and Nvidia has launched its Vera CPU, specifically built for this purpose.
Nvidia expects about $20 billion in CPU revenue this year alone, making it one of the largest CPU players. Bank of America analysts expect the CPU total addressable market (TAM) to grow fivefold from $35 billion in 2025 to $170 billion by 2030.