Beyond the $1 Trillion GPUs: Nvidia’s Surging CPU Opportunity Could Steal the Spotlight
Nvidia is set to report earnings after Aug. 26 and remains focused on a $1 trillion GPU opportunity, but investors should also watch a fast-growing CPU stream led by the Vera CPU, which Huang says could unlock a $200 billion CPU TAM with about $20 billion in CPU revenue this year. Meanwhile, data-center revenue projections remain enormous, with consensus estimates around $368 billion in fiscal 2027 and $531 billion in 2028, highlighting the CPU and AI-integration opportunity as a key driver beyond GPUs.