Nvidia targets $200 billion CPU market with Vera Rubin platform to become world's leading CPU supplier

Nvidia's Vera Rubin platform will offer a stand-alone CPU, with the company predicting $20 billion in stand-alone CPU sales this year, beginning in the third quarter.

CPUs are optimized for agentic AI (AI that thinks and takes actions to solve problems in real-world applications), offering sufficient compute power with higher energy efficiency than GPUs.

Leadership in both GPUs and CPUs could help Nvidia's revenue grow in coming quarters and broaden revenue opportunities beyond AI, reducing risk for shareholders who were concerned about the company's focus on GPUs and AI.