Nvidia CEO Jensen Huang unveils RTX Spark PC chip and Vera CPU at GTC Taipei, positioning company to enter $200 billion CPU market

Nvidia announced the RTX Spark, an AI superchip designed for PCs in collaboration with Microsoft, and the Vera CPU, which is up to 1.8 times faster than legacy x86 processors. Both are aimed at supporting agentic AI (AI agents that run autonomously on personal computers). The RTX Spark will debut later this year in PCs from Microsoft, Dell, and HP, among others; the Vera CPU is now in full production with customers including Anthropic, OpenAI, SpaceX, Oracle, CoreWeave, and Nebius.

CFO Colette Kress stated that the Vera CPU opens a $200 billion total addressable market for Nvidia and that the company has visibility to nearly $20 billion in total CPU revenue this year. The company aims to become the world's leading CPU supplier.

The global AI PC market is expected to grow from $58 billion in 2025 to $321 billion by 2035, according to market research firm Precedence Research. For Nvidia's fiscal 2027 first quarter (ended April 26), the company delivered record revenue of $81.6 billion, up 85% year over year, with record data center revenue of $75 billion, up 92%, and management is guiding for Q2 revenue growth of 95%.