Nvidia CEO Jensen Huang announced the opening of a new target market worth $200 billion. The main driver of growth should be the new Vera central processor, designed specifically for agent-based artificial intelligence.
Nvidia CEO Jensen Huang announced the opening of a new target market worth $200 billion. The main driver of growth should be the new Vera central processor, designed specifically for agent-based artificial intelligence.
The company's CEO said this during a call with investors on financial results for the last quarter, reports TechCrunch.
According to Huang, the Vera processor, introduced in March, is the world's first CPU designed specifically for AI agents. It can be delivered either separately or bundled with the new Rubin GPU. The difference between Vera and classic cloud processors lies in its architecture: the chip is optimized for the fastest token processing, rather than for running a large number of applications simultaneously.
“Vera opens up a whole new $200 billion market for Nvidia that we’ve never worked with before. Every major hyperscaler and system manufacturer is working with us to deploy it. The world is reimagining computing for agent-based and robotic physical AI, and Nvidia is at the center of these transitions,” Huang said.
He explained that GPUs are needed by AI models for the “thinking” process, while the execution of specific tasks by agents falls mainly on central processors. Huang assures that there is already demand for the new product - this year sales of individual Vera processors reached $20 billion.
"There are a billion human users in the world. I feel like there will be billions of agents in the world in the future. They will all be using tools that will be similar to PCs, just like we humans use computers today. We will need a lot more CPUs," the Nvidia CEO summed up.
Previously, Nvidia CEO said that the volume of orders for the latest Blackwell and Vera Rubin chips will reach an astronomical $1 trillion by 2027.
