By Daniel Howley
Publication Date: 2026-05-21 15:20:00
Nvidia (NVDA) is providing greater clarity into the revenue it expects to see from CPU sales in its current fiscal year.
On Thursday, CFO Colette Kress told Yahoo Finance that the company expects to see $20 billion in revenue from the sale of both standalone CPU (central processing unit) servers and CPUs included in Nvidia’s Grace Blackwell and Vera Rubin superchips.
“We now have an opportunity to also have what we call a standalone CPU, and selling that,” Kress said during an interview with Yahoo Finance.
“We have customers already looking at the opportunity … along with our Vera Rubin and Grace Blackwell together. That together, we believe, for this year, can be a total of $20 billion of CPUs,” she added.
Kress’s comments add clarity to CEO Jensen Huang’s statement during the company’s earnings call, noting that standalone CPU sales would bring in $20 billion.
All totaled, Huang said the CPU market represents a $200 billion opportunity for Nvidia.
According to Kress, CPU-only server customers will largely be similar to those that already purchase the company’s GPU superchip-based systems.
“We see this continuing within our full systems and a very big market now for just the standalone as well,” Kress explained.
GPUs, graphics processing units, made Nvidia the company it is today, thanks to their ability to train and run AI models. Nvidia has offered its own CPUs for years, largely pairing them with its GPUs in its AI…
