By Unknown
Publication Date: 2026-09-15 10:37:00
Key Points
Nvidia looks poised for rapid growth in the data center CPU market currently led by Intel and AMD.
Thanks to strong demand for its Vera CPUs, Nvidia expects revenue in the category to more than double next fiscal year.
Nvidia(NASDAQ: NVDA) absolutely dominates the market for advanced graphics processing units (GPUs) used for artificial intelligence (AI) applications. When it comes to the ultra-computationally intensive processing required to train AI models, the company is often projected to command more than 90% of the market.
Even for less computationally intensive inference applications used to run AI software, estimates of the company’s market share in the category often range between 60% and 75%. Notably, Nvidia hasn’t had much to offer when it comes to central processing units (CPUs) used to run some AI inference applications, and it’s only just starting to compete in the broader server CPU market that is currently dominated by Intel(NASDAQ: INTC) and Advanced Micro Devices(NASDAQ: AMD). On the other hand, Nvidia looks poised to make big inroads in the server CPU market — and it could pose significant challenges for the current category leaders.
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Image source: Getty Images.
