By Daniel Howley
Publication Date: 2026-05-20 22:11:00
Nvidia (NVDA), no longer content with dominating the global GPU data center market, says it is now setting its sights on also becoming the world’s leading CPU supplier.
CFO Colette Kress made the announcement during Nvidia’s Q1 earnings call on Thursday, saying the CPU space represents a $200 billion total addressable market that Nvidia has never addressed before.
According to Kress, the company now has visibility into nearly $20 billion in standalone CPU revenue this year, with every major hyperscaler and system maker partnering with Nvidia to deploy the chips.
“The world is rebuilding computing for agentic AI and robotic physical AI,” Nvidia CEO Jensen Huang said during the earnings call. “Nvidia sits at the center of these transitions.”
GPUs, graphics processing units, made Nvidia the company it is today thanks to their ability to train and run AI models. But CPUs, central processing units, are quickly becoming integral to AI data centers as AI agents continue to explode in popularity.
Think of AI agents as semi-autonomous and fully autonomous digital helpers that perform tasks like sorting through emails, browsing the web, and organizing your files. While the GPU handles the actual AI model, the AI agent needs to tap into a CPU to take those actions on your behalf.
Nvidia has offered its own CPUs for years, largely pairing them with its GPUs in its AI servers. The company’s GB300 chips are made up of a single Grace CPU and two…
