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Jensen Huang: Vera Rubin Opens 'Brand New $200B Market' — NVIDIA Already at $20B in CPU Revenue
During NVIDIA's earnings call, Jensen Huang declared Vera Rubin the company's 'major new growth driver,' calling it 'even more successful than Grace Blackwell.' Vera Rubin, focused on powering agentic AI, opens a $200 billion total addressable market for NVIDIA. The company has already sold $20 billion worth of standalone Vera CPUs this year alone, putting NVIDIA on track to become the world's largest CPU supplier — a market it wasn't even in two years ago.
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