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Jensen Huang says he's found a 'brand new' $200B market for Nvidia

Nvidia reported $81.6B quarterly revenue and forecast $91B next quarter; CEO Jensen Huang claimed Vera CPU opens a 'brand new $200 billion TAM' for agentic AI. Huang called Vera 'the world's first CPU purpose-built for agentic AI,' already seeing promising sales with major hyperscalers partnering.

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26 days ago
Jensen Huang says he's found a 'brand new' $200B market for Nvidia — AIBriefs