Jensen Huang, CEO of NVIDIA Corporation (NASDAQ:NVDA), has unveiled a new $200 billion market for the company, courtesy of its latest product, the Vera CPU.

Huang disclosed this new market potential during Wednesday’s first-quarter earnings call. The Vera CPU, introduced in March, is sold individually or bundled with the Rubin GPU. Huang is optimistic that Vera, being “the world’s first CPU, purpose-built for agentic AI,” has unlocked a substantial growth opportunity for NVIDIA.

“Vera opens a brand new $200 billion TAM for Nvidia,” Huang said.

The CEO expressed that Vera has tapped into a “never addressed before” market. The company is collaborating with every major hyperscaler and system maker to deploy it. He stressed that NVIDIA is at the core of the shift towards agentic AI and robotic physical AI.

Huang explained that the company's Vera CPU platform will be deployed in multiple configurations, including alongside Rubin GPUs, as a standalone CPU, and integrated with ConnectX-9 networking for storage and security workloads. He added that millions of Rubin systems paired with Vera CPUs are expected to ship, with additional use cases focused on confidential computing, compute isolation, and infrastructure software.

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