Skip to content

Jensen Huang says Nvidia found a 'brand new' $200B market for CPUs for AI agents

techMay 20, 2026710

Nvidia CEO Jensen Huang said the company has found a "brand new" $200 billion market for CPUs built to run autonomous AI agents. He framed CPUs for continuously operating, decision-making agents as a revenue opportunity distinct from Nvidia's existing GPU-focused business because agents need different processing and software. Huang said pursuing that market would pull Nvidia into CPU design competition with Intel, AMD and Arm licensees while expanding demand across data centers, PCs and edge devices.

3 sources