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Nvidia's Jensen Huang says company will return 50%+ free cash flow, eyes new CPU market

techJun 2, 2026126

At Computex in Taipei, Nvidia CEO Jensen Huang pledged to return at least 50 percent of free cash flow to shareholders and positioned the company’s Vera CPU platform as a new $200 billion market opportunity. Huang said Nvidia has secured supply to support robust AI growth even as the company remains supply constrained, and he detailed expansion of the N1X product family with planning under way for N3X across GPUs, CPUs, and PCs. He argued that embedding agentic AI into operating systems and shifting more compute to terminals will reshape personal computers, robots, and data centers, making Nvidia’s combined CPU and GPU strategy commercially and strategically significant.

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