infra
Jensen Huang says he’s found a ‘brand new’ $200B market for Nvidia
May 21, 2026
Jensen Huang said Nvidia has found a “brand new” $200 billion market in CPUs for AI agents, marking a new growth target for the company. The prediction highlights Nvidia’s push beyond GPUs into AI infrastructure for agentic workloads, with Huang putting the opportunity size at $200 billion.
The next big thing for Nvidia will be CPUs for AI agents, $200 billion worth, CEO Jensen Huang predicts.
Source: techcrunch.com