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The next big thing for Nvidia will be CPUs for AI agents, $200 billion worth, CE

BACKGROUND
2 SIGNALSFIRST DETECTED 21 May 2026
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How the story developed
Other feeds and industry voices
10 Sept
Jensen Huang explains why Nvidia will grow an astounding 70% next year

Nvidia has its finger in every pie, and sees another year of plenty in its future, Jensen Huang says. But, he insists, its deals are not circular.

REPORT · WHO · TechCrunch AIOPEN STORY
23 May
Nvidia says its forecast for $200 billion CPU market includes China reut.rs/4nK7tTn

Nvidia says its forecast for $200 billion CPU market includes China reut.rs/4nK7tTn

OPINION · WHO · ReutersOPEN STORY
18 May
NVIDIA CEO Jensen Huang at Dell Technologies World: “Demand Is Going Parabolic, Utterly Parabolic”

Agentic AI inference at one-tenth the cost per token with NVIDIA Vera Rubin NVL72. Agent sandboxes run 50% faster on NVIDIA Vera than traditional CPUs — while enterprise data

REPORT · WHO · NVIDIA BlogOPEN STORY
8 May
Nvidia to invest up to $2.1 billion in IREN as part of AI data center deal reut.rs/4ttolyZ

Nvidia to invest up to $2.1 billion in IREN as part of AI data center deal reut.rs/4ttolyZ

OPINION · WHAT · ReutersOPEN STORY
13 Aug
Nvidia’s new $500B plan is risky but brilliant, especially for aging GPUs

Nvidia’s new $500B plan is risky but brilliant, especially for aging GPUs

OPINION · WHAT · TechCrunchOPEN STORY
9 May
Nvidia has already committed $40B to equity AI deals this year

Nvidia continues to be a big investor in the AI ecosystem.

REPORT · WHAT · TechCrunch AIOPEN STORY
20 Mar
What happened at Nvidia GTC: NemoClaw, Robot Olaf, and a $1 trillion bet

CEO Jensen Huang took the stage at Nvidia’s GTC conference this week in his signature leather jacket to deliver a two-and-a-half-hour keynote,

REPORT · WHO · TechCrunch AIOPEN STORY
27 Aug
Nvidia projects $673B in sales as AI demand widens

<a href="https://news.ycombinator.com/item?id=49466052">Comments</a>

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