NVIDIA Says Its CPU Revenue Sits Outside the $1 Trillion Forecast. Here’s Where the Stock Could Go - TIKR.com

NVIDIA announced on its May 2025 earnings call that its first custom CPU, Vera, would open a new $200 billion market TAM, with an estimated $20 billion in standalone CPU revenue for the year. However,... Read original →

NVIDIA's launch of the Vera CPU signals a deeper foray into the server CPU market, with profound implications across the semiconductor supply chain. Technologically, outperforming x86 processors could drive more enterprises toward NVIDIA's solutions, fostering further integration in GPU and AI chip markets. Amidst geopolitical tensions, however, supply chain security becomes a critical concern, especially regarding dependencies on key regions like Taiwan, China, and Hong Kong, China. Competitors AMD and Intel are likely to expedite their product cycles and may resort to price wars or strategic partnerships to maintain market share. Over the next 12-24 months, whether NVIDIA can realize its projected standalone CPU revenue will be crucial. While current stock prices reflect high investor expectations, actual earnings will need to justify these valuations over time.