CNBC Technology·2 min read

Nvidia's GTC will mark an AI chip pivot. Here's why the CPU is taking center stage

Nvidia shifts focus to CPUs amid AI demand surge

Nvidia is shifting its focus to central processing units (CPUs) as they increasingly become the bottleneck in artificial intelligence workflows. At the upcoming GTC conference, Nvidia plans to unveil details about its new Vera CPU, which is designed to optimize performance for agentic AI applications. This strategic pivot follows a significant partnership with Meta, where Nvidia's CPUs are being deployed in data centers, marking a notable shift in the company's chip strategy.

Key Takeaways

  • 1.

    Nvidia's CPU revenue surged 75% year-over-year, reaching over $62 billion.

  • 2.

    The CPU market is projected to grow from $27 billion in 2025 to $60 billion by 2030.

  • 3.

    Nvidia's Vera CPU is set for deployment in 2027 following its partnership with Meta.

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