Nvidia uncovers $3.4 quadrillion revenue opportunity beyond GPU market

AI chipmaker Nvidia appears to have no shortage of fuel to continue dominating the global technology industry. Following its massive success in the GPU market, Nvidia’s founder and CEO Jensen Huang recently boasts that the company has discovered a new market opportunity it has never entered before. Huang claims this new market has a potential total value of $200 billion (approximately Rp 3. quadrillion).

What is Nvidia’s new ‘secret weapon’ to harvest this profit? It’s their latest CPU product named Vera. Huang made this ambitious statement during Nvidia’s first fiscal 2027 earnings call, which recorded exceptional performance. He positioned the Vera chip as a revolutionary breakthrough, claiming it is ‘the world’s first CPU built specifically for agentic AI’.

Agentic AI refers to autonomous AI systems that can not only respond to conversations but also execute tasks sequentially and independently use software tools. Unlike traditional cloud CPUs from Intel or AMD, which are designed for multi-core multitasking, Vera is exclusively optimized for information token processing speed.

Jensen Huang’s vision for the future of computing is radical. He predicts that in the near future, billions of autonomous AI agents will operate like everyday human PC users. To support the activities of billions of AI agents and physical robots, the world will need a massive overhaul of computing infrastructure. This is where Nvidia’s VeraCPU comes in.

Huang claims that every hyperscaler (major cloud provider) and system builder globally has partnered with Nvidia to deploy this technology. This serves as a strong indicator that the market is just beginning to explode. The announcement coincides with Nvidia’s current momentum, having recorded a record $81.6 billion in revenue last quarter. The company projects revenue will surge to $91 billion next quarter.