NVIDIA CEO Jensen Huang announced that the company's new Vera CPU is targeting a $200 billion total addressable market, marking a significant expansion into a new domain for NVIDIA. Released in March, Vera is the first CPU designed specifically for agentic AI, focusing on rapid token processing. This contrasts with traditional CPUs optimized for multi-instance parallelism. During NVIDIA's earnings call, Huang highlighted the company's record revenue of $81.6 billion this quarter, with projections of $91 billion for the next. NVIDIA has already sold $20 billion worth of Vera CPUs this year. Huang anticipates a future where billions of AI agents globally will drive substantial CPU demand, with major hyperscalers and system manufacturers partnering with NVIDIA to deploy Vera.