Jensen Huang says he’s found a ‘brand new’ $200B market for Nvidia
THE SO WHAT
Calling AI-agent CPUs a $200B market is Nvidia telling you the stack is re-bundling — inference isn’t just GPUs, it’s heterogeneous systems tuned for agents. If you’re designing infra or software, assume CPU/GPU co-design and agent-specific hardware features become table stakes over the next hardware cycle.
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