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Jensen Huang says he’s found a ‘brand new’ $200B market for Nvidia

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Nvidia founder and CEO Jensen Huang is, perhaps, one of the greatest corporate hype men of all time when it comes to his company. He may even surpass Salesforce’s Marc Benioff when it comes to relentless optimism in his company’s future and revenues.

Even so, he delivers on the hype, quarter after quarter.

Instead of cautioning you to view the proclamation that he’s found a “brand new $200 billion TAM for Nvidia” with skepticism, I’d argue he’s earned a bit of trust.

Huang positioned this massive new market at the feet of Nvidia’s new CPU product, Vera, which was introduced in March. Speaking on Wednesday’s earnings call — after Nvidia posted another record-breaking quarter with $81.6 billion in revenue and forecast $91 billion for the next — Huang pitched Vera as a potentially transformative product. And one that already has promising sales figures.

But no matter how well Nvidia delivers, Wall Street harbors anxiety over what will knock Nvidia from its perch.

Lately, such fears have centered on the CPU. Nvidia is the king of the GPU, whereas historically the CPU markets were owned by companies like Intel and AMD. (Nvidia has made CPUs previously, of course, but that’s not its core business.)

For example, last month Amazon Web Services crowed about a giant contract it signed with Meta for millions of Amazon’s homegrown AI CPUs. Amazon CEO Andy Jassy has been clear that he thinks AWS can do AI chips, both GPUs and CPUs, at least as well, and possibly better than Nvidia.

But now, with the Vera CPU, which is sold alone and bundled with its Rubin GPU, Huang believes he’s unlocked “a major new growth driver” for his company because Vera is, he believes, “the world’s first CPU, purpose-built for agentic AI,” Huang said on the call.

“Vera opens a brand new $200 billion TAM for Nvidia, a market we have never addressed before, and every major hyperscaler and system maker is partnering with us to deploy it. The world is rebuilding computing for agentic AI and robotic physical AI. Nvidia sits at the center of these transitions,” hype man Huang said.

He explained that while the “thinking” part of an AI model uses GPUs, agents mostly run on CPUs. They use CPUs to do their assigned tasks and will, he predicts, run their own form of CPU-driven PCs.

Vera is for agents because it’s specifically designed to process tokens as fast as possible. This is opposed to classic cloud architecture CPUs designed with “cores,” or the ability to run multiple instances of apps as fast as possible.

That sounds logical, but with the major cloud providers as well as startups pursuing AI chip development, what makes him think that Nvidia will be the go-to source for agentic CPUs?

Because, Huang says, Nvidia has already sold $20 billion worth of standalone Vera CPUs this year and we’re only at the beginning.

“The world has a billion users, human users. My sense is that the world is going to have billions of agents, not today. I mean, we’re going to grow into it, but we’ll have billions of agents, and those billions of agents will all use tools. And those tools are going to be like PCs, just like us humans using using PCs today,” he said.

“We’re going to need a lot more CPUs,” he explained.

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“Blessing Is Back! I Will Crush Anyone In My Way!” — Team Nigeria Captain Orakwe Sends Chilling Warning After First-Round Knockout In Nairobi

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NAIROBI, KENYA – Team Nigeria’s boxing captain, Orakwe Blessing, has sent a strong warning to her remaining opponents at the ongoing African Elite Men’s and Women’s Boxing Championships 2026 in Nairobi, Kenya, after delivering a sensational first-round knockout victory over Uganda’s Aiwine Diana in the women’s 80kg semifinal.

The Nigerian powerhouse produced one of the most emphatic performances of the championship, stopping her Ugandan opponent in the opening round to secure her place in the final and strengthen Nigeria’s hopes of winning gold.

But it was Blessing’s fearless declaration after the contest that added another dimension to her impressive victory.

Speaking in an exclusive post-fight interview, the Nigerian team captain made it clear that she had returned to the continental stage with one mission: to dominate.

“Blessing is back! Tell them I will crush anyone that comes my way. I am not here to joke. I am back!” she declared confidently.

Her statement reflected the determination of a fighter who believes she has unfinished business in African boxing.

As captain of the Nigerian boxing contingent to Kenya, Blessing’s performance carried additional significance, providing inspiration for her teammates and demonstrating leadership inside the ring.

The first-round stoppage also offered a major boost to Nigeria’s campaign, which had earlier suffered several disappointing results and disputed judging decisions.

Unlike those closely contested encounters, Blessing ensured that her semifinal would not require the judges to determine the winner.

Her victory comes as Nigeria celebrates five finalists, including Ridwan Raheem, Ajishola Khadijat, Precious Anine and Patricia Mbata.

For Blessing, however, reaching the final is only another step towards her ultimate ambition of becoming an African champion.

Her explosive performance against Uganda has established her as one of Nigeria’s leading gold medal hopefuls in Nairobi.

With the final approaching, attention now turns to whether the Nigerian captain can reproduce her devastating form against her next opponent.

One thing is certain: Orakwe Blessing has announced her return in spectacular fashion, and her message to the rest of Africa is unmistakable — she has come to Nairobi for gold, not games!

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Keyamo approves design for Lagos airport monorail

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Minister of Aviation and Aerospace Development Festus Keyamo has approved the design of a proposed monorail to link Ikeja Railway Station in Lagos to Murtala Muhammed International Airport (MMIA) in the state.

The project is expected to connect the airport to the Lagos Red Line rail network, providing passengers and other airport users with an alternative to road transport.

Mr Keyamo announced the approval on Tuesday after a meeting with the managing director of the Federal Airports Authority of Nigeria (FAAN), the permanent secretary of the Federal Ministry of Aviation and engineering teams from the ministry and FAAN.

In a post on X, the minister said the proposed line will have five stations, running from Ikeja Railway Station to the international airport’s Terminal 1, which is currently undergoing reconstruction.

He listed the proposed stations/stops as Ikeja Station, Domestic Airport Station, Beesam Station, Toll Gate Station and MMIA Airport Station.

“The monorail is an integral part of the reconstruction of the nation’s major gateway at the MMIA in Lagos,” Mr Keyamo said.

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The design approval follows earlier announcements by the Federal Government about plans to extend rail services from Ikeja to the airport’s domestic and international terminals.

In June, PREMIUM TIMES reported that the government was working with the Lagos State Government to extend the existing rail network to the airport and to expand connectivity.

Recently, Olubunmi Onabanjo-KukuFAAN’she managing directAN, said talks on financing the planned airport rail lint had reached an advanced stage.

Speaking at the World Aviation Festival in Lisbon, Portugal, on 18 October, Ms Onabanjo-Kuku stated that efforts were ongoing to finalise the project’s financing structure.

The planned link is expected to connect the airport’s three terminals to the Red Line as part of its wider modernisation programme.

The proposed rail connection forms part of broader efforts to upgrade facilities at the Lagos airport and improve passenger movement.

Terminal 1 of the international airport is undergoing reconstruction, while other infrastructure upgrades are intended to boost airport operations and the passenger experience.

The airport serves as a major gateway for international travel to and from Nigeria, making access to its terminals crucial for passengers and other users.


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