Nvidia announces entry into CPU market, leaving AMD and Intel sleepless tonight

Glonghui, May 21｜NVIDIA is no longer content with dominating the global GPU data center market; the company has announced that it now aims to become a leading global CPU supplier. Chief Financial Officer Colette Kress announced this news during NVIDIA's Q1 earnings call on Thursday, stating that the CPU market represents a total addressable market of $200 billion—an area that NVIDIA has never entered before. The company currently expects its standalone CPU revenue this year to approach $20 billion, and all major hyperscale vendors and system manufacturers are partnering with NVIDIA to deploy these chips. According to market participants, the market was completely unprepared for NVIDIA to enter the CPU market so quickly and directly. This move directly impacts the competitive landscape for AMD and Intel. The pressure faced by AMD and Intel at Thursday's market opening was not merely due to capital rotation, but rather a real shift in the competitive landscape.