On Aug. 26, Nvidia CEO Jensen Huang Will Provide an Update on Nvidia's $1 Trillion GPU Opportunity. But There's a Smaller Part of the Business Investors Shouldn't Overlook

Ahead of Nvidia's Aug. 26 earnings report, investors will focus on the company's $1 trillion GPU opportunity from Blackwell and Vera Rubin platforms. However, the article highlights an emerging opportunity in Nvidia's CPU business for agentic AI, which Huang projects could generate $20 billion in revenue this year and open a $200 billion total addressable market. Bank of America analysts expect the CPU market to grow fivefold to $170 billion by 2030, potentially becoming a significant growth driver alongside GPUs.