Nvidia CFO cites nearly $20B CPU revenue visibility this year, says Vera CPU targets $200B market; company reiterates "full confidence" in $1T revenue forecast for Blackwell and Rubin.
Nvidia's CFO said on a conference call that the company has visibility into nearly $20 billion in CPU revenue this year and that its Vera CPU gives access to a $200 billion total addressable market. The CFO also said Nvidia reiterated "full confidence" in its $1 trillion revenue forecast for Blackwell and Rubin.
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