NVIDIA founder and CEO Jensen Huang has long been renowned for his highly infectious "hype-building" capabilities, but this time, his confidence was far from baseless. Recently, after NVIDIA reported another record-breaking quarterly performance—revenue reaching $81.6 billion with guidance of up to $91.0 billion for the next quarter—Huang officially unveiled a major product at an earnings call: a CPU designed specifically for "agentic AI," codenamed Vera. Huang stated that the launch of Vera will open a total addressable market (TAM) worth as much as $200 billion for NVIDIA, marking entry into a domain previously untouched by the company. "Major hyperscale cloud providers and system manufacturers worldwide are already collaborating with us to deploy Vera," he emphasized. "The world is reconstructing its computing infrastructure around agentic AI and robotics physical AI, and NVIDIA stands at the heart of this transformation." He further explained that while current AI models rely primarily on GPUs for their "thinking" processes, AI agents operate mainly through CPUs. Unlike classic server-class designs centered on multi-core architectures, Vera is built expressly for ultra-fast token processing. Despite competitive pressures from AWS's in-house chips and traditional CPU vendors like Intel and AMD, Huang's confidence stems from tangible results: NVIDIA has independently sold $20 billion worth of Vera CPUs so far this year. He predicted, "There are approximately 1 billion human users today, and the future world will host billions of AI agents—all requiring CPU-driven tools akin to how humans use PCs. Therefore, we will need more CPUs."