Analyst says Nvidia poised to capture two-thirds of the x86 server CPU market from Intel and AMD with expected $20 billion in revenue — 'Nvidia is already on track'to deliver 4 million Vera CPUs in FY2027
An analyst predicts Nvidia will capture two-thirds of the x86 server CPU market, generating an estimated $20 billion in revenue this fiscal year. This market share would surpass both Intel and AMD, who currently dominate the space. Nvidia's strategy relies on vertical integration, selling CPUs as part of larger platforms like the Vera Rubin system, which is expected to drive significant sales. AI
IMPACT Nvidia's potential dominance in server CPUs could accelerate AI infrastructure build-outs and competition.