Jensen Huang says he’s found a ‘brand new’ $200B market for Nvidia

Nvidia identifies a new $200B market in AI agent CPUs, signaling a shift from GPU-dominant training to specialized inference hardware. By 2026, this validates that autonomous AI assistants—spanning enterprise automation, robotics, and personal agents—will drive massive compute demand. Competitors must adapt or risk losing share in this emerging infrastructure layer central to the AI economy.