Nvidia Expects $20Bn Revenue From CPU Server Sales

Catenaa, Thursday, May 21, 2026- Nvidia is expecting to see $20 billion in revenue from the sale of both standalone CPU servers and CPUs in Blackwell and Vera Rubin superchips.

“We now have an opportunity to also have what we call a standalone CPU, and selling that,” CFO Colette Kress told Yahoo Finance during an interview on Thursday.

“We have customers already looking at the opportunity … along with our Vera Rubin and Grace Blackwell together. That together, we believe, for this year, can be a total of $20 billion of CPUs,” she added.

Kress’s comments add clarity to CEO Jensen Huang’s statement during the company’s earnings call, noting that standalone CPU sales would bring in $20 billion.

All totaled, Huang said the CPU market represents a $200 billion opportunity for Nvidia.

According to Kress, CPU-only server customers will largely be similar to those who already purchase the company’s GPU superchip-based systems.

“We see this continuing within our full systems and a very big market now for just the standalone as well,” Kress explained.

GPUs, graphics processing units, made Nvidia the company it is today, thanks to their ability to train and run AI models. Nvidia has offered its own CPUs for years, largely pairing them with its GPUs in its AI servers.

The company’s GB300 chips are made up of a single Grace CPU and two Blackwell Ultra GPUs. Likewise, the company’s next-generation Vera Rubin superchips are made up of Vera CPUs and Rubin GPUs.

But Nvidia is now breaking out its CPUs and building them into their own standalone servers. The reason? AI agents.

Think of AI agents as semi-autonomous and fully autonomous digital helpers that perform tasks like sorting through emails, browsing the web, and organizing your files.

While the GPU handles the actual AI model, the AI agent taps into a CPU to take those actions on your behalf.

It’s creating an interesting dynamic in the chip industry, and elevating a chip that at one point was relegated to also-ran status next to GPUs.

In March, Nvidia announced that it will ship its first CPU-only Grace servers to Meta, with plans to deploy Vera-only servers in 2027.