Nvidia Clarifies $20 Billion CPU Guide Is Only for Standalone Chips
Nvidia clarified that the nearly $20 billion in CPU revenue it discussed this week is for standalone CPUs this year and excludes Grace Blackwell and Vera Rubin modules that include a CPU. The update sharpens the company’s earlier disclosure that it sees a $200 billion CPU market and has visibility into nearly $20 billion of CPU revenue this year.
Nvidia said sales of Grace Blackwell and Vera Rubin modules are counted separately from that $20 billion figure. It added that standalone CPUs are not a new business because it has had Grace standalone sales since last year, and said it would provide more detail on how it sees the CPU market developing at Computex in Taiwan in June.
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@aaronwei3nWow, so the $20B is actually only standalone CPUs. _ CPUs Our guide for $20B in revenues is for this year and is for just standalone CPUs, it doesn’t include Grace Blackwell or Vera Rubin modules that include the CPU. Those sales are sepa