NVIDIA AI Updates: May 21, 2026

1. Jensen says Vera CPU opens a “brand new $200B market” and reports $20B sold already in 2026

NVIDIA. On NVIDIA’s earnings call, Jensen Huang framed the Vera CPU, introduced at GTC 2026 as the company’s first CPU “purpose-built for agentic AI,” as opening a $200 billion total addressable market the company has never addressed before. Huang said Vera is being deployed by every major hyperscaler and system maker, and disclosed that NVIDIA has already sold roughly $20 billion of standalone Vera CPUs in 2026 to-date, in addition to Vera units sold bundled with Rubin GPUs in NVL72 racks. The pitch is that classical cloud CPUs are tuned for multi-app oversubscription, whereas agentic workloads require sustained per-token CPU throughput as billions of agents come online, and Vera is the first chip NVIDIA is selling specifically against that workload shape. Source

2. NVIDIA posts $81.6B quarter, beats estimates, and discloses $43B in AI startup holdings

NVIDIA. NVIDIA reported $81.62 billion in quarterly revenue and $1.87 EPS, beating consensus estimates of $79.2 billion and $1.78, with management citing record demand for Blackwell and the early Vera Rubin ramp. The same filing disclosed roughly $43 billion in equity holdings across AI startups, the broadest public look so far at NVIDIA’s strategic-investment book, which has grown into one of the largest single concentrations of private AI exposure outside the labs themselves. Forward guidance softened modestly versus prior quarters, with the company flagging supply-side limits on Rubin and a more cautious view of growth deceleration once hyperscale capex normalizes around the new Vera Rubin generation. Source