Nvidia CEO makes bullish remarks about AMD; CPU market worth 2,000billion dollars

Nvidia CEO Jensen Huang said 5in 26remarks that AMD is well positioned in the emerging agentic AI market. He also noted that the competitive landscape is taking shape, naming a particular company in his remarks. His comments conveyed Nvidia’s view of the market and its assessment of the opportunity.

AMD 1reported that revenue in the quarter rose 38% year over year. The company said its market share in the CPU segment is expanding. The earnings report and the company’s comments formed the backdrop to the market reaction.

Nvidia said it estimated the CPU market opportunity at 2000billion dollars (2,000billion dollars). Jensen Huang said the market is large enough for several competitors to coexist. AMD was named as one of the contenders in his remarks.

CEO Huang explained that CPU demand would also change as AI shifts from training-centered to inference-centered. He said that during inference, the role of CPUs could become important for certain workloads. This view was linked to market expectations for CPU suppliers.

AMD's announcement 1said that the company was prepared to seize the opportunity, citing its quarterly results and gains in CPU market share. The company mentioned the competitiveness of its products and its market entry status. Further details on specific contracts or expanded figures may be disclosed in a quarterly report.

Jensen Huang's remarks and AMD's earnings announcement came at the same time. The two developments drew market attention to opportunities in the CPU market. Whether related information emerges in further announcements or quarterly results is the next point to watch.