Nvidia CEO Emphasizes CPU Comeback
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 26 2026
0mins
Should l Buy NVDA?
Source: Yahoo Finance
- Rising Importance of CPUs: Nvidia CEO Jensen Huang emphasizes the CPU's resurgence, particularly as AI companies shift towards model deployment, which is expected to drive demand for Nvidia's CPU products and strengthen its competitive position in data centers.
- Market Share Expectations: Huang predicts that Nvidia could become one of the largest CPU manufacturers globally, especially as the usage of high-performance CPUs in data centers is set to increase significantly, creating new revenue streams for the company.
- Strategic Technological Innovation: Nvidia's CPU design focuses on high data processing capabilities to meet AI-driven computing demands, indicating a shift in the company's innovation capacity and competitive strategy in the CPU sector.
- Partnership with Meta: Nvidia's agreement with Meta Platforms to utilize large volumes of its Grace and Vera CPU chips not only expands its customer base but also showcases Nvidia's strategic positioning in the CPU market.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 175.750
Low
200.00
Averages
264.97
High
352.00
Current: 175.750
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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