Nvidia expects its CPU revenue to exceed $40 billion in fiscal year 2028, more than doubling from the $20 billion estimated for fiscal year 2027. This growth targets a $200 billion total addressable market focused on agentic AI workloads. Wolfe Research analysts project revenues of $6.6 billion in 2026, $14 billion in 2027, and $24.6 billion in 2028. CPUs currently account for approximately 3% of Nvidia’s total revenue, a share expected to reach 5% by 2028. The company builds its processors on Arm architecture rather than x86, aiming to carve out a parallel market instead of directly stealing share from Intel and AMD.
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