Nvidia's GTC will mark an AI chip pivot. Here's why the CPU is taking center stage
Summary
Nvidia is shifting focus toward CPUs (central processing units, the main general-purpose chips in computers) alongside its famous GPUs (graphics processing units) because agentic AI (AI systems that autonomously complete tasks by orchestrating multiple agents working together) requires significant general computing power to move data and coordinate workflows. The company is unveiling new CPU details at its GTC conference, with demand from major partners like Meta driving a predicted doubling of the CPU market from $27 billion in 2025 to $60 billion by 2030.
Classification
Affected Vendors
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Original source: https://www.cnbc.com/2026/03/13/nvidia-gtc-ai-jensen-huang-cpu-gpu.html
First tracked: March 13, 2026 at 04:00 PM
Classified by LLM (prompt v3) · confidence: 85%