TechCrunch AIMay 21, 2026, 12:28 AMJulie Bortimportant 85

黃仁勳預測 Nvidia 的下一個「全新」2000 億美元市場:用於 AI Agent 的 CPU

Original: Jensen Huang says he’s found a ‘brand new’ $200B market for Nvidia

Nvidia CEO Jensen Huang has recently put forward a major market prediction, stating that Nvidia has its sights set on a brand-new market…

Nvidia 執行長黃仁勳指出,公司的下一個重大成長動能將是專為 AI Agent(人工智慧代理)設計的 CPU 市場,估值高達 2000 億美元。隨著 AI 技術從單純的對話生成轉向能自主執行任務的 Agent,底層運算架構的需求也正在發生轉變。這項預測顯示出 Nvidia 除了在 GPU 領域稱霸外,也正積極佈局 CPU 與整體系統級的 AI 生態系。

Nvidia CEO Jensen Huang has recently put forward a major market prediction, stating that Nvidia has its sights set on a brand-new market worth as much as $200 billion — CPUs designed and built specifically for AI agents.

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