Jensen Huang says he’s found a ‘brand new’ $200B market for Nvidia
TechCrunch AI Julie Bort May 21, 2026

AI Summary— plain English for professionals
# What Nvidia's CEO Sees Next Nvidia's leader believes the company has found a massive new business opportunity worth $200 billion: selling computer chips designed specifically to power AI agents—software that can independently perform tasks like scheduling, research, or customer service. This represents a shift from Nvidia's current focus on chips that train and run large AI models. If accurate, this could mean significant growth for the company and a new wave of AI products entering workplaces over the next few years.
The next big thing for Nvidia will be CPUs for AI agents, $200 billion worth, CEO Jensen Huang predicts.
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