Nvidia Is Doubling Down on the CPU Market. That's Bad News for AMD and Intel Stock Investors

Nvidia has begun reorienting its business toward CPUs in addition to its dominant GPUs, signaling a major strategic expansion that could disrupt AMD and Intel in the CPU market. The Vera server CPU is already in strong demand and is forecast to generate about $20 billion in revenue for the company. Nvidia also dominates the gaming GPU market, controlling about 95% of that space at the end of 2025, per Jon Peddie Research, and is extending its reach into data-center workloads that require both CPUs and GPUs. In server markets, AMD and Intel still lead, with AMD under 30% of the client CPU market in Q1 2026 and Intel accounting for just over two-thirds of the server CPU market. The Vera CPU is positioned to accelerate Nvidia’s revenue growth, reflecting a broader AI strategy that blends CPUs with its legendary GPUs.