Nvidia Unveils Vera CPU to Open $200B AI TAM

Nvidia's May 23 Vera CPU launch marks the latest expansion of its AI infrastructure dominance following blockbuster fiscal Q1 2027 results. Revenue hit $81.6 billion (+85% YoY) with data-center sales of $75.2 billion (+92%), beating estimates and prompting a $91 billion Q2 revenue guide. Management also authorized an $80 billion buyback and raised the quarterly dividend 25-fold to $0.25 while projecting nearly $20 billion in standalone CPU revenue this year from the new $200 billion TAM opportunity.