Analyst says Nvidia poised to capture two-thirds of the x86 server CPU market from Intel and AMD with expected $20 billion in revenue — 'Nvidia is already on track' to deliver 4 million Vera CPUs in FY2027

Nvidia said Grace and Vera CPU revenue could reach nearly $20 billion this fiscal year.

Analysts say that could amount to about two-thirds of the $30 billion x86 server CPU market.

Nvidia clarified the estimate includes CPUs sold in integrated AI systems and as standalone products.

One analyst thinks Nvidia could ship around 4 million Vera CPUs as Rubin-based deployments scale up.

If that happens, Nvidia could become the top server CPU supplier by revenue and pressure Intel and AMD further.