--- title: "NVIDIA CEO Jensen Huang sounds the horn! Preparing for a new battle in the CPU market, targeting Intel and AMD" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/276996117.md" description: "NVIDIA CEO Jensen Huang stated that the company will actively enter the CPU market to challenge Intel and AMD. Although NVIDIA's wealth primarily comes from GPUs, Huang emphasized the importance of CPUs, believing they will regain attention in AI model deployment. He predicted that NVIDIA's CPU products will achieve rapid growth in data centers and stated that the company is prepared for this" datetime: "2026-02-26T07:06:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/276996117.md) - [en](https://longbridge.com/en/news/276996117.md) - [zh-HK](https://longbridge.com/zh-HK/news/276996117.md) --- > 支持的语言: [English](https://longbridge.com/en/news/276996117.md) | [繁體中文](https://longbridge.com/zh-HK/news/276996117.md) # NVIDIA CEO Jensen Huang sounds the horn! Preparing for a new battle in the CPU market, targeting Intel and AMD According to Zhitong Finance APP, although NVIDIA (NVDA.US) currently has a massive wealth primarily built on dedicated graphics processing units (GPUs) for artificial intelligence servers, its CEO Jensen Huang is increasingly showing a preference for general-purpose central processing units (CPUs). For decades, the CPU, traditionally regarded as the "brain" of computers, was almost synonymous with Intel (INTC.US) and sometimes associated with AMD (AMD.US). Huang has pointed out that in the past, 90% of computing tasks were handled by CPUs, with only 10% completed by GPUs, but this ratio has reversed in recent years. However, as AI companies shift their focus from model training to model deployment, CPUs are regaining attention and are even seen as a choice on par with GPUs. NVIDIA plans to play a significant role in this transition. Huang stated during the company's fourth-quarter earnings call, "We love CPUs just as much as we love GPUs." He assured analysts that NVIDIA is not only prepared for the return of CPUs but that its data center CPU products, first launched in 2023, will possess capabilities that surpass competitors. At last month's Consumer Electronics Show in Las Vegas, Huang further predicted that the usage of high-performance NVIDIA CPUs in data centers will experience explosive growth, stating, "I wouldn't be surprised if NVIDIA becomes one of the largest CPU manufacturers in the world." **The Battle Between CPUs and GPUs** For decades, CPUs and GPUs have each played their roles. The CPU, as a general-purpose chip, is designed to process various mathematical tasks that software programmers may assign at a reasonable speed. In contrast, GPUs specialize in executing a set of simpler mathematical operations but can perform thousands of them simultaneously in parallel. In video games, this means calculating the values of thousands of pixels on the screen multiple times per second; in the AI field, it involves performing multiplication and addition on large numerical matrices that developers use to represent text, images, and other real-world data. AI companies are increasingly deploying "agents" capable of autonomously executing tasks such as writing code, filtering documents, and drafting research reports. Creative Strategies analyst Ben Bajarin noted that such computations "are increasingly, and sometimes primarily, running on CPUs." He believes that the configuration of NVIDIA's current flagship AI server NVL72 (which contains 36 CPUs and 72 GPUs) may evolve to a 1:1 ratio when handling so-called "agent" workloads, potentially eliminating the need for GPUs altogether. **NVIDIA Aims to Prove Its Strength** To demonstrate its ambitions in the CPU field, NVIDIA recently announced an agreement with Meta Platforms, which will extensively adopt NVIDIA's Grace and Vera CPU chips as standalone products. This marks a relatively new direction compared to NVIDIA's existing AI servers, where each CPU is paired with multiple GPUs. However, this does not mean that Meta is changing its CPU supplier; it is more likely expanding its supplier portfolio. A few days later, AMD also announced a large deal with Meta that includes its CPUs, and Meta has a long history of purchasing AMD's CPUs At the analyst conference call, Jensen Huang elaborated on the fundamentally different approach NVIDIA is taking in CPU design. He explained why NVIDIA minimized the method of breaking chips down into smaller units, which is employed by Intel and AMD, emphasizing that NVIDIA's CPUs can continuously handle numerous simple tasks thanks to good access to large amounts of memory. "Its design philosophy focuses on extremely high data processing capabilities," Huang said, "because most of the computing problems we care about are data-driven—artificial intelligence is one of them." Dave Altavilla, chief analyst at HotTech Vision and Analysis, believes that NVIDIA aims to prove that the traditional CPUs, which were primarily supplied by Intel, "are no longer the assumed foundation of modern computing infrastructure, but merely one of many architectural options." Jensen Huang revealed that NVIDIA will disclose more information about its CPUs at the annual developer conference to be held next month in Silicon Valley ### 相关股票 - [NVIDIA (NVDA.US)](https://longbridge.com/zh-CN/quote/NVDA.US.md) - [AMD (AMD.US)](https://longbridge.com/zh-CN/quote/AMD.US.md) - [Intel (INTC.US)](https://longbridge.com/zh-CN/quote/INTC.US.md) - [Direxion Daily AMD Bull 2X Shares (AMUU.US)](https://longbridge.com/zh-CN/quote/AMUU.US.md) - [VanEck Semiconductor ETF (SMH.US)](https://longbridge.com/zh-CN/quote/SMH.US.md) - [GraniteShares 2x Long NVDA Daily ETF (NVDL.US)](https://longbridge.com/zh-CN/quote/NVDL.US.md) - [SPDR S&P Semicon (XSD.US)](https://longbridge.com/zh-CN/quote/XSD.US.md) - [T-Rex 2X Long NVIDIA Daily Target ETF (NVDX.US)](https://longbridge.com/zh-CN/quote/NVDX.US.md) - [YieldMax NVDA Option Income Strategy ETF (NVDY.US)](https://longbridge.com/zh-CN/quote/NVDY.US.md) - [iShares Semiconductor ETF (SOXX.US)](https://longbridge.com/zh-CN/quote/SOXX.US.md) - [Invesco PHLX Semiconductor ETF (SOXQ.US)](https://longbridge.com/zh-CN/quote/SOXQ.US.md) - [Direxion Daily NVDA Bull 2X Shares (NVDU.US)](https://longbridge.com/zh-CN/quote/NVDU.US.md) - [GraniteShares 2x Long AMD Daily ETF (AMDL.US)](https://longbridge.com/zh-CN/quote/AMDL.US.md) - [GraniteShares 2x Long INTC Daily ETF (INTW.US)](https://longbridge.com/zh-CN/quote/INTW.US.md) - [Direxion Semicon Bull 3X (SOXL.US)](https://longbridge.com/zh-CN/quote/SOXL.US.md) - [XL2CSOPNVDA (07788.HK)](https://longbridge.com/zh-CN/quote/07788.HK.md) - [XI2CSOPNVDA (07388.HK)](https://longbridge.com/zh-CN/quote/07388.HK.md) - [Direxion Daily NVDA Bear 1X ETF (NVDD.US)](https://longbridge.com/zh-CN/quote/NVDD.US.md) - [T-Rex 2X Inverse NVIDIA Daily Target ETF (NVDQ.US)](https://longbridge.com/zh-CN/quote/NVDQ.US.md) ## 相关资讯与研究 - [Vietnam Backs AMD R&D Hub, Targets 9,000 Trained Tech Workers by 2030](https://longbridge.com/zh-CN/news/279971683.md) - [Nvidia reopens China channel, but H200 flows remain policy-constrained](https://longbridge.com/zh-CN/news/279768278.md) - [Nvidia Asked by US Senators to Provide Details on Groq Deal](https://longbridge.com/zh-CN/news/279931631.md) - [Key facts: Nvidia AWS & Groq pacts; beats/caution; Vera CPU & cloud](https://longbridge.com/zh-CN/news/279987884.md) - [Trump Gives Nvidia Investors Score Big Win](https://longbridge.com/zh-CN/news/279478186.md)