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A successful Vera CPU rollout and a credible $200B TAM could unlock a fresh growth engine, potentially extending upside beyond GPU run-rate. However, execution risk and China exposure transition remain key watchpoints, limiting upside to a moderate range until near-term CPU results validate the thesis.
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NVIDIA is shifting its growth narrative from China exposure to a new CPU-driven expansion centered on the Vera CPU, targeting a $200 billion TAM with about $20 billion in CPU revenue visibility this year. China data-center revenue is no longer forecast in the outlook, signaling a strategic pivot away from a previously dominant market while still highlighting a sizable near-term CPU opportunity. If execution meets targets, NVDA could redefine its growth trajectory beyond GPUs.
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