NVIDIA Client-Side CPU Could Tap $35B Market by 2025: Truist

Truist Securities predicts NVIDIA will enter the client CPU market in 2025, potentially unlocking a $35 billion total addressable market.

NVIDIA Client-Side CPU Could Tap $35B Market by 2025: Truist

Truist Securities analyst Will Stein projects that NVIDIA will enter the client-side CPU market in 2025, potentially unlocking a total addressable market (TAM) of around $35 billion. This new product segment is a key factor in their raised stock price target for NVIDIA. NVIDIA's Client-Side CPU Plans According to Will Stein from Truist Securities: “We believe NVDA will announce a client-side CPU during 2025, opening up an additional ~$35B TAM.” Stein remains positive on NVIDIA's AI dominance and their move into client CPUs, citing the company's success in the AI sector as a strong foundation for this expansion. The analyst expects 2025 to be another strong year for NVIDIA due to the new CPU-related market and the company's overall dominance in the technology space. “All relevant industry contacts support the dominance and superiority of NVDA's full technology stack (not just chips...or servers...or even server racks...but especially software and pre-trained models).” Sto…

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