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
… While CPUs account for the lion's share of earnings of these business units, their sales are by far not 100% of their revenue, so actual sales of Xeon and EPYC products are well below $16 billion. The entire x86 server CPU market is worth around $30 billion. …