# During Nvidia's earnings presentation, CEO Jensen Huang spoke at length about Vera, the group's next-generation CPU.

*semiconductor · news · 2026-05-21 · MarketScreener*

## Key points

- Nvidia projects standalone Vera CPU sales could reach $20bn in its first year.
- Vera processors are built on Arm architecture, directly boosting Arm's royalty prospects.
- Analysts now see Arm's main growth potential in AGI processor demand, not traditional royalties.
- Arm forecasts AGI processor revenue to rise from $1bn in FY 2028 to $15bn by FY 2031.
- Jefferies suggests Arm's AGI revenue estimates may be significantly exceeded due to Nvidia's Vera.

**Companies:** Nvidia, Arm

[Read the full story on MarketScreener](https://www.marketscreener.com/news/arm-surges-following-nvidia-earnings-call-ce7f5aded18eff27)

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