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https://www.trefis.com/stock/nvda/articles/600335/nvidia-earnings-new-segments-and-a-200b-cpu-tam-reveal-a-business-beyond-hyperscale/2026-05-23
#Business
trefis.com
May 23 • 4:10 AM EDT
NVIDIA Earnings: New Segments And A $200B CPU TAM Reveal A Business Beyond Hyperscale
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#Fullyear
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#TrefisTeam
#NVDA
#TheFundamentalInsight
#ACIE
#NVIDIA
#TheVeraCPU
#200billion
#TAM
#20billion
#MU
#AVGO
#DataCenter
#75billion
#38billion
#QoQ
#37billion
#EdgeComputing
#64billion
#49billion
#CPU
#MorganStanley
#BofA
#DecipheringManagementToneManagements
#AgenticAI
#AI
#VeraCPU
#TheHeadlineNumbersGuidanceQ1Revenue
#82billion
#YoY
#EPS
#Q2
#91billion
#Fullyear
#StockFalls17
#TrefisTeam
#NVDA
#TheFundamentalInsight
#ACIE
#NVIDIA
#TheVeraCPU
#200billion
#TAM
#20billion
#MU
#AVGO
#DataCenter
#75billion
#38billion
#QoQ
#37billion
#EdgeComputing
#64billion
#49billion
#CPU
#MorganStanley
#BofA
#DecipheringManagementToneManagements
#AgenticAI
#AI
#VeraCPU
#TheHeadlineNumbersGuidanceQ1Revenue
#82billion
#YoY
#EPS
#Q2
#91billion
#Fullyear
#StockFalls17
#TrefisTeam
#NVDA
#TheFundamentalInsight
#ACIE
#NVIDIA
#TheVeraCPU
#200billion
#TAM
#20billion
#MU
#AVGO
#DataCenter
#75billion
#38billion
#QoQ
#37billion
#EdgeComputing
#64billion
#49billion
#CPU
#MorganStanley
#BofA
#DecipheringManagementToneManagements
#AgenticAI
#AI
#VeraCPU
#TheHeadlineNumbersGuidanceQ1Revenue
#82billion
#YoY
#EPS
#Q2
#91billion
#Fullyear
#StockFalls17
#TrefisTeam
#NVDA
#TheFundamentalInsight
#ACIE
#NVIDIA
#TheVeraCPU
#200billion
#TAM
#20billion
#MU
#AVGO
#DataCenter
#75billion
#38billion
#QoQ
#37billion
#EdgeComputing
#64billion
#49billion
#CPU
#MorganStanley
#BofA
#DecipheringManagementToneManagements
#AgenticAI
#AI
#VeraCPU
#TheHeadlineNumbersGuidanceQ1Revenue
#82billion
#YoY
#EPS
#Q2
#91billion
#Fullyear
#StockFalls17
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