Nvidia analyst reaction: Street loves Jensen Huang's new $200 billion opportunity

Analysts are largely bullish on Nvidia as it set its sights on dominating the multibillion-dollar central processing unit market — urging clients to take advantage of the semiconductor stock's post-earnings dip. The chipmaker reported $81.62 billion in revenue for the first fiscal quarter of 2027 , blowing past the $78.86 billion expected by analysts polled by LSEG. It also posted adjusted earnings of $1.87 per share versus the $1.76 per share expected by the Street. The company's blockbuster financial results were fueled by its Grace Blackwell rack-scale system's booming sales. However, the company's push into CPUs, or a hardware component for data processing, should drive even more explosive growth in subsequent quarters, according to executives. Nvidia CEO Jensen Huang called the firm's recent roll out of its Vera CPU a "major new growth driver" that presents an up a $200 billion revenue opportunity for the semiconductor firm. Rolled out earlier this week, Vera CPU aims to deliver the highest performance and energy efficiency for data processing, per Nvidia . The firm has visibility into $20 billion in standalone Vera CPU revenue for fiscal year 2027, Huang said. The chip will be used by customers such as Anthropic, OpenAI and Oracle to power and scale their agentic AI initiatives. …