$NVDA incremental upside is coming from a $200B market it has never competed in. (Save this) Jensen's $1T Blackwell and Rubin opportunity is now the base case rather than the bull case. Vera, Nvidia's new CPU, sits outside of that number and management has visibility to ~$20B of CPU revenue this year. Adoption is real too: OpenAI, Anthropic, CoreWeave and Oracle all plan to use Vera, and SpaceXAI announced deployments for Grok. LPX takes this even further, pushing Nvidia into ultra fast inference and the data layer that keeps AI agents running. So, the deeper thinking is: Nvidia can lose some GPU share and still grow its share of the total AI spend through CPUs, networking and storage. That makes the business less dependent on defending one product and strengthens the long term earnings story. So beyond the Q3 guide, I want proof that products beyond the GPU (Vera, LPX, storage, ...) are moving toward incremental revenue. Will be covering the broader implications of NVDA earnings inside Milk Road PRO. Only a couple of hours left before the price goes up: