Nvidia unveiled its Vera data center CPU, aiming to capture a $20 billion CPU revenue target this fiscal year. The move positions Nvidia as a direct competitor to Intel and AMD in the growing agentic AI orchestration market.
Nvidia unveiled Vera, its first data center CPU, projecting $20 billion in CPU revenue this fiscal year. The new chip is optimized for high-throughput orchestration and control in modern AI workloads.
By entering a market long dominated by Intel and AMD, Nvidia challenges established CPU vendors and aims to diversify its product portfolio beyond GPUs. This strategic expansion could shift enterprise procurement patterns.
Vera’s architecture targets the agentic AI sector, where CPUs are essential for coordinating multi-processor workflows, data handling and real-time decision making. Nvidia expects this focus to drive adoption across AI-driven industries.
The $20 billion CPU revenue goal signals a strategic pivot to capture a larger share of data center computing spend and reduce reliance on GPU sales. Success with Vera could reshape Nvidia’s long-term growth trajectory.
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