Nvidia Unveils Vera CPU, Targets $20 Billion Revenue This Year
INTC•Nvidia unveiled its new Vera CPU for data centers, projecting $20 billion in CPU revenue this fiscal year. The launch positions Nvidia as an immediate competitor to Intel in the growing agentic AI market, challenging Intel’s dominance in server processing.
1. Nvidia Launches Vera CPU for Data Centers
Nvidia introduced its first data center CPU, called Vera, aiming to address orchestration and control tasks in agentic AI workloads. The company forecasts $20 billion in related CPU revenue for the current fiscal year, marking a strategic expansion beyond its GPU business.
2. Implications for Intel’s Market Position
The Vera CPU entry directly challenges Intel’s dominance in the server CPU market, especially in AI infrastructure segments. As customers seek integrated AI solutions, Intel may face pricing pressure and share erosion if Vera delivers on its performance and cost promises.
