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Nvidia expands into CPU market with Vera processor
Nvidia is challenging the long-standing dominance of Intel and AMD in the server CPU market with its new Vera processor. Designed specifically for AI workloads, the chip utilizes an ARM v9.2 instruction set with 88 custom Olympus cores.
Cloud infrastructure startup Modal announced plans to integrate Vera into its systems after preliminary tests showed the processor could double the task throughput for AI agents compared to equivalent Intel x86 configurations under concurrent loads. Modal intends to run the Vera chips alongside its existing Intel and AMD fleet to optimize performance based on specific workloads.
Nvidia expects to generate at least $20 billion from Vera chip sales this fiscal year. The company is also expanding its software ecosystem with the release of new open-weight AI models, including the 120-billion-parameter Nemotron 3.5 Super VL for enterprise agents and smaller Bolt models designed for local execution on AI PCs.
Entities
AMD · Anthropic · Broadcom · ByteDance · CoreWeave · Intel · Modal · Nebius · Nscale · Nvidia · RBC Capital · S&P 500
Claims
What the coverage asserts, and how many sources carry each claim.
- [● 5 SOURCES] Preliminary tests by Modal suggest Nvidia Vera CPUs can double the workload capacity for AI agents compared to Intel and AMD. gametimers.it · srnnews.com · dijitaliyidir.com · www.logicno.com · www.tokenpost.com
- [● 5 SOURCES] Cloud startup Modal will integrate Nvidia Vera CPUs into its systems to host AI agents. gametimers.it · srnnews.com · dijitaliyidir.com · www.logicno.com · www.tokenpost.com
- [● 4 SOURCES] Nvidia claims its Super VL model outperforms certain Anthropic and OpenAI models in specific agentic tasks. www.absolutegeeks.com · innovation-village.com · techcrunch.com · www.begeek.fr
- [● 2 SOURCES] Nscale is in negotiations with Anthropic for a $45 billion computing power deal for a second facility in West Virginia. www.vol.at · www.suedtirolnews.it
- [● 2 SOURCES] Industry experts predict a consolidation of the AI cloud market, with only seven to ten providers remaining in a few years. the-decoder.de · the-decoder.com
- [○ 1 SOURCE] Nvidia projects at least $20 billion in sales from its Vera chips this fiscal year. srnnews.com
- [● 4 SOURCES] Nvidia released the 120-billion-parameter Nemotron 3.5 Super VL model for enterprise agent workflows. www.absolutegeeks.com · innovation-village.com · techcrunch.com · www.begeek.fr
- [● 2 SOURCES] CoreWeave shares experienced a significant decline amid concerns regarding its debt levels. the-decoder.de · the-decoder.com
- [● 2 SOURCES] ByteDance, Alibaba, and Tencent ordered over 3 million Nvidia RTX PRO 5500 graphics cards. dijitaliyidir.com · zpravy.kurzy.cz
- [○ 1 SOURCE] Nscale is negotiating a $45 billion computing power deal with Anthropic for a facility in West Virginia. www.vol.at
- [○ 1 SOURCE] Nvidia plans to increase its IC substrate capacity by 2.5 times within the next three years. finance.technews.tw