Nvidia details its next-generation Vera CPU for AI, setting up challenge to AMD and Intel
Nvidia has released new specifications and benchmarks for its Vera data center CPU, marking a strategic push into the server CPU market dominated by AMD and Intel. The company confirmed that Vera chips were delivered to major AI clients including OpenAI, Anthropic, and SpaceX in June 2026. Vera is Nvidia's first custom-designed server CPU, moving away from off-the-shelf Arm designs. The move is part of Nvidia's vertical integration strategy to sell complete computing racks. The article notes that the rise of agentic AI has increased the importance of CPUs, which are needed to manage data flow for AI agents. Wolfe Research estimates Vera chips will sell for about $5,000 each, with Nvidia shipping 1.3 million units this year. Nvidia claims the total server CPU market could eventually be worth $200 billion, compared to a current estimate of $37 billion.
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