At Computex in Taipei, Nvidia CEO Jensen Huang read a short guest list that underscored the company’s latest push into custom CPUs. Anthropic, OpenAI, SpaceX and Oracle were named as the first big customers for Vera, Nvidia’s home‑grown data‑center processor that follows the Grace chip.

Vera marks a departure from Nvidia’s earlier approach, which relied on off‑the‑shelf Arm Neoverse cores. The new silicon houses 88 of Nvidia’s own “Olympus” cores, a design Nvidia describes as a ground‑up rewrite rather than a simple iteration. Paired with up to 1.2 terabytes per second of memory bandwidth, the chip is tuned for the emerging class of AI agents—software that plans and executes tasks instead of merely answering prompts.

Early independent benchmarks put Vera ahead of Intel’s Xeon and AMD’s EPYC processors on several measures, a comparison Nvidia hopes will convince buyers that its CPU can keep pace with the GPUs that already dominate large‑scale AI systems. The company claims Vera completes agentic workloads faster than the competing x86 chips while offering a matched CPU‑GPU platform under the Vera Rubin brand.

According to Nvidia, the first Vera units were hand‑delivered in May, months before the public announcement in June. While the company has not disclosed pricing or the exact quantity of chips ordered by the named labs, the presence of Anthropic and OpenAI—two research groups whose compute needs define the current AI boom—signals a clear market direction.

Oracle Cloud Infrastructure will be the first hyperscaler to deploy Vera at scale, with broader availability across other major cloud providers expected in the second half of 2026. Nvidia frames this timeline as a key milestone, noting that full production is already underway.

Designing its own CPU lets Nvidia reduce reliance on external silicon partners and sell a tightly integrated CPU‑GPU solution. For a firm whose GPUs sit at the core of most modern AI workloads, Vera represents a strategic flank move that could reshape data‑center architectures in the years ahead.

This article was written with the assistance of AI.
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