Odaily Planet Daily reports that, according to insiders, NVIDIA has begun promoting its first standalone central processing unit (CPU) product, Vera, to Chinese customers. Designed specifically for Agentic AI systems, the chip has entered mass production, signaling NVIDIA’s effort to further expand its presence in the Chinese market through CPU offerings.
Sources say that some Chinese customers have shown interest in Vera. One major Chinese cloud computing company plans to purchase over 300 servers equipped with dual Vera CPUs for testing, and will decide whether to expand procurement after testing is complete.
Vera, built on Arm Holdings architecture, is NVIDIA's first standalone CPU product. NVIDIA previously stated that Vera delivers 1.8 times the performance of competing products for AI agent-related computing tasks and expects the product to generate approximately $20 billion in revenue before the end of this fiscal year (ending January next year).
Reports indicate that as the AI industry shifts its focus from model training to inference computing, CPUs and custom chips are receiving increased attention. Vera also enables NVIDIA to directly compete with Intel and Advanced Micro Devices (AMD), which have long dominated the server CPU market.
According to insiders, due to strict U.S. export restrictions on high-end GPUs, CPUs face relatively fewer regulatory barriers in the Chinese market. Some Chinese customers currently plan to first deploy Vera chips in overseas data centers for testing. Meanwhile, software ecosystem compatibility and existing domestic AI chip deployment infrastructure may still impact the large-scale adoption of Vera. (Reuters)