ChainCatcher report: According to sources, NVIDIA has begun marketing its first standalone central processing unit (CPU), Vera, to customers in China. 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 products. Sources indicate that several Chinese customers have already 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 scale up procurement after testing is complete. Vera, built on the 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 computational tasks and expects the product to generate approximately $20 billion in revenue before the end of this fiscal year (ending January 31 next year). The report notes that as the AI industry shifts focus from model training to inference computing, CPUs and custom chips are attracting 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 sources, due to strict U.S. export controls on high-end GPUs, CPUs face relatively fewer regulatory barriers in the Chinese market compared to GPUs. Some Chinese customers plan to initially deploy Vera chips in overseas data centers for testing. However, software ecosystem compatibility and existing domestic AI chip deployment infrastructures may still impact Vera’s large-scale adoption.
NVIDIA to Promote Vera AI CPU in China, Major Cloud Providers to Test Deployment
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Summary
NVIDIA is promoting its Vera AI CPU in China, targeting agentic AI systems. The chip, built on Arm architecture, is now in mass production and delivers 1.8x the performance of competitors. A leading cloud provider will test 300 dual-Vera servers. Vera could generate $20 billion in revenue by January 2027. Some clients are testing it overseas due to U.S. export regulations. On-chain news indicates NVIDIA is positioning itself to compete with Intel and AMD as AI shifts toward inference computing. AI and crypto news underscore the growing importance of specialized hardware in the sector, though software and ecosystem challenges may slow adoption.
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