Jensen just created an entirely new category: CPUs for Agents. Look at this day-one partner list for the Nvidia Vera CPU. • Early Adopters: OpenAI, Anthropic, $SPCX • Cloud Utilities: $NBIS, $ORCL, $CRWV, Lambda • Factory Builders: $DELL, $HPE, $SMCI, Foxconn, Gigabyte $NVDA dictating the entire global infrastructure roadmap.
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