Vera CPU deliveries to Anthropic, OpenAI, SpaceX AI, and Oracle move NVIDIA into the CPU market for the first time — and reshape who controls agentic infrastructure.

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Physical delivery is the detail that converts announcement into market reality. NVIDIA's Vera CPU systems arriving at Anthropic, OpenAI, Oracle, and SpaceX AI is not a pilot — Oracle has already committed to hundreds of thousands of units beginning this year, which means procurement teams at every hyperscaler are now benchmarking Vera against their existing CPU vendors under live competitive pressure.

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