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NVIDIA's Vera CPU Opens a $200B Compute Frontier Beyond GPUs
NVIDIA's first Vera CPU deliveries to OpenAI, Anthropic, and Oracle signal a permanent expansion beyond GPU-centric AI infrastructure.
The Vera CPU's significance is structural rather than incremental — NVIDIA is not improving an existing product line but entering a compute category it previously ceded entirely to Intel and AMD. Agentic AI workloads demand orchestration chips that coordinate expensive GPU clusters while managing relentless inference throughput; that is precisely the gap Vera's 88 Olympus cores and 1.2 TB/s memory bandwidth are engineered to fill. The companies receiving the first units — Anthropic, OpenAI, Oracle, SpaceX AI — are not pilot customers testing a prototype; they are the infrastructure decision-makers…