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NVIDIA's "Dearest" Neocloud, CoreWeave, to Get Early Access to Next-Gen Vera CPUs in a New Deal as Jensen Hints at a Push to Dominate the CPU Market
NVIDIA's CEO Jensen Huang has doubled down on the company's commitments to CoreWeave, as the neocloud will be the first to leverage Vera CPUs as a standalone offering. CoreWeave Will Offer Vera CPUs as "Standalone" Option, Indicating NVIDIA Is All-In Towards Agentic AI It appears that NVIDIA is back in the capital markets after scoring huge deals with the likes of Groq and Intel, and this time, the company has committed an additional $2 billion to the neocloud CoreWeave, claiming it will complement "long-standing" relations. According to the company's official blog post, NVIDIA will purchase Class A common stock at $87.20 per share, helping CoreWeave achieve its ambition to build 5 gigawatts of AI factories by 2030. While talking with Bloomberg's Ed Ludlow, NVIDIA's CEO revealed that CoreWeave will be the first to have access to Vera CPUs under the new deal. For the very first time, we're going to be offering Vera CPUs. Vera is such an incredible CPU. We're going to offer Vera CPUs as a standalone part of the infrastructure. And so not only, not only can you run your computing stack on NVIDIA GPUs, you can now also run your computing stack, wherever their CPU workload, run on Nvidia CPUs... Vera is completely revolutionary...CoreWeave is going to have to race if CoreWeave's going to be the first to stand up Vera CPUs. We haven't announced any of our CPU design wins, but there are going to be many. - NVIDIA's Jensen Huang via Ed Ludlow Well, it appears that from this particular deal, we have two narratives in place. The first is that NVIDIA has recognized that server CPUs are becoming another major bottleneck in the AI supply chain, and that, with agentic AI applications ramping up, a viable platform is more necessary than ever. Secondly, by offering Vera CPUs as a "standalone" offering, NVIDIA aims to provide customers a workaround for those willing to consider high-end CPU capabilities, and it would be a much cheaper option compared to getting the entire rack-scale solution. Vera CPUs are set to be among the most capable CPU offerings from NVIDIA, offering a massive bump over Grace Blackwell. You are looking at next-gen custom ARM architecture codenamed Olympus, which packs 88 cores, 176 threads (with NVIDIA Spatial Multi-Threading), a 1.8 TB/s NVLink-C2C coherent memory interconnect, 1.5 TB of system memory (3x Grace), 1.2 TB/s of memory bandwidth with SOCAMM LPDDR5X, and rack-scale confidential compute. This direction clearly indicates that when it comes to the server CPU ecosystem, NVIDIA is looking to go "heavy", and interestingly, when Jensen mentions "CPU design wins", he might also be pointing towards the upcoming ARM-based N1/N1X SoCs, which are upcoming consumer offerings dedicated towards AI PC workloads. Follow Wccftech on Google to get more of our news coverage in your feeds.
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Nvidia strengthens its partnership with CoreWeave and unveils Vera, its first standalone CPU
Nvidia has announced a new $2bn strategic investment in CoreWeave, a specialist in cloud computing dedicated to artificial intelligence, reinforcing a partnership already backed by more than $6bn in services purchased through 2032. Following the announcement, CoreWeave shares climbed nearly 10% ahead of the Wall Street open. The shared goal: to deploy more than 5 gigawatts of computing capacity by 2030, amid massive demand for AI infrastructure. CoreWeave, valued at $47bn since its 2025 stockmarket debut, aims to build computing power equivalent to five nuclear reactors, supported by Nvidia capital intended to finance the group's energy and real-estate expansion. Under the agreement, Nvidia bought Class A common shares at $87.20 apiece and is entrusting CoreWeave with the priority rollout of its latest technologies, including Vera, its first standalone central processing unit. The new chip marks a strategic step: Vera moves into direct competition with CPUs from Intel and AMD, as well as custom components from Amazon and other cloud giants. Until now, Nvidia offered its CPUs only as part of integrated systems. With Vera, the group aims to extend its reach beyond GPUs, reinforcing its ambition to dominate the entire AI-related computing stack. This technological push comes alongside questions about the circularity of investments between Nvidia and its sector partners, including OpenAI, Anthropic and xAI. CEO Jensen Huang rejects those criticisms, saying the stakes reflect confidence in "generational" companies. Nvidia was already CoreWeave's fourth-largest shareholder before this deal, with a 6% stake. CoreWeave, still loss-making despite deals with OpenAI and Meta, is seeking to reduce its reliance on Microsoft, which accounted for 2/3 of its revenue at the end of 2025. In a fast-growing market, Nvidia now forecasts $500bn in cumulative revenue from data-center chips by the end of 2026, underscoring a growth trajectory still driven by demand the company describes as "unlimited".
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NVIDIA has committed an additional $2 billion to CoreWeave, making the AI-focused cloud provider the first to offer Vera CPUs as a standalone option. CEO Jensen Huang signals the chip giant's aggressive push into the CPU market, directly challenging Intel and AMD while addressing bottlenecks in AI infrastructure.
NVIDIA has announced a $2 billion strategic investment in CoreWeave, an AI-focused cloud computing specialist, marking a significant expansion of their existing partnership
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. The deal, which saw NVIDIA purchase Class A common stock at $87.20 per share, adds to more than $6 billion in services already committed through 2032. CoreWeave shares climbed nearly 10% following the announcement, reflecting investor confidence in the neocloud provider valued at $47 billion since its 2025 stock market debut2
. The capital injection will help CoreWeave pursue its ambitious goal to build 5 gigawatts of AI infrastructure by 2030—computing power equivalent to five nuclear reactors—while financing the company's energy and real-estate expansion needs.Source: Market Screener
In a move that signals NVIDIA's intent to dominate the CPU market, Jensen Huang revealed that CoreWeave will be the first to deploy Vera CPUs as a standalone option, separate from integrated rack-scale solutions
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. "For the very first time, we're going to be offering Vera CPUs," Huang told Bloomberg's Ed Ludlow, emphasizing that customers can now run their computing stack on NVIDIA CPUs wherever CPU workload demands exist. This represents a fundamental shift in NVIDIA's go-to-market strategy, as the company previously offered CPUs only as part of integrated systems. The standalone CPU offering provides customers with a more affordable alternative to complete rack-scale solutions while addressing what NVIDIA has identified as a major bottleneck in the AI supply chain.
Source: Wccftech
The next-generation Vera CPUs position NVIDIA in direct competition with Intel and AMD, as well as custom components from Amazon and other cloud giants
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. Built on custom ARM architecture codenamed Olympus, Vera packs 88 cores and 176 threads with NVIDIA Spatial Multi-Threading, delivering a massive performance bump over the Grace Blackwell platform1
. The chip features a 1.8 TB/s NVLink-C2C coherent memory interconnect, 1.5 TB of system memory—three times that of Grace—and 1.2 TB/s of memory bandwidth with SOCAMM LPDDR5X, plus rack-scale confidential compute capabilities. Huang described Vera as "completely revolutionary" and hinted at multiple undisclosed CPU design wins, suggesting broader adoption across the AI computing stack is imminent.Related Stories
NVIDIA's aggressive move into standalone CPUs reflects recognition that server processors have become critical bottlenecks as agentic AI applications ramp up across the industry
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. The company aims to provide customers with viable platform options that extend beyond GPU-centric architectures, enabling more flexible deployment of AI workloads. NVIDIA was already CoreWeave's fourth-largest shareholder with a 6% stake before this deal, and the deepening partnership comes as CoreWeave seeks to reduce its reliance on Microsoft, which accounted for two-thirds of its revenue at the end of 20252
. Despite partnerships with OpenAI and Meta, CoreWeave remains loss-making, making NVIDIA's continued investment noteworthy. When questioned about the circularity of investments between NVIDIA and sector partners including OpenAI, Anthropic, and xAI, Jensen Huang defended the strategy, calling these stakes reflections of confidence in "generational" companies. NVIDIA now forecasts $500 billion in cumulative revenue from data-center chips by the end of 2026, underscoring growth driven by what the company describes as "unlimited" demand . Huang's mention of upcoming ARM-based N1/N1X SoCs for AI PC workloads suggests NVIDIA's CPU ambitions extend well beyond the cloud computing data center, potentially reshaping competitive dynamics across multiple processor segments.Summarized by
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