Nvidia's Vera CPU enters data center battle as standalone chip to challenge Intel and AMD

Reviewed byNidhi Govil

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Nvidia CEO Jensen Huang announced the company will sell its Vera CPU as a standalone infrastructure product for the first time, directly competing with AMD and Intel in the data center market. CoreWeave will be the first to deploy Vera CPUs following a $2 billion strategic investment from Nvidia, marking a major shift in the company's strategy from GPU-only supplier to full-system silicon provider.

Nvidia Transforms Into Direct CPU Competitor

Nvidia CEO Jensen Huang has announced that the company's Vera CPU will debut as a standalone infrastructure product, marking the first time Nvidia will sell a processor capable of powering full computing stacks independently of its GPUs

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. This strategic move positions Nvidia in direct competition with Intel and AMD in the data center market, transforming the company from the world's leading GPU supplier into a comprehensive silicon provider for AI and high-performance computing workloads

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Source: Wccftech

Source: Wccftech

The announcement came alongside a $2 billion strategic investment in CoreWeave, a neocloud specialist in cloud computing dedicated to artificial intelligence

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. CoreWeave will be the first to deploy Vera CPUs, with Huang describing the processor as "revolutionary" during an interview with Bloomberg's Ed Ludlow

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Source: Market Screener

Source: Market Screener

CoreWeave Gets Priority Access Through $2 Billion Deal

Nvidia purchased Class A common stock at $87.20 per share in CoreWeave, complementing a partnership already backed by more than $6 billion in services purchased through 2032

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. The shared goal is to deploy more than 5 gigawatts of AI infrastructure by 2030, amid massive demand for AI computing stack capabilities

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. CoreWeave shares climbed nearly 10% following the announcement, reflecting investor confidence in the partnership

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Jensen Huang emphasized that offering Vera CPUs as a standalone option provides customers with flexibility for AI workloads, stating: "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"

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. This approach addresses a critical bottleneck in the AI supply chain, particularly as agentic AI applications ramp up

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Technical Architecture Built on Custom ARM-Based Processors

The Vera CPU is built around 88 custom Armv9.2 Olympus cores, each capable of running two threads through Spatial Multithreading, delivering an effective footprint of 88 cores and 176 threads

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. This represents a massive improvement over the previous Grace Blackwell architecture

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. The choice of ARM architecture allows more flexibility in performance scaling and power optimization, critical advantages in data center efficiency

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Source: TechSpot

Source: TechSpot

The chip integrates 1.5 terabytes of LPDDR5X memory—three times that of Grace—and delivers 1.2 terabytes per second of memory bandwidth, an unusually high ratio for a general-purpose CPU

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. This balance makes Vera especially suited for memory-intensive workloads such as AI model preprocessing, data analytics, and simulation

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Advanced Interconnect Enables CPU-GPU Integration

A defining component of Vera's architecture is its second-generation Scalable Coherency Fabric, a high-speed interconnect that links all 88 cores across a single monolithic die

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. The fabric enables 3.4 terabytes per second of bisection bandwidth, allowing efficient data exchange between cores with minimal latency—an engineering choice that sidesteps synchronization delays often encountered in chiplet-based CPUs such as AMD's EPYC

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The fabric interfaces directly with Nvidia's NVLink Chip-to-Chip technology, now in its second generation, providing up to 1.8 terabytes per second of coherent bandwidth to external components such as the upcoming Rubin GPU

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. This symmetry enables Vera and Rubin to share memory models and data, creating a unified CPU-GPU environment within the same compute framework

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AI Inference Capabilities Challenge Traditional CPU Design

Vera's cores use FP8 arithmetic and six 128-bit SVE2 vector units for faster data and AI processing

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. These capabilities allow Vera to handle certain AI inference and floating-point operations directly on its CPU cores, reducing the need to offload everything to a GPU

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. This shift brings AI-inference efficiency closer to the CPU, potentially reducing energy overhead and latency in diverse enterprise applications

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By offering Vera as a standalone option, Nvidia provides customers a more cost-effective alternative compared to purchasing entire rack-scale solutions

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. The processor also features rack-scale confidential compute capabilities, addressing security concerns in multi-tenant cloud environments

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Market Implications and Future Design Wins

Nvidia's move into competition with Intel and AMD represents both a technological milestone and a strategic turning point

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. Until now, Nvidia offered its CPUs only as part of integrated systems, but Vera extends the company's reach beyond GPUs

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. AMD's EPYC and Intel's Xeon families now face a challenger leveraging the same GPU-CPU integration that has fueled Nvidia's rise in AI acceleration

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Huang hinted that while no CPU design wins have been officially announced, "there are going to be many"

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. Industry observers suggest this may also point toward upcoming ARM-based N1/N1X SoCs dedicated to AI PC workloads

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. Nvidia forecasts $500 billion in cumulative revenue from data-center chips by the end of 2026, underscoring a growth trajectory driven by what the company describes as "unlimited" demand

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