NVIDIA's new Vera CPU, featuring custom Olympus cores and a monolithic design with 88 cores, is now in full production alongside Rubin GPUs and ConnectX-9 NICs. The company aims to capture a share of the data center CPU market, which it estimates at $200 billion, significantly higher than industry forecasts of $120-170 billion by 2030. Agentic AI workloads are shifting hardware balance towards a one-to-one GPU-to-CPU ratio, driving demand for specialized CPUs like Vera.
NVIDIA is aggressively entering the data center CPU market with Vera, aiming to capture agentic AI workload demand and challenge Intel/AMD's dominance.