Sources: NVIDIA to Promote Vera AI CPU to Chinese Customers, Some Cloud Providers Plan Test Deployment

Odaily Planet Daily reported that sources say NVIDIA has begun marketing its first independent central processing unit (CPU) product, Vera, to Chinese customers. The chip is designed for Agentic AI systems and has entered mass production, marking NVIDIA's attempt to further expand its presence in the Chinese market through CPU products.

Sources said some Chinese customers have shown interest in Vera. One major Chinese cloud computing company plans to procure over 300 servers equipped with dual Vera CPUs for testing, and will decide whether to scale up procurement after testing is complete.

Based on the Arm Holdings architecture, Vera is NVIDIA's first independent CPU product. NVIDIA previously stated that Vera's performance in AI agent-related computing tasks can reach 1.8 times that of competing products, and expects the product to contribute approximately $20 billion in revenue before the end of this fiscal year (by the end of January next year).

The report noted that as the focus of the AI industry gradually shifts from model training to inference computing, CPUs and custom chips are gaining more attention. Vera also puts NVIDIA in direct competition with Intel and Advanced Micro Devices (AMD), which have long dominated the server CPU market.

Sources indicated that due to strict U.S. export restrictions on high-end GPUs, CPUs face relatively fewer regulatory hurdles in the Chinese market compared to GPU products. Currently, some Chinese customers plan to first deploy Vera chips overseas for testing. Meanwhile, software ecosystem compatibility and the existing domestic AI chip deployment infrastructure may still impact the subsequent large-scale adoption of Vera. (Reuters)