Sources: NVIDIA to Pitch Vera AI CPU to Chinese Clients, Some Cloud Providers Plan to Initiate Test Deployment

Odaily reported that sources say NVIDIA has begun pitching its first standalone central processing unit (CPU) product, Vera, to Chinese clients. 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 with a CPU product.

Sources said that some Chinese clients 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 on expanding procurement after the testing is completed.

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

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

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