Sources: Nvidia Plans to Market Vera AI CPU to Chinese Clients, Some Cloud Providers Mull Testing Deployment

Odaily Odaily News Sources indicate that Nvidia has begun marketing its first standalone central processing unit (CPU) product, Vera, to Chinese customers. The chip, designed for Agentic AI systems, has entered mass production, marking Nvidia's attempt to further expand into the Chinese market with a CPU product.

The sources revealed that 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 the testing phase concludes.

Based on the Arm Holdings architecture, Vera is Nvidia's first independent CPU product. Nvidia has previously stated that Vera's performance in AI agent-related computing tasks is 1.8 times that of comparable competitor products. The company expects the product to contribute approximately $20 billion in revenue before the end of the current fiscal year (ending late January next year).

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

Insiders stated that due to strict U.S. restrictions on high-end GPU exports, CPU products face relatively fewer regulatory hurdles in the Chinese market compared to GPUs. Some Chinese customers currently plan to initially deploy Vera chips for testing in overseas data centers. Meanwhile, software ecosystem compatibility and the existing deployment framework for domestic AI chips may still influence the subsequent large-scale adoption of Vera. (Reuters)