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

Odaily Planet Daily News: Sources say Nvidia has begun pitching its first standalone central processing unit (CPU) product, Vera, to Chinese clients. The chip, designed for Agentic AI systems and now in mass production, marks Nvidia's attempt to further expand its presence in the Chinese market with a CPU product.

According to sources, 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 whether to scale up procurement after the tests are completed.

Built on the Arm Holdings architecture, Vera is Nvidia's first standalone 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 chip to contribute approximately $20 billion in revenue by the end of this fiscal year (ending January next year).

The report notes 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 puts Nvidia in direct competition with Intel and Advanced Micro Devices (AMD), which have long dominated the server CPU market.

Sources indicate that due to strict U.S. export restrictions on high-end GPUs, CPUs face comparatively fewer regulatory hurdles in the Chinese market. 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 could still impact Vera's subsequent large-scale adoption. (Reuters)