星球日报|Jun 12, 2026 07:54
[Sources: NVIDIA Plans to Market Vera AI CPU to Chinese Clients, Some Cloud Providers to Begin Testing and Deployment]
Odaily Planet Daily News – According to informed sources, NVIDIA has started marketing its first standalone central processing unit (CPU) product, Vera, to Chinese clients. This chip is designed specifically for Agentic AI (autonomous intelligent agent) systems and has now entered mass production, marking NVIDIA's attempt to further expand its presence in the Chinese market through CPU products. Sources indicate that some Chinese clients have already shown interest in Vera. One major Chinese cloud computing company plans to purchase over 300 servers equipped with dual Vera CPUs for testing and will decide whether to scale up procurement after the testing phase.
Vera is built on Arm Holdings' architecture and represents NVIDIA's first standalone CPU product. NVIDIA previously stated that Vera's performance in AI intelligent agent-related computational tasks is up to 1.8 times that of competing products, and the company expects this product to contribute approximately $20 billion in revenue by the end of the current fiscal year (by the end of January next year).
The report highlights 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 positions NVIDIA in direct competition with Intel and Advanced Micro Devices (AMD), which have long dominated the server CPU market.
Sources noted 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 clients plan to first deploy Vera chips in overseas data centers for testing. At the same time, software ecosystem compatibility and the existing deployment framework for domestic AI chips may still impact the large-scale adoption of Vera in the future. (Reuters)
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