Nvidia Launches Vera Server CPU for $20 Billion Market as AWS Shipments Begin
Updated
Updated · Yahoo Finance · Sep 4
Nvidia Launches Vera Server CPU for $20 Billion Market as AWS Shipments Begin
3 articles · Updated · Yahoo Finance · Sep 4
Summary
Vera is now being sold as a stand-alone server CPU, with shipments already underway to lead partners including OCI, SpaceXAI and, starting this quarter, AWS.
Nvidia said the product opens a roughly $20 billion server CPU market now dominated by Intel and AMD, and expects deployment by every major hyperscaler, neocloud, AI lab and system OEM.
Grace CPU revenue over the trailing 12 months has already exceeded $5 billion, giving Nvidia a base to expand from as it pushes deeper into data-center processors.
Nvidia's latest quarter underscored that momentum: revenue jumped 106% to $96.2 billion, while data-center sales rose 117% to $89 billion on strong AI-chip demand.
The move broadens Nvidia's challenge to Intel and AMD beyond AI GPUs, with management saying server CPU revenue should more than double in fiscal 2028.