Nvidia became the most valuable company because of insatiable demand for its graphics processing unit, or GPU, the primary chip used for creating and deploying artificial intelligence.
But the chip giant is now shipping its own central processing units, or CPUs, which cloud providers could decide to deploy in place of those from Advanced Micro Devices
and Intel
, opening up a new battleground in AI servers.
On Tuesday, Nvidia released new information about its data center CPU, called Vera, including specifications and the kind of benchmarks and architectural information that prospective customers need to fully evaluate the chip. Nvidia representatives said Vera chips were delivered to clients, including OpenAI, Anthropic, and SpaceX, in June.
Nvidia is seen as the company that sets the direction for the information technology industry. But in CPUs, Nvidia is the challenger once again, competing against two well-established players in Intel and AMD, which have deep ties to hyperscalers and cloud giants.
https://www.cnbc.com/2026/07/21/nvidia-vera-cpu-ai-amd-intel.html