Nvidia aims to become the largest processor provider
Nvidia's Vera processor sees the light of day. In its first year, Nvidia aims to generate $20 billion with it.
Server board with two Vera processors and LPDDR5X memory.
(Image: Nvidia)
The first major AI companies have received Nvidia's new CPU server with Vera processors. Vera is the successor to Nvidia's first server processor attempt, Grace. While both use ARM architectures, Nvidia has designed its own custom cores for Vera with the codename Olympus. 88 of them work in a CPU.
Ian Buck handed over the first systems recently to representatives from Anthropic, OpenAI, SpaceXAI (formerly xAI), and finally Oracle. Buck leads Nvidia's Hyperscale and High-Performance Computing division. Unlike previous initial deliveries, CEO Jensen Huang was not present.
The processors do not contain AI accelerators per se. Nvidia nevertheless promotes them for AI data centers because processors are currently gaining importance there due to AI agents. They require fast CPUs.
Nvidia aims to become a CPU giant
In the analyst conference on the latest business figures, Nvidia's CFO Colette Kress provided an initial forecast: The company estimates the addressable market at $200 billion per year. In the first year, Vera is expected to generate $20 billion in revenue. From the third quarter, Vera-Rubin systems will also be available, which include additional AI accelerators.
“We expect total revenue in the CPU segment this year of almost $20 billion, putting us on the path to becoming the world's leading CPU provider,” said Kress.
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If the $20 billion proves true, it would be a head-to-head race with AMD and Intel in the first year, considering server processors alone. AMD generated a good $16.6 billion in server hardware revenue in 2025, but that includes AI accelerators. Revenue from both CPUs and accelerators is expected to increase significantly again this year.
Intel generated around $16.9 billion in server hardware revenue in 2025, mainly from Xeon processors. Intel has largely missed the AI accelerator market. Including client CPUs, both AMD and Intel are already pulling ahead. Intel's revenue was thus $49.1 billion ($32.2 billion from clients). While Nvidia also wants to enter the notebook market with N1X and N1, the mobile processors have been delayed since 2025.
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