NVIDIA's "Vera" CPU Could Make It One of the Biggest CPU Makers This Year

Earlier this year, we learned that NVIDIA began selling its “Vera” CPU generation as a standalone solution, offering hyperscalers and cloud providers a CPU ready for the agentic AI era. It appears that the “Vera” CPU generation could propel NVIDIA to become one of the largest CPU makers, just behind AMD and Intel in their own game. According to the company’s own estimates, NVIDIA is projected to sell about $20 billion worth of “Vera” CPUs, unlocking a $200 billion Total Addressable Market (TAM) with its standalone offerings. As NVIDIA partners with every major hyperscaler to supply “Vera” CPU racks, we are starting to see many deployments across infrastructure providers for their own use cases and offering it to third-party customers. This approach allows NVIDIA to tap into a massive market, potentially propelling it to become one of the largest CPU makers.