---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000944733.md"
description: "📢 𝗝𝗨𝗦𝗧 𝗜𝗡: NVIDIA Wins Modal AI CPU Deal, Challenging Intel and AMD With Vera Chips - $NVIDIA(NVDA.US) $AMD(AMD.US) $Intel(INTC.US) 👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤  𝗡𝗩𝗜𝗗𝗜𝗔 secures its first CPU deal with AI cloud startup 𝗠𝗼𝗱𝗮𝗹.➤  Modal will deploy 𝗡𝗩𝗜𝗗𝗜𝗔 𝗩𝗲𝗿𝗮 𝗖𝗣𝗨𝘀 for AI agent workloads.➤  Modal previously relied exclusively on 𝗜𝗻𝘁𝗲𝗹 and 𝗔𝗠𝗗 processors.➤  Early testing showed Vera delivered 𝟮𝘅 𝗔𝗜 𝗮𝗴𝗲𝗻𝘁 𝘄𝗼𝗿𝗸 𝗰𝗮𝗽𝗮𝗰𝗶𝘁𝘆.➤  Modal recently raised $𝟳𝟱𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 at a $𝟭𝟱.𝟳𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 valuation.➤  Modal expects to reach $𝟭 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in sales over the next year.➤  Modal's service usage tripled, while revenue surged over 𝟭𝟱𝘅 𝘆𝗲𝗮𝗿-𝗼𝘃𝗲𝗿-𝘆𝗲𝗮𝗿.➤  NVIDIA projects at least $𝟮𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in Vera revenue this fiscal year.➤  NVIDIA targets an estimated $𝟮𝟬𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 CPU market opportunity.➤  𝗢𝗽𝗲𝗻𝗔𝗜, 𝗔𝗻𝘁𝗵𝗿𝗼𝗽𝗶𝗰, 𝗢𝗿𝗮𝗰𝗹𝗲, and 𝗣𝗲𝗿𝗽𝗹𝗲𝘅𝗶𝘁𝘆 also plan Vera adoption.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤  Signals NVIDIA's expansion beyond 𝗚𝗣𝗨𝘀 into Intel and AMD's CPU market.➤  Vera's reported 𝟮𝘅 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 could accelerate adoption for AI agents.➤  Creates a potential $𝟮𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 opportunity for NVIDIA this fiscal year.➤  Increasing CPU competition could pressure 𝗜𝗻𝘁𝗲𝗹 and 𝗔𝗠𝗗 in AI infrastructure.➤  Modal's multivendor strategy preserves competition as newer 𝗔𝗠𝗗 and 𝗜𝗻𝘁𝗲𝗹 chips emerge."
datetime: "2026-10-19T14:25:47.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000944733.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000944733.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000944733.md)
author: "[Hardik Shah](https://longbridge.com/en/profiles/27423834.md)"
generator: "portal-rs"
---

# 📢 𝗝𝗨𝗦𝗧 𝗜𝗡: NVIDIA Wins Modal AI CPU Deal, Challeng…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**