Nvidia Starts Vera CPU Shipments As Oracle Plans Massive 2026 Rollout

GuruFocus
2026.05.19 17:47
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Nvidia has commenced production of its Vera CPU systems, targeting agentic AI workloads that require advanced infrastructure. The first units were delivered to companies like Anthropic, OpenAI, and SpaceXAI. Oracle Cloud Infrastructure plans to deploy hundreds of thousands of Vera CPUs at hyperscale starting in 2026, marking a significant step in Nvidia's AI strategy. Vera will also integrate with Nvidia's broader architecture, enhancing its AI infrastructure capabilities.