Nvidia has reportedly told Chinese customers its new Vera CPU for AI data centres could be available to them in August 2026. This move is likely calculated to regain ground in a market where its advanced GPU business has been stalled by U.S. export curbs.
Reuters reported the chipmaker is pitching Vera as an alternative route into China after shipments of its H200 AI chip stalled for months. CEO Jensen Huang previously said Nvidia’s market share in China had effectively fallen to zero, reflecting tighter U.S. restrictions and Beijing’s push to support domestic suppliers.
The news site noted Vera is Nvidia’s first standalone CPU for agentic AI workloads, with the company claiming it delivers up to 1.8 times the performance of rival processors.
Huang unveiled Vera in March 2026 as part of Nvidia’s Vera Rubin architecture and cast the CPU as a major new growth engine, as the company looks to expand beyond GPUs and into the server processor market.
Sources told Reuters one major Chinese cloud provider is planning to order more than 300 servers containing two Vera CPUs each for testing, with the chips set to be deployed first in overseas data centres before any wider commitment.
The move also sharpens Nvidia’s challenge to Intel and AMD, which dominate the server CPU market.
Because Vera is based on Arm architecture rather than x86, Nvidia is entering the segment as AI infrastructure demand shifts further toward inference and agentic computing, where CPUs are becoming increasingly important alongside accelerators.
Reuters added selling CPUs into China may prove easier for Nvidia than shipping high-end GPUs, which remain subject to stricter U.S. controls.
Broader adoption, however, is likely to hinge on software compatibility and the willingness of Chinese operators to move workloads away from domestic AI silicon.
Source: Mobile World Live
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Source: Tahawul Tech