NVIDIA says that it will be able to make 1,000 Vera Rubin Racks per day following the success of its Grace CPUs in AI markets.
Vera Will Be A Monumental Success For NVIDIA After Grace As The Firm Races To Build 1,000 Racks Per Day
Since its inception, NVIDIA has been known as a GPU maker, but the company has slowly started to move away from that, and now recognizes itself as a full-stack system provider. That is why the company is making extra efforts to accelerate its CPU roadmap, and while Grace was its first full-on take on a CPU, the Vera chip is looking to take things to a grander scale.
Yesterday, we covered the Vera CPU architecture and its performance across various workloads. During the technical pre-brief, NVIDIA also shared some interesting insights into its CPU roadmap and how it is addressing the growing requirement for these chips across AI deployments that are coming online.
As per NVIDIA's Vice President of HPC and Hyperscale systems, Ian Buck, NVIDIA has shipped "hundreds of thousands" of Grace standalone servers. These are just racks with Grace CPUs & previously, the company has said that they have shipped over 2.5 million Grace chips to date. These numbers could be even higher for the total number of CPUs shipped.
Based on the current estimates and customer responses, Vera is looking to exceed these figures significantly. And NVIDIA is preparing ahead of this, working with over 300 global partners to make sure that Vera is in ample supply to meet the growing demands of Agentic AI.
NVIDIA's SVP of hardware engineering, Andrew Bell (via The Information), states that they have around a dozen manufacturing partners that will be able to produce up to 1,000 Vera racks per day. Based on calculations, it would amount to at least $630 billion in revenue in a single quarter. NVIDIA generated $82 billion in revenue in its previous financial quarter.
Now this revenue will be shared between NVIDIA and its partners, but it is a hefty jump and shows that the company is building a strong ecosystem with its partners to ensure Vera Rubin racks are assembled and delivered to AI firms and cloud data centers in a timely fashion.
Last month, NVIDIA commenced the volume ramp of its Vera Rubin platform and has already positioned itself to become the leading CPU supplier in the world this year as it aims to hit $20 billion in revenue from CPUs alone.
The platform is all set, and the competition is fierce, with the likes of AMD's EPYC Venice ramping up at the same time on an advanced process node. The next few months will be interesting to see the outcome in the AI segment as all chipmakers aim at one singular goal in mind: to dominate the Agentic AI race.
News Source: @GavinSBaker
About the author: A Software Engineer by training and a PC enthusiast by passion, Hassan Mujtaba serves as Wccftech's Senior Editor for hardware section. With years of experience in the industry, he specializes in deep-dive technical analysis of next-generation CPU and GPU architectures, motherboards, and cooling solutions. His work involves not only breaking news on upcoming technologies but also extensive hands-on reviews and benchmarking.
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