As CPU demand continues to rise on the AI hyperscaler front due to Agentic workflows, NVIDIA is seeing massive demand for its Vera CPU racks with several major customers lining up as early adopters.
China's Alibaba Among The List of Early Adopters For NVIDIA's Agentic-AI Focused Vera CPU Racks
Some major names have emerged for NVIDIA's upcoming Vera CPUs, which will usher in a new era of performance and efficiency at scale in AI. The Vera CPU, accompanied by the Groq 3 LPX "LPU," has tremendous potential for Agentic AI workflows, and this has led AI firms to secure early shipments of these upcoming platforms.
As per GFHK (GF Holdings Hong Kong), it is reported that the major AI players that have shown interest in NVIDIA's Vera CPU racks include CoreWeave, Meta, Oracle, and Alibaba. All of these customers are said to have already secured Vera CPU racks as "early adopters". This is just the initial list, and as the CPU super cycle picks up pace, we will see even more firms place orders for Vera racks.
China's Alibaba is definitely an interesting customer. While China is banned from getting the latest AI chips from NVIDIA, including Rubin, its CPUs being adopted by one of China's prime AI firms shows the tightness in supply.
CPUs are being consumed tenfold, with both Intel and AMD seeing massive CPU demand across Agentic AI workflows, and several firms, including AI companies, have started investing in the development of their own CPUs. Arm already launched its AGI CPU, which is expected to ship $2.0 US billion in revenue, and Qualcomm is also said to be developing its own data center CPU, which is expected to ship in 2028.
What To Expect From NVIDIA's Vera CPU, The Successor To Grace
According to NVIDIA, the Vera CPU offers extremely high single-threaded core performance, incredibly high data output, and extreme levels of energy efficiency. Vera is the world's first and only data center CPU to utilize LPDDR5 memory and offers unrivaled performance per watt. NVIDIA is not just integrating Vera CPUs into its Vera Rubin platform; these will also be shipped standalone, & the company expects this to open another multi-billion-dollar business front for it.
For the Vera CPU, NVIDIA has designed its next-gen custom Arm architecture codenamed Olympus, and the chip packs 88 cores, 176 threads (with NVIDIA Spatial Multi-Threading), 1.8 TB/s NVLink-C2C coherent memory interconnect, 1.5 TB of system memory (3x Grace), 1.2 TB/s of memory bandwidth with SOCAMM LPDDR5X, and Rack-scale confidential compute. These combine to offer 2x data processing, compression & CI/CD performance versus Grace.
With Vera, we will also see demand for LPDDR5X DRAM swell as the platform features support for up to 1.5 TB of memory, and given the amount of Vera CPUs that will be required to meet compute demands, the supply chain is going to see increased constraints. NVIDIA's Vera Rubin platform is set for launch in the second half of this week, with mass production of the first racks commencing real soon.
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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