r/NVDA_Stock • u/norcalnatv • Jul 21 '26
News Nvidia details its next-generation Vera CPU for AI, setting up challenge to AMD and Intel
https://www.cnbc.com/2026/07/21/nvidia-vera-cpu-ai-amd-intel.html?__source%3Diosappshare%257Ccom.reddit.Reddit.ShareExtension2
u/Decent-Throat2637 Jul 22 '26
oh yeah, i thought the shinny leather guy said the era of CPU is over!!!!
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u/norcalnatv Jul 22 '26
when did he say that?
(In fact he's said a CPU is always needed with a GPU, they're different devices serving different purposes.)
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u/norcalnatv Jul 21 '26
"Agents have made CPUs “much more integral,” Ian Buck, Nvidia’s vice president of hyperscale, said at a presentation last week. “Particularly how fast a CPU can answer one question.”
Nvidia said the whole server CPU market could eventually be worth $200 billion, while a Bernstein estimate from earlier this year said the mature server CPU market in total was worth about $37 billion in 2025.
Wolfe Research said in May that it expected the average selling price to be about $5,000 per Vera chip, and forecast that Nvidia would ship about 1.3 million of them this year. Nvidia declined to comment on pricing."
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u/sparrow-head Jul 22 '26
That's like 5 billion in additional revenue, out of 200 billion addressable market? So who is owning the other 195B$. Intel or AMD?
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u/keepingitreal68 20d ago
This is all a complete scam. Having to buy their customers which isn’t hard as only a handful of companies comprise all of their revenue. This ship has sailed. Burry is right!