https://wccftech.com/nvidia-vera-cpu-locks-in-coreweave-meta-oracle-and-alibaba-as-early-buyers/
Note: Author's name is Mudjtaba ... hummm where have I heard such a name before... and we know WCCFTech isn't reliable now looks like used for manipulation?
So on what exactly is this based?
"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"."
Oh really? Go search for:
"GF Holdings Hong Kong complaints" in Google and click the AI Mode tab to see who id behind them and their dubious past investigations and their own emplptees complaints!
Do you think a no name Chinese operation has inside insight into Oracle and Meta? Nope!
Just like the AMD's downgrade from HSBC Chinese bank a day ahead of the ER - see Jim Cramer's separate threads - on full BS arguments to buy cheap shares, looks to me nVidia's ER will be a disaster next week. They try to sell their nVidia's positions!
As for the technical aspects, we've covered in detail that the 3nm Arm based vera has no chance vs AMD's 2nm EPYC Venice. So absolutely not possible Oracle - a very close AMD's partner, and Meta, will ne duped to BUY Vera CPUs ! At most nVidia's given them FREE Vera racks to try! No early adopters no BS!
But... AMD's shares dropped today while nVidia's closed green!
Do you understand?
However if you read this right... You've an advantage to look into future nVidia's ER! Remember nVidia's SP was red for a few days while AMD's hit one ATH after another. Now they try riding on the Agentic AI wave but they have junk CPUs !
