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[QUOTE="Queen, post: 85376, member: 27"]
NVIDIA throws serious money at CoreWeave and pushes Vera CPUs solo, signaling a hard pivot toward CPU control for agentic AI stacks.

CoreWeave gets first crack at Vera CPUs
[LIST]
[*]Jensen Huang backs CoreWeave as the initial platform for Vera CPUs.
[*]NVIDIA treats CPUs as independent infrastructure, not GPU sidekicks.
[*]CoreWeave plans large-scale AI factory expansion.
[*]The deal deepens an already tight partnership.
[/LIST]
Money, shares, and market pressure
[LIST]
[*]NVIDIA commits about $2 billion through Class A shares.
[*]The buy-in pegs shares at $87.20 each.
[*]Capital signals confidence, not charity.
[*]Server CPUs look like the next supply-chain choke point.
[/LIST]
What Vera CPUs bring to the table
[LIST]
[*]Vera runs a custom ARM design called Olympus.
[*]The chip packs 88 cores and 176 threads.
[*]NVLink-C2C pushes massive memory coherence.
[*]Specs dwarf prior Grace Blackwell hardware.
[/LIST]
Why NVIDIA wants CPU leverage
[LIST]
[*]Agentic AI strains CPUs before GPUs.
[*]Standalone CPUs offer a cheaper entry than rack-scale systems.
[*]Customers gain flexibility across mixed workloads.
[*]NVIDIA tightens platform control across the stack.
[/LIST]
Broader hints beyond CoreWeave
[LIST]
[*]Huang teases multiple future CPU design wins.
[*]ARM-based N1 and N1X appear on the horizon.
[*]Consumer AI PCs sit in NVIDIA’s sights.
[*]The company signals zero interest in staying GPU-only.
[/LIST]
[/QUOTE]

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