Overview
- Nvidia disclosed that its Grace family of server CPUs generated $5 billion in trailing 12‑month sales, showing early commercial traction beyond its GPU business.
- The company said it has entered full production of its next‑generation Vera CPUs and is rolling those chips out alongside Vera Rubin GPUs as integrated and standalone options.
- Nvidia projects data‑center CPU revenue will more than double next fiscal year, tying that forecast to the wider Vera rollout and sales of combined CPU‑GPU systems.
- The move raises competitive pressure on established server CPU suppliers Intel and AMD but long‑term share shifts will depend on customer adoption, software support, and price‑performance comparisons.
- Nvidia already dominates high‑end AI GPUs, and offering matched CPU and GPU stacks could simplify procurement for data centers and change how operators design systems for training and inference workloads.