NVIDIA is poised to become one of the world's largest CPU makers this year, driven by its new Vera CPU generation. The company projects sales of about $20 billion worth of Vera CPUs, unlocking a $200 billion total addressable market with its standalone offerings. NVIDIA is partnering with every major hyperscaler to supply Vera CPU racks, with deployments already visible across infrastructure providers.

This marks a significant shift for NVIDIA, traditionally known for GPUs. Intel's Data Center Group generated approximately $5.1 billion in Q1 2026, while AMD's Data Center Segment brought in $5.8 billion during the same period. NVIDIA's Vera CPU is now projected to hit $20 billion on its own, positioning the company alongside these established players.

The Vera CPU packs impressive specifications: 88 custom Armv9.2 "Olympus" cores with 176 threads, native FP8 processing for AI workloads, 1.2 TB/s of memory bandwidth, and support for up to 1.5 TB of LPDDR5X memory. A second-generation Scalable Coherency Fabric provides 3.4 TB/s of bisection bandwidth across a unified monolithic die, eliminating the latency issues common in chiplet architectures.