NVIDIA is expanding into the CPU market with its Vera processor, designed for agentic AI workloads, and claims it is up to 1.8 times faster than x86 processors. The Vera CPU integrates with NVIDIA GPUs, networking, and software to offer complete AI systems. Anthropic, OpenAI, and SpaceX plan to adopt the platform, while Dell Technologies, Hewlett Packard Enterprise, Lenovo, and Super Micro Computers are preparing Vera-based systems. NVIDIA’s data center revenues reached a record $75.25 billion in the first quarter of fiscal 2027, rising 92% year over year, with the Zacks Consensus Estimate for data center revenues at $363.78 billion, indicating growth of approximately 88%. However, rivals AMD and Intel have deep CPU expertise. AMD’s data center revenues surged 107% year over year to $6.72 billion in the second quarter of 2026, driven by EPYC processors and Instinct GPUs. Intel’s data center and AI business generated $6.26 billion in the second quarter of 2026, up 59% year over year, with its Xeon processors handling AI workloads. NVIDIA’s integrated advantage is significant, but AMD’s rapid growth and Intel’s large installed base mean NVIDIA must prove Vera’s performance and efficiency benefits before seriously disrupting the CPU market.