Nvidia has revealed the specifications of its new central processor, Vera, designed for data centers, challenging traditional market leaders Intel and AMD. This was reported by CNBC. Chip supplies began in June, with the first recipients being tech giants like OpenAI, Anthropic, and SpaceX.
The new processor is specifically developed to eliminate the "bottlenecks" that arise during the operation of autonomous artificial intelligence systems and provides 50% higher performance compared to x86 architecture. Unlike competitors who focus on the number of cores, Nvidia has concentrated on single-core speed, high memory bandwidth, and reduced latency.
The company estimates the potential market size for server processors at $200 billion, while Bernstein analysts had previously forecasted it would reach $37 billion by 2025. According to Wolfe Research, the average price of a Vera processor will be around $5,000, and the supply volume this year could reach 1.3 million units.
Before the AI boom, central processors were the most expensive components of servers, but the release of ChatGPT shifted attention to graphics accelerators. The development of autonomous AI agents has renewed interest in traditional processors, which is also reflected in the stock market.
Since the beginning of 2026, Intel and AMD stocks have risen by 149% and 128% respectively, significantly outpacing Nvidia's 8% stock increase. Currently, Intel controls 66.8% of the server processor market, while AMD holds about 33%.
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