Nvidia on track to be worlds leading CPU supplier claims CFO

Nvidia's CFO Colette Kress announced the company is on track to become the world's leading CPU supplier with nearly $20 billion in CPU revenue projected for 2027, driven by deployments of its new Vera CPU chips by major hyperscalers. The Vera CPU, featuring 88 Arm cores and up to 1.5TB of memory, represents a new $200 billion market opportunity for Nvidia beyond its dominant GPU business. Major clients including OpenAI, Anthropic, Oracle, and SpaceX have already taken delivery of Vera-based systems.