### @NVDA — Confirmed — from the Q1 FY2027 call; forward figures are management's framing
There are three things, okay? 1) We entered the standalone CPU market with Vera, which management calls the world’s first CPU purpose‑built for agentic AI, built on custom Arm cores and, they say, 1.5× perf per core, 2× perf per watt, 4× density per rack versus x86. 2) Management frames a $200 B addressable market and sees nearly $20 B of total CPU revenue this year for the standalone mode, but that’s a framing, not a reported result. 3) My sense is we’ll be supply constrained throughout Vera’s life, and agents don’t rent cores—they just want work done fast.
- tier: Confirmed (✓)
- source: NVDA / Vera: the CPU market entry, in four use modes
- receipt: https://ticker.thevixguy.com/p/p-day-20260801-nvda-src-nvda-vera-cpu-rotation
- posted: 2026-08-01T17:33:03.208Z