Nvidia Moves Into CPUs, Challenging Intel and AMD in Data Centers
Nvidia is expanding beyond GPUs into CPUs, as cloud startup Modal plans to integrate its Vera processor into its infrastructure, according to GuruFocus.
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what happened
Nvidia, the leader in AI chips, is moving beyond graphics processors into the central processor market. According to the company's internal testing, its Vera CPU nearly doubled speed on long-running AI agent workloads versus systems built on Intel and AMD chips. Cloud startup Modal plans to put the chip into its infrastructure, GuruFocus reports.
Modal's revenue has grown roughly 15 times over the past year. The company serves developers building AI applications and recently raised $750 million at a $15.75 billion valuation. It expects sales of about $1 billion next year and says it is not abandoning Intel or AMD.
Nvidia targets at least $20 billion in Vera revenue this fiscal year and puts the CPU opportunity at around $200 billion.
why it matters
For investors, the move signals Nvidia's push to reach a broader audience than accelerators alone. If more AI-native customers adopt its processors, Nvidia could win share in another large part of the data center stack.
market impact
Intel and AMD: Nvidia's entry into server CPUs adds competition and pressures their data center share
tags
instruments
sources
- Nvidia Is Coming for Intel and AMD's CPU Business — gurufocus.com, 20 October 2026 at 14:28 UTC
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