NVIDIA Offers Vera CPU to China, August Delivery Set

According to people familiar with the matter, NVIDIA has informed Chinese customers that its new Vera CPU, designed for artificial intelligence (AI) data center workloads, could become available for ordering as early as August.

The move highlights NVIDIA’s accelerated push toward next-generation computing products as it seeks to revive declining performance in the China market. NVIDIA CEO Jensen Huang has previously stated that, due to advanced semiconductor export restrictions and related regulatory pressures, the company’s market share in China has effectively fallen to near zero.

The development also intensifies competition in the AI server CPU space, where Intel and AMD are actively expanding their offerings for AI data center infrastructure.

Sources indicate that some Chinese cloud customers are already showing interest in NVIDIA’s Vera CPU, the company’s first standalone processor specifically optimized for agentic AI systems—software capable of autonomously performing tasks and decision-making workflows. Built on Arm architecture, the Vera processor is currently in full-scale production and is designed for backend computing tasks that support AI agents. NVIDIA claims the chip delivers up to 1.8 times the performance of competing processors in similar workloads.

When the Vera CPU was first introduced in March, Huang positioned it as a potential multi-billion-dollar growth driver for the company. At that time, NVIDIA also noted that leading cloud providers, including Alibaba and ByteDance, were collaborating on deployment scenarios, although it was not confirmed whether formal procurement had begun.

According to industry sources, one major Chinese cloud service provider is planning to order more than 300 servers, each equipped with two Vera CPUs. The company intends to initially deploy these systems for testing before deciding on broader procurement. Early deployments from Chinese customers are expected to be limited to overseas data centers for evaluation purposes.

Research firm SemiAnalysis estimates that the unit price of a single Vera processor could exceed $20,000 before volume discounts. A full rack configuration containing 256 chips may cost around $10 million, depending on memory configurations and system design.

NVIDIA is reportedly targeting up to $20 billion in Vera CPU revenue by the end of fiscal year 2027 (ending January).