Exclusive-Nvidia Begins Vera CPU Sales Pitch to Chinese Clients, Sources Say

Exclusive-Nvidia Begins Vera CPU Sales Pitch to Chinese Clients, Sources Say

By Reuters
Publication Date: 2026-06-12 06:19:00

June 12 (Reuters) – Nvidia has told Chinese clients that its new “Vera” central processors for AI ⁠data ⁠centres could be available as soon as August and ⁠that they can begin placing orders, three sources familiar with the matter said.

The outreach underscores how the world’s most ​valuable company is quickly pivoting to the new product to revive its rapidly declining fortunes in China, as shipments of its second-most powerful AI chip, the H200, to the country ‌have stalled for months.

Nvidia’s market share in China ‌has effectively fallen to zero, its CEO Jensen Huang said in October, hurt by U.S. export controls on advanced chips and Beijing’s push for self-reliance in key technologies.

The move ⁠also raises the ⁠stakes in its competition with major CPU firms Intel and AMD, which are racing to increase supplies ​of server CPUs for AI data centres.

The sources said some Chinese clients have shown interest in the Vera chip, Nvidia’s first standalone central processing unit (CPU) built for agentic AI — systems that perform tasks autonomously. The sources declined to be identified because the discussions are private.

Now in full production, the Vera chip is built for the behind-the-scenes computing that AI agents rely on, and ​Nvidia says it runs up to 1.8 times faster than comparable processors from its rivals.

Unveiling Vera in March, Huang expected it to become the company’s ⁠next ⁠multibillion-dollar business. Nvidia also said at ⁠the time that…