NVIDIA’s Vera CPU secures CoreWeave, Meta, Oracle and Alibaba as early buyers, opening up a billion-dollar front beyond Rubin Racks

As CPU demand in the AI ​​hyperscaler space continues to rise due to agentic workflows, NVIDIA is seeing tremendous demand for its Vera CPU racks, with several large customers becoming early adopters.

China’s Alibaba is among the early adopters for NVIDIA’s Agentic AI-focused Vera CPU racks

NVIDIA’s upcoming Vera CPUs feature some big names that will usher in a new era of performance and efficiency at scale in AI. The Vera CPU, along with the Groq 3 LPX “LPU,” offers huge potential for Agentic AI workflows, and this has prompted AI firms to secure early shipments of these upcoming platforms.

According to GFHK (GF Holdings Hong Kong), major AI players that have shown interest in NVIDIA’s Vera CPU racks are reported to include CoreWeaveMeta, Oracle and Alibaba. All of these customers are said to have already secured Vera CPU racks as “early adopters”. This is just the initial list, and as the CPU supercycle gains momentum,…