NVIDIA's 'Vera' CPUs could outperform and outsell competing x86 offerings from Intel and AMD

NVIDIA introduced its Vera CPU back in March at GTC 2026, billing it as the world’s first processor purpose-built for agentic AI workloads. The chip is an ARM-based, 88-core design that can be sold standalone or paired with the Rubin GPU inside NVIDIA’s NVL72 systems, and the company has already hand-delivered its first Vera units to partners including Anthropic, OpenAI, SpaceX, and Oracle.

Now, the revenue projections attached to Vera are turning heads in a big way. During NVIDIA’s recent earnings call, CFO Colette Kress stated that the company expects its Grace and Vera CPU lineup to bring in around $20 billion in revenue this fiscal year alone. CEO Jensen Huang framed the broader opportunity as a brand-new $200 billion total addressable market (TAM), one that NVIDIA says it has never previously addressed.

To put that $20 billion figure in perspective, Intel’s Data Center and AI division pulled in $16.8 billion across all of last year, while AMD’s data center segment brought in $16.63 billion in 2025. However, one can argue that the AI boom will lead to higher revenue for these companies as we move through 2026 and towards 2027.

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For comparison, in Q1 2026, Intel’s data center segment pulled in $5.1 billion, while AMD generated $5.8 billion. These figures comprise both Intel Xeon and AMD EPYC CPUs, along with accompanying products such as AMD’s Instinct GPUs. If NVIDIA hits its target, it would effectively outsell both rivals in the CPU…