Quick Read – Nvidia targets $20 billion in Vera CPU revenue this fiscal year from zero, with benchmarks beating Intel’s flagship by over 55%. – Nvidia bundles Vera CPU into Rubin racks so hyperscalers buying the platform acquire CPUs by default, bypassing x86 entirely. – Idle…
0,000-plus GPUs waiting on legacy CPUs create an economic disaster, and Vera’s tight integration eliminates that bottleneck for agentic AI workloads. – The analyst who called NVIDIA in 2010 just named his top 10 stocks and AMD wasn’t one of them. Get them here FREE
You can argue about almost every line in a NVIDIA (NASDAQ:NVDA) earnings release. The size, the margins, the customer concentration, the China hole. What you cannot argue about is what happens when a company that did zero CPU revenue last year tells you it expects to do $20 billion in CPU revenue this fiscal year.
That figure, surfaced on a recent Motley Fool Money podcast segment about whether Nvidia’s new Vera CPU threatens the Intel (NASDAQ:INTC) and Advanced Micro Devices (NASDAQ:AMD) duopoly, is the number that should stop a long-term holder cold. The $20 billion is small for Nvidia against an $81,615,000,000 quarter, and the implied trajectory rewrites how the company gets paid. A GPU company is becoming a full-stack compute company in real time, and that is the part the duopoly cannot easily price.