Jensen Huang wants to own the entire AI hardware stack, and he’s not being subtle about it. The Nvidia CEO is betting that the company’s new Vera CPU line will capture a massive share of what he projects to be a $200 billion total addressable market built around AI agents.
What Vera actually is
The Vera CPU packs 88 custom Olympus cores and delivers memory bandwidth of up to 1.2 TB/s. Dell’s PowerEdge XE9812 system, built on Vera architecture, reportedly delivers up to 10x lower cost-per-token for large-scale AI inferencing compared to previous generations.
OpenAI and Anthropic are already early adopters of Vera-based systems. Huang’s ambition extends well beyond CPUs. He’s aiming to manage the entire AI factory stack, including GPUs, networking hardware, and now these purpose-built processors. Nvidia projects its AI infrastructure revenue will exceed $1 trillion from 2025 to 2027.
Why crypto should pay attention
