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The big picture: Nvidia lifted the embargo on its Vera CPU deep dive this week, and the disclosure amounts to a direct challenge to two decades of x86 datacenter design philosophy. This is the most detail the company has shared on the chip since it first appeared on the Rubin roadmap, and it confirms something I have suspected for a while: Nvidia is not treating the CPU as an attach story anymore. It is treating it as a battleground with a lot of potential dollars at play.
Vera is built around the Olympus core, the first custom CPU core Nvidia has ever brought to the datacenter and the first custom core the company has designed anywhere since the Denver and Carmel efforts of the Tegra era nearly a decade ago.
Ryan Shrout is a longtime technology analyst and industry veteran who has spent over two decades covering PC hardware, graphics, and semiconductors. He previously led technical marketing at Intel and was the founding editor of PC Perspective. He is currently President and GM at Signal65. You can follow him on X @ryanshrout.
