KATHMANDU: NVIDIA is accelerating its push into the global artificial intelligence infrastructure market by promoting its new Vera AI-focused server processor in China ahead of its June 24, 2026, annual shareholder meeting, as the company seeks new growth opportunities amid regulatory pressures and market volatility.

The company has begun marketing the Vera CPU, its first standalone processor designed specifically for agentic AI workloads, including code execution, reinforcement learning, data analytics, orchestration, and AI tool operations. Commercial availability is expected from this August, with cloud providers and enterprise customers evaluating potential deployments.

Nvidia’s Vera central processing unit. Photo courtesy: Nvidia Newsroom

Built around 88 custom Olympus cores, Vera delivers up to 1.8 times faster performance for agentic AI tasks than traditional x86 processors, according to NVIDIA. The chip features up to 1.2 terabytes per second of LPDDR5X memory bandwidth, 1.5TB memory capacity, and 1.8TB/s NVLink-C2C connectivity with NVIDIA GPUs, enabling faster AI processing while improving energy efficiency.

NVIDIA expects Vera to become a key component of next-generation AI factories, where companies increasingly focus on maximizing AI output and token generation. The company projects the processor could generate around USD 20 billion in revenue during its current fiscal year ending January 2027.

The push comes as NVIDIA faces growing pressure in China from American export restrictions on advanced AI chips and rising competition from domestic semiconductor firms. The company has been expanding its CPU portfolio as these products face fewer export barriers than high-end AI GPUs.

Major technology firms including OpenAI, Anthropic, Oracle Cloud Infrastructure, ByteDance, CoreWeave, Lambda, Nebius, Nscale and the New York Stock Exchange are exploring or planning Vera deployments. Hardware partners such as Dell Technologies, HPE, Lenovo and Supermicro are also preparing server platforms based on the processor.

NVIDIA shares were trading at around USD 206 this week, giving the company a market capitalization of nearly USD 5 trillion, making it one of the world’s most valuable publicly traded firms.

The announcement comes ahead of NVIDIA’s virtual annual shareholder meeting on Wednesday, June 24, 2026, where investors are expected to focus on the company’s AI expansion strategy, regulatory challenges and future growth prospects. Despite recent volatility that has weighed on major technology stocks, analysts remain optimistic about NVIDIA’s long-term outlook, supported by strong demand for AI infrastructure and the rollout of its next-generation computing platforms.

NVIDIA shares were trading at around USD 206 this week, giving the company a market capitalization of nearly USD 5 trillion, making it one of the world’s most valuable publicly traded firms.

For the quarter ending April 2026, NVIDIA reported revenue of approximately USD 81.6 billion, an increase of 85 percent from a year earlier, while data center revenue climbed to USD 75.2 billion. The company has forecast revenue of about USD 91 billion for the current quarter as global investment in AI infrastructure continues to accelerate.

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