Analysts from GF Securities predict NVIDIA will showcase Vera CPUs at Computex 2026. The company plans to introduce these processors as a new alternative in the server market.
Arm-based processors designed for agentic AI computing workloads.
The Vera line uses Arm architecture and targets agentic AI computing workloads. Analysts expect the chips to deliver up to 1.5 times more computing performance than current x86 rivals from Intel and AMD.
GF Securities analysts project NVIDIA will ship 1.2 million CPU units during fiscal year 2027. The firm expects shipments to rise to 4.2 million units in fiscal year 2028.
The announcement comes as competitors like AMD advance their own processor lines for AI workloads. AMD recently began volume production of its EPYC Venice CPUs on TSMC's 2nm process technology.
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