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Nvidia has launched Vera, its first CPU designed specifically for AI agents and large-scale AI infrastructure. The processor promises up to 1.8 times faster performance than traditional x86 CPUs and will be adopted by major AI labs, cloud providers, and server manufacturers.
Nvidia CEO Jensen Huang said demand for Blackwell and Vera Rubin systems could reach $1 trillion by 2027, as the company unveiled new chips, racks, and AI infrastructure at GTC.
Nvidia reports record Q4 revenue of $68.1B and net income of $43B, driven by strong AI data center demand and continued hyperscale investment.
Nvidia is requiring Chinese customers to pay in full upfront for its H200 AI chips amid regulatory uncertainty. The move reflects rising political and export risks tied to advanced semiconductor sales.
Nvidia reported strong third quarter results driven by soaring demand for its data center GPUs and Blackwell architecture. The company raised its outlook as AI infrastructure spending accelerates.
Microsoft will invest $15.2 billion in the UAE over four years, shipping advanced Nvidia GPUs and building AI infrastructure while training local talent.
Nvidia CEO Jensen Huang announced that the company’s Blackwell AI chips are now in full production in Arizona, marking a major step in bringing semiconductor manufacturing back to U.S. soil.