Nvidia will only produce one 88-core Vera CPU model — Jensen says the company will make billions of dollars from a single SKU
One SKU to rule them all?
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Although Nvidia claims that demand for its Vera processors is beating expectations and that it expects its CPU business to earn billions of dollars, the company does not plan to offer multiple Vera models, it revealed in a briefing at GTC 2026. This approach will reduce Nvidia's costs while enabling it to achieve its strategic goals, but will limit its market penetration.
"We only are going to build one Vera CPU [SKU]," said Ian Buck, Nvidia's VP and general manager of hyperscale and HPC business at Nvidia, at a news conference attended by Tom's Hardware at GTC. "The world is not going to be served by one SKU of CPU, and that is not our intention. We like a workload problem to go solve, to go swarm, and Nvidia is making one CPU to help in that agentic workload."
Nvidia has always positioned its processors to work with its own compute GPUs for AI and HPC, rather than to serve the broader market of CPU workloads. To that end, Vera is optimized for maximum single-threaded performance rather than for maximum core count — unlike AMD's EPYC and Intel Xeon processors.
"We created a brand-new CPU that is designed for extremely high single-threaded performance, incredibly high data output, incredibly good at data processing, and extreme energy efficiency, […] we built that so it could go along with these racks for agentic AI processing," Nvidia CEO Jensen Huang said at GTC. "[Vera CPUs are] twice the performance-per-watt than any CPUs in the world. […] I am very pleased with our architects, we have designed a revolutionary CPU."
Limiting the number of Vera stock keeping units (SKUs) to one makes sense for Nvidia. A quick look at the die shot of the processor reveals that it packs 91 cores, which enables Intel to keep three of them for redundancy and get decent yields with an 88-core part. While this means that everything that has less than 88 fully functional cores will be scrapped, this makes sense as Nvidia will not have to spend money on binning. At the end of the day, the company's goal is to use Vera processors for its NVL72 VR200 and VR300 rack-scale systems rather than to build a fully-fledged CPU business.
Still, there is significant market interest in Nvidia's Vera processor, so the company will sell them separately as well. According to Jensen, the company expects CPUs to become a billion-dollar business. However, there are no plans to make it bigger or compete against AMD and Intel — for now, at least.
"We never thought we will be selling CPUs standalone, but we are selling a lot of CPUs standalone," Huang said. "This will for sure be a multi-billion dollar business for us."
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Anton Shilov is a contributing writer at Tom’s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends.
- Jeffrey KampmanSenior Analyst, Graphics
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Stomx Looks like nobody cares. Let Phoronix to test this processor, or better the whole CPU-only system or CPU-GPU one, instead of just trolling about it with no real numbersReply -
wussupi83 88-cores AND focused on single threaded performance Sounds like an oxymoron. A high single threaded performance processor would be valuable to me for some tasks as a consumer. But then again so would an 88-core CPU lolReply -
S58_is_the_goat Reply
What about miss jensen?chaoticjoy1 said:Getting real tired of Jensen.
https://i.imgur.com/9yBBfOX.jpeg -
bit_user Reply
I remain skeptical that its 1T performance is really that good.The article said:To that end, Vera is optimized for maximum single-threaded performance rather than for maximum core count — unlike AMD's EPYC and Intel Xeon processors.
Again, I think they're spinning a weakness, here, because doing SMT well seems like something that takes multiple generations to refine. For instance Zen 5 cores have a different operational mode for running just one thread, which removes the watermarks that usually restrain a single thread when it has a SMT sibling. Dynamically switching in & out of that mode is going to be complex to implement and verify. Also, even implementing and dialing in the right watermarks for 2T mode is something that takes time and lots of workload testing.
AMD and Intel both have frequency-optimized variants of their server CPUs, which sacrifice some core count for greater frequencies. I'm skeptical their 1T/core perf isn't at least as good as Vera's, at comparable core counts.
I think Nvidia's decision not to go for higher core counts might've been driven by fabric scalability issues & latency tradeoffs, or maybe they just felt that more cores weren't needed for the CPU portion of the workloads they were targeting, at the time they made these design decisions. -
JamesJones44 ReplyS58_is_the_goat said:What about miss jensen?
https://i.imgur.com/9yBBfOX.jpeg
She has certainly aged better than Mr. Jensen -
wussupi83 Reply
A spin is certainly possible. Maybe they didn't plan for the single threaded performance to be the standout feature. And now they have to go with it But it will still have value if it's really that much better than current competitors.bit_user said:I remain skeptical that its 1T performance is really that good.
Again, I think they're spinning a weakness, here, because doing SMT well seems like something that takes multiple generations to refine. For instance Zen 5 cores have a different operational mode for running just one thread, which removes the watermarks that usually restrain a single thread when it has a SMT sibling. Dynamically switching in & out of that mode is going to be complex to implement and verify. Also, even implementing and dialing in the right watermarks for 2T mode is something that takes time and lots of workload testing.
AMD and Intel both have frequency-optimized variants of their server CPUs, which sacrifice some core count for greater frequencies. I'm skeptical their 1T/core perf isn't at least as good as Vera's, at comparable core counts.
I think Nvidia's decision not to go for higher core counts might've been driven by fabric scalability issues & latency tradeoffs, or maybe they just felt that more cores weren't needed for the CPU portion of the workloads they were targeting, at the time they made these design decisions. -
bit_user Reply
No doubt, this CPU/core sounds like a monster! I can't wait to see some detailed, independent benchmarks & analysis.wussupi83 said:A spin is certainly possible. Maybe they didn't plan for the single threaded performance to be the standout feature. And now they have to go with it But it will still have value if it's really that much better than current competitors.
It's too bad that Nvidia is usually not public about its CPU cores. I think they never presented Denver or Carmel at Hot Chips. -
Air2004 "A quick look at the die shot of the processor reveals that it packs 91 cores, which enables Intel to keep three of them for redundancy and get decent yields with an 88-core part."Reply
How does that work ? Does not compute. -
bit_user Reply
You mean the part about how the article referenced Intel? Yeah, I caught that too. I'm sure it was just a Freudian slip.Air2004 said:"A quick look at the die shot of the processor reveals that it packs 91 cores, which enables Intel to keep three of them for redundancy and get decent yields with an 88-core part."
How does that work ? Does not compute.
; )