NVIDIA ships first Vera CPUs to AI giants for agentic workloads

NVIDIA announced the first deliveries of its Vera CPU systems to leading AI companies, including Anthropic (San Francisco office), OpenAI (Mission Bay HQ), SpaceXAI (Palo Alto offices), and Oracle Cloud (AI Customer Excellence Center). The rollout is part of NVIDIA's strategy to expand beyond GPU manufacturing into a full-stack AI infrastructure provider, with Vera designed specifically for 'agentic AI' workloads. SpaceXAI's Elon Musk personally examined the system's cores, memory layout, and cooling, as the company evaluates Vera for reinforcement learning and simulation pipelines. Oracle showcased the hardware alongside GPU racks processing customer AI workloads.

NVIDIA's Vera is part of a broader ecosystem including Rubin GPUs, BlueField-4 DPUs, Spectrum-X networking, and MGX rack architecture. The company's AI Infrastructure account expressed excitement about SpaceX testing the platform, calling it 'just the beginning.' Financially, NVIDIA shares closed at $222.32, down 1.33% on the day but edging up 0.19% after hours. According to Benzinga Edge Stock Rankings, NVIDIA ranks in the 98th percentile for Growth and 97th for Quality, with a strong upward price trend across all time frames.