NVIDIA Vera CPU Bags Orders from Major Manufacturers, Qualcomm Enters the CPU Market

Citrini Research analyst Jukan cites GFHK's report, stating that Nvidia's Vera CPU racks have gained CoreWeave, Meta, and Oracle as early adopter customers.

Qualcomm is also accelerating its layout in this domain, and its data center CPUs are expected to ship in 2028. Qualcomm is also developing scalable switch and connectivity chips for rack-level solutions, aiming to secure a foothold in the data center market.

Behind this series of movements is the comprehensive outbreak of AI intelligent entity trends. With the concentrated emergence of autonomous AI agency tools such as Claude Cowork and OpenClaw in 2026, the focus of computing power demand is undergoing a profound shift.

The bottleneck of AI computing architecture is shifting from GPUs, which are centered on matrix multiplication and addition throughput, to CPUs, which are centered on control flow and task orchestration. High-performance CPUs for hyperscale AI data centers are currently in a severe supply shortage.

The capital market has responded to this logical shift, with x86 architecture giants Intel and AMD's stock prices soaring hand in hand and both reaching historical highs. Qualcomm, which has returned to the data center market, has been particularly eye-catching, with its stock price surging 60% in the last 10 trading days, highlighting investors' bullish sentiment on high-performance CPUs as the "key bottleneck".