⚡Nvidia Hand-Delivers First Vera CPUs to OpenAI, Anthropic
TL;DR
Nvidia's 88-core Arm CPU codenamed Olympus shipped Friday to three frontier labs: OpenAI, Anthropic, and SpaceX got the first racks. Vera claims a 1.8x lift over x86 for agent workloads.
Nvidia's 88-core Arm CPU codenamed Olympus shipped Friday to three frontier labs: OpenAI, Anthropic, and SpaceX got the first racks. Vera claims a 1.8x lift over x86 for agent workloads. Oracle Cloud has pre-committed to hundreds of thousands of units.
Key Points
88-core Arm architecture (Olympus); Nvidia's first custom CPU
Claimed 1.8x perf gain over comparable x86 parts on agent workloads
First units delivered in person by Nvidia VP Ian Buck to Anthropic, OpenAI, and SpaceX
Full production targeted for Q3; OCI committed to hyperscale deployment in 2026
Why It Matters
Vera is Nvidia's bid to own the CPU half of every agent rack it already wins on the GPU side. If the 1.8x number holds outside Nvidia's own benchmarks, Intel and AMD lose another defensible workload.
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