Nvidia\'s next-generation AI-focused CPU, Vera, delivered performance close to AMD\'s top-end EPYC lineup in public benchmarks, and led in some areas. Tests cited by online outlet Gigazine showed strong single-socket results and near dual-socket flagship EPYC performance in some code compilation tasks. The benchmarks were based on measurements by Linux-focused outlet Phoronix. Vera uses Nvidia-designed Olympus cores, supports FP8 and PCIe 6 and is aimed at data centres.

Design house (DSP) companies that once focused on outsourced semiconductor design are expanding in both contract pricing and funding scale as AI chip mass production becomes harder with foundry steps alone after 2-nanometre nodes. With physical limits nearing, 2.5D and 3D stacking and chiplets are becoming key, making advanced packaging and interconnect new battlegrounds. Firms are shifting toward integrated design platforms and infrastructure architecture partnerships, alongside rising high-value project shares and larger financings.