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AI & Enterprise

Nvidia makes first delivery of Vera CPU for AI agents, including SpaceX and OpenAI

Nvidia has supplied initial volumes of its first in-house CPU for AI agents, called Vera, to SpaceX. BeInCrypto reported Nvidia also delivered early Vera silicon directly to OpenAI, Anthropic and Oracle Cloud. The company described Vera as its first processor marking an expansion of its GPU-led AI infrastructure business into CPUs. Vera includes 88 Olympus cores and supports up to 1.2 TB/s memory bandwidth, Nvidia said.

Industry

GPU standalone era may end as integrated design determines AI chip performance

The focus of competition in AI chips is shifting from standalone GPUs to integrated CPU-GPU designs that package processors and memory to optimise data flow. U.S.-listed CPU makers Intel and AMD have surged, reflecting rising demand for CPUs and DPUs as inference and agentic AI workloads expand. Nvidia is also pushing CPU offerings and tighter CPU-GPU integration, while memory is becoming a core component. The trend could benefit South Korean memory makers SK Hynix and Samsung Electronics.

Telecommunications & Media

Nvidia, Corning team up to build 3 U.S. optical manufacturing sites

Nvidia has signed a multi-year agreement with Corning to build three optical-technology production sites in the United States. The companies plan to build or expand advanced manufacturing facilities in North Carolina and Texas to produce optical technology for Nvidia, creating at least 3,000 jobs and expanding Corning’s U.S. optical manufacturing capacity tenfold. Corning shares jumped 14 percent and Nvidia rose about 3 percent after the announcement.