Nvidia's Vera Shipments On Track As CPU Demand Rises -- Market Talk

Dow Jones05-21 21:11

0911 ET - Nvidia remains on track to begin shipping Vera Rubin chips in 3Q. Benchmark analyst Cody Acree says in a note that an important point from 1Q results is "that the company now expects $20B of FY27 standalone Vera CPU revenue that is not included in the $1T Blackwell/Rubin framework." He also says "management framed Vera CPUs as a new $200B+ TAM for agentic workloads." Acree says agentic artificial-intelligence workloads are adding to CPU demand. "That architecture makes Vera a potential additive revenue layer rather than a replacement for GPU demand," he says, adding that "management's tone suggested Vera could be supply constrained throughout the life of the Vera Rubin platform." The company continues to see a $1 trillion revenue opportunity for Vera and Blackwell chips through the end of 2027. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

May 21, 2026 09:11 ET (13:11 GMT)

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