$NVDA Vera could turn Nvidia into a ~$60B server CPU business by 2028 overtaking $AMD and $INTC as early as next year.

The growth is coming from agentic AI as orchestration, tool calls and autonomous workloads push server CPU demand toward \~$150B with Nvidia capturing nearly half of that growth by selling complete AI systems. And it extends beyond Nvidia with $ARM entering merchant CPUs on $2B+ in orders while $DELL and $SMCI could nearly double server revenue as AI agents drive another wave of compute demand.

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u/Dependent-Newt1009 1 6 hours ago

Vera is basically their trojan horse into the data center CPU market and nobody talking about it yet. The way they bundle it with their GPU platforms means companies will just take the CPU too cause it's easier than mixing vendors ARM getting $2B in orders is wild though, that whole space gonna look completely different in 3 years
u/Primary_Olive_5444 1 5 hours ago

It’s B2B business. The hyper-scaler also sees Nvidia cultivating Neo-cloud to erode away their power Shareholders and management should ask the question (1st principle) What’s really allowing Nvidia to be the largest market stocks? Is it because Jensen is Asian looking and can speak mandarin that’s allowing him to stranglehold the chips supply coming out from Taiwan? Or are the chip design from Nvidia that irreplaceable that no other tech company can replicate? That stranglehold is causing less wafer to Qualcomm, AWS and Broadcom. Nvidia will face competition. Because of corporate jealousy. Who doesn’t want the title of the world largest market cap company? https://preview.redd.it/dudfb8p97zuh1.png… If indeed, he is using that then lots of US big tech should start viewing him as a competitor.