It’s a CPU designed for an AI cluster. Their last CPU Grace was the same thing and no one called it agentic.
Vera now just has more performance/more bandwidth. It’s cool, I’d like to have one of these clusters, but this is not new.
It’s marketed as agentic AI because that’s fashionable in 2026.
https://www.redpanda.com/blog/nvidia-vera-cpu-performance-be...
I keep expecting we see fabric gains, see something where the host chip has a better way to talk to other host chips.
It's hard to deny the advantages of central switching as something easy & effective to build, but reciprocally the amazing high radix systems Google has been building have just been amazing. Microsoft Mia 200 did a gobsmacking amount of Ethernet on chip 2.8Tbps, but it's still feels so little, like such a bare start. For reference pcie6 x16 is a bit shy of 1Tbps, vaguely ~45 ish lanes of that.
It will be interesting to see what other bandwidth massive workloads evolve over time. Or if this throughout era all really ends up serving AI alone. Hoping CXL or someone else slims down the overhead and latency of attachment, soon-ish.
Maia 200: https://www.techpowerup.com/345639/microsoft-introduces-its-...
Once you need to reach beyond L2/L3 it is often the case that perfectly viable experiments cannot be executed in reasonable timeframes anymore. The current machine learning paradigm isn't that latency sensitive, but there are other paradigms that can't be parallelized in the same way and are very sensitive to latency.
It's somewhat different from how x86 chips do simultaneous multithreading (SMT),
In operating systems timeslicing means giving a quantum of execution time to each process, and context switching between processes. Not normally a term used in computer architecture but possibly the characterisation would fit a barrer processor rather than SMT.
If they're going to build CPUs I wish they had used Risc-V instead. They are using it somewhat already.
The CPU is integrated with two Rubin GPUs but each of the CPU cores has dedicated FP8 acceleration as well.
1. https://www.nvidia.com/en-us/data-center/vera-rubin-nvl72/
The Nvidia CPUs are designed for a very specific use case. They are designed for high performance with less concern about cost control.
The newer AmpereOne CPUs use DDR5 with the AmpereOne M supporting even higher memory bandwidth. Even then, I doubt the AmpereOne CPUs will match the performance of the Nvidia Rubin CPUs. But the Ampere processors are available for general use. I am guessing that Nvidia is only going to sell the complete rack system and only to high-volume customers.
It is kind of rediculous that the only server option with Apple hardware has been to stack up mac minis.
They got rid of the server and workstation market, focusing on consumers only.
Xeons, Epycs, whatever this is - they are all also typically optimized for power efficiency. That's how they can fit so many CPU cores in 200-300W.
x86 and Apple already sell CPUs with integrated memory and high bandwidth interconnects. And I bet eventually Intel's beancounter board will wake up and allow engineering to make one, too.
But competition is good for the market.
AFAIK they still dominate on clock rate, which I was surprised to see when doing some back of the envelope calculations regarding core counts.
I felt my 8 core i9 9900K was inadequate, so shopped around for something AMD, and IIRC the core multiplier of the chip I found was dominated by the clock rate multiplier so it’s possible that at full utilization my i9 is still towards the best I can get at the price.
Not sure if I’m the typical consumer in this case however.
It's quite impressive what purpose build inference can/will do once everyone stops trying to become kind of the best model.
From the "fridge purpose-built for storing only yellow tomatoes" and "car only built for people whose last name contains the letter W" series.
When can this insanity end? It is a completely normal garden-variety ARM SoC, it'll run Linux, same as every other ARM SoC does. It is as related to "Agentic $whatever" as your toaster is related to it
These things have hardware FP8 support, and a 1.8TB/s full mesh interconnect between CPUs and GPUs. We can argue about the "agentic" bit, but those are features that don't really matter for any workload other than AI.
To mis-quote the politician quip:
How can you tell a marketer is lying?
Answer: His/her mouth is moving.
So they make inference cheaper and the models get even worse. Or Jensen Huang has AI psychosis. Or both.
Here is a new business idea for Nvidia: Give me $3000 in a circular deal which I will then spend on a graphics card.
Can someone explain what is Vera CPU doing that a traditional CPU doesn't?
Cursor seem to be doing exactly that though
I did see they have the unified CPU/GPU memory which may reduce the cost of host/kernel transactions especially now that we're probably lifting more and more memory with longer context tasks.
The problem is not that gaming GPUs are in demand, it’s that selling silicon to AI center buildouts is so absurdly profitable right now they just aren’t making many gaming GPUs.
If you can only get so many mm^2 of dies from TSMC, might as well make 50x selling to AI providers.
At least there are a few cool ones about programming CUDA directly in Python.
Other than Hyperscaler ARM has yet to enter the server market and it might well be Nvidia that makes a different.
(Could be both)
Wanted to do general purpose stuff? Too bad, we watched the price of everything up, and then started producing only chips designed to run “ai” workloads.
Oh you wanted a local machine? Too bad, we priced you out, but you can rent time with an ai!
Feels like another ratchet on the “war on general purpose computing” but from a rather different direction.
Both still run web tech in a wrapper, just with different performance characteristics. The local-first vs cloud distinction is more fundamental, especially for tools that interact with platforms like LinkedIn.
When I built ZenMode, the core insight was that LinkedIn can easily detect automation coming from AWS/datacenter IPs, but when your desktop app uses your actual Chrome browser and home IP, it's indistinguishable from manual usage.
That's why we went with an Electron/Puppeteer architecture running locally rather than yet another cloud service. Check it out at https//zen-mode.io if you're curious about the local execution model.
Seems like a triumph of hype over reality.
China can do breathless hype just as well as Nvidia.
