Nvidia will dominate the CPU market with Vera CPU

u/bl0797 · Reddit — r/NVDA_Stock · January 26, 2026 at 17:17 · ⬆ 82 pts · 💬 18 comments  | View on Reddit ↗
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Author argues Nvidia will become a dominant CPU vendor via its Vera CPU, citing the CoreWeave deal and Jensen Huang's comments about future CPU design wins.

NVDA — LONG The author argues Nvidia will dominate the CPU market with its Vera CPU, pointing to the CoreWeave-Nvidia deal where CoreWeave will offer stand-alone Vera CPU instances. Jensen Huang stated Nvidia will be one of the biggest CPU vendors and that many CPU design wins are coming, which the author sees as a catalyst for Nvidia's expansion into data center CPUs. The main risk implied is that design wins have not yet been announced.

Nvidia will dominate the CPU market with Vera CPU

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u/bl0797 Reddit r/NVDA_Stock
Nvidia to dominate CPU market with Vera
The author argues Nvidia will dominate the CPU market with its Vera CPU, pointing to the CoreWeave-Nvidia deal where CoreWeave will offer stand-alone Vera CPU instances. Jensen Huang stated Nvidia will be one of the biggest CPU vendors and that many CPU design wins are coming, which the author sees as a catalyst for Nvidia's expansion into data center CPUs. The main risk implied is that design wins have not yet been announced.
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This Reddit post, published January 26, 2026, features u/bl0797 discussing NVDA. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/bl0797  · Tickers: NVDA