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