Nvidia starts shipping Vera CPUs to OpenAI, Anthropic, and SpaceX AI right before earnings

Nvidia has begun shipping its new Vera AI CPUs to OpenAI, Anthropic, Oracle, and SpaceX’s AI group. These CPUs are built to work alongside Nvidia’s GPUs in the Vera Rubin platform, aimed at larger AI training and inference workloads. The timing is feels ("hmm") planned because Nvidia reports earnings after the bell tomorrow. It gives a concrete signal that some of the biggest AI developers are taking delivery of the next piece of Nvidia’s hardware stack. By offering CPUs that pair directly with their own GPUs and networking, For **NVDA**, this adds to the picture of steady demand from the largest players. The stock has traded in a wide range lately as yields moved and the broader market pulled back. I’ve been following the buildup with getclaw, and I’ve already pulled out some funds that I want to rotate into futures around these AI-related headlines. It also puts some focus on competitors. Companies like **AMD** and **INTC** have been pushing their own AI hardware, and moves like this show how Nvidia is trying to close off parts of the stack. Curious what others are making of it. Does the pre-earnings shipment change anything in how you’re looking at NVDA, or does it feel like business as usual?