Nvidia Expands AI Dominance With Vera Server CPU, Posing Challenge to AMD and Intel

Nvidia announced robust Q2 FY2027 results with 106% revenue growth to $96.2 billion and data-center sales up 117% to $89 billion, driven by AI workloads, and unveiled plans to push further into server CPUs with its Vera CPU (an ARM-based standalone chip) that Nvidia says will expand its total addressable market and is already shipping to leads partners like OCI, SpaceXAI, and AWS; management projects Vera server-CPU revenue around $20 billion in 2026 and expects it to more than double in 2028, a trajectory that could erode Intel and AMD’s share in data-center CPUs while underscoring Nvidia’s AI-chip leadership.