NVIDIA Bets Vera Arm CPUs to Lead AI Server Push at Computex 2026
GF Securities analysts forecast NVIDIA will unveil Vera Rubin Arm‑based CPUs at Computex 2026, claiming Vera delivers up to 1.5x faster speed, 2x overall performance, and 4x higher density per rack versus AMD/Intel x86 chips for agentic AI workloads, with projected shipments of 1.2 million units in FY2027 and 4.2 million in FY2028. The move supports a growing CPU TAM for AI inference—potentially $211 billion by 2030 as agentic AI accounts for about 30% of inference computing—while Intel is expected to counter with Wildcat Lake, signaling a shift in the server hardware mix toward CPUs in the AI era.