Reuters: Nvidia to Launch Vera Chip for China Market, Possibly as Soon as August
According to Reuters, Nvidia has informed its Chinese customers that its new Vera CPU for AI data centers could be launched as early as August, with orders now being accepted. This move aims to reverse a sharp decline in its China business caused by U.S. export controls. The Vera is Nvidia's first standalone CPU for agent AI, reportedly offering 1.8 times the performance of competitors, and is being deployed in collaboration with cloud giants like Alibaba and ByteDance.
📋 Article Processing Timeline
- 📰 Published: June 12, 2026 at 17:30
- 🔍 Collected: June 12, 2026 at 17:51 (21 min after Published)
- 🤖 AI Analyzed: June 12, 2026 at 17:53 (2 min after Collected)
(CNA, San Francisco, June 11, Comprehensive Report) Three sources familiar with the matter revealed that Nvidia has informed its Chinese customers that the new Vera central processing unit (CPU), designed for artificial intelligence (AI) data centers, could be launched as early as August, and customers can now begin placing orders.
A Reuters report highlights that this move shows the world's most valuable company is rapidly shifting its focus to this new product, hoping to reverse a sharp decline in its performance in the Chinese market. Prior to this, shipments of Nvidia's second-most powerful AI chip, the H200, to China had been stalled for months.
Nvidia CEO Jensen Huang stated last October that due to the impact of U.S. export controls on advanced chips and Beijing's strong push for self-reliance in key technologies, Nvidia's market share in China had effectively dropped to zero.
This move also further heats up the competition between Nvidia and major CPU manufacturers Intel and AMD. Both companies are actively increasing their supply to capture the server CPU market needed for AI data centers.
The sources, who declined to be named as the discussions were confidential, said some Chinese customers have expressed interest in the Vera chip. This is Nvidia's first standalone CPU designed specifically for agent AI, which refers to AI systems capable of autonomously performing tasks.
The Vera chip is currently in mass production and is primarily used for the computations required to run AI agents. Nvidia claims the chip can perform up to 1.8 times faster than competing processors in the same class.
When Nvidia unveiled Vera in March of this year, Huang predicted the chip would become the company's next billion-dollar business. At the time, Nvidia also stated that leading cloud giants, including Alibaba and ByteDance, were collaborating with Nvidia to deploy Vera, but did not specify whether the actual procurement process for the chip had begun.
Nvidia declined to comment on the matter. Alibaba and ByteDance did not respond to requests for comment. (Translation: Chen Yu-ting) 1150612
A Reuters report highlights that this move shows the world's most valuable company is rapidly shifting its focus to this new product, hoping to reverse a sharp decline in its performance in the Chinese market. Prior to this, shipments of Nvidia's second-most powerful AI chip, the H200, to China had been stalled for months.
Nvidia CEO Jensen Huang stated last October that due to the impact of U.S. export controls on advanced chips and Beijing's strong push for self-reliance in key technologies, Nvidia's market share in China had effectively dropped to zero.
This move also further heats up the competition between Nvidia and major CPU manufacturers Intel and AMD. Both companies are actively increasing their supply to capture the server CPU market needed for AI data centers.
The sources, who declined to be named as the discussions were confidential, said some Chinese customers have expressed interest in the Vera chip. This is Nvidia's first standalone CPU designed specifically for agent AI, which refers to AI systems capable of autonomously performing tasks.
The Vera chip is currently in mass production and is primarily used for the computations required to run AI agents. Nvidia claims the chip can perform up to 1.8 times faster than competing processors in the same class.
When Nvidia unveiled Vera in March of this year, Huang predicted the chip would become the company's next billion-dollar business. At the time, Nvidia also stated that leading cloud giants, including Alibaba and ByteDance, were collaborating with Nvidia to deploy Vera, but did not specify whether the actual procurement process for the chip had begun.
Nvidia declined to comment on the matter. Alibaba and ByteDance did not respond to requests for comment. (Translation: Chen Yu-ting) 1150612
FAQ
輝達針對中國市場將推出什麼新晶片？
輝達將推出名為「Vera」的全新中央處理器（CPU），專為人工智慧（AI）資料中心設計。
Vera晶片預計何時上市？
根據知情人士透露，Vera晶片最快可能在今年8月上市，目前客戶已可開始下單。
Vera晶片的主要用途是什麼？
Vera晶片是輝達首款專為代理型AI（能夠自主執行任務的AI系統）打造的獨立CPU，主要用於AI代理背後所需的運算。
輝達為何要推出Vera晶片？
此舉是為了扭轉在中國市場急劇下滑的業績，此前因美國對先進晶片的出口管制，輝達在中國的市占率已大幅萎縮。
有哪些公司對Vera晶片表示興趣或合作？
報導指出，部分中國客戶已表達興趣，且包括阿里巴巴與字節跳動在內的雲端大廠正與輝達合作部署Vera。