Analysis: Nvidia's Vera CPU takes on Intel and AMD with a platform play

DIGITIMESOctober 23, 2026en

Nvidia has won a CPU supply order from AI startup Modal, challenging Intel and AMD in the server CPU market as it expands beyond GPUs into general-purpose computing. Although Modal's annual revenue is below US$1 billion, and neither the order's value nor its deployment scale has been disclosed, the deal underscores a broader shift in AI infrastructure competition toward full-stack system integration.

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