NVIDIA CEO Jensen Huang Reveals Vera CPU is the Company's "Fastest and Most Successful Product Launch" in History
NVIDIA CEO Jensen Huang revealed at the closing of his speech at GTC Taipei 2026 that the Vera CPU has become the company's "fastest and most successful product launch" in history.
He announced that NVIDIA has transformed from a GPU company and system company into an AI infrastructure company, aiming to help customers maximize revenue and profits.
In market mechanisms, the Agent computing paradigm is accelerating implementation, with funding shifting from single-chip procurement to full-stack infrastructure solutions. NVIDIA benefits from a surge in Vera CPU orders and ecological transformation, while traditional hardware suppliers face pressure due to gaps in system integration capabilities.
Source: Public Information
ABAB AI Insight
NVIDIA previously successfully entered the server market with the Grace CPU series, and the surge in Vera CPU orders continues its path of expansion from GPU to CPU + full-stack systems. Jensen Huang has emphasized the "platform strategy" multiple times at GTC, and this transformation aligns closely with the company's evolution from gaming graphics cards to data centers and now to AI factories.
In terms of capital strategy, NVIDIA is concentrating resources on the Agent optimization design and full-stack delivery capabilities of the Vera CPU, motivated by the goal of capturing the decade-long paradigm window of Agent replication from cloud to edge. This aims to achieve higher customer stickiness and long-term profit maximization through infrastructure sales rather than single-chip sales.
Similar cases include NVIDIA's transition from graphics computing to AI computing with CUDA, and AWS's evolution from cloud servers to full-stack AI services; NVIDIA is currently at a critical stage where infrastructure is fully dominating in the Agent era.
Essentially, this represents a restructuring of the industry chain: AI computing is shifting from chip sales to end-to-end infrastructure platforms, with the mechanism being that Agent aggregation of distributed computing demand forces hardware companies to provide complete solutions, allowing leading companies with full-stack capabilities to gain higher pricing power and revenue-sharing capabilities with customers.
ABAB News · Cognitive Law
The faster the orders, the deeper the transformation; the stronger the chips, the more expensive the systems.
In the past, tools were sold; in the future, entire factories will be sold.
Excellent companies sell infrastructure; ordinary companies sell individual parts.