
Nvidia CEO Jensen Huang confirmed the Vera CPU will use SK Hynix DRAM, locking a memory partner for its first standalone data center chip. The move pressures Intel and AMD in the CPU market and opens a telco AI read-through. Next marker: SK Hynix capacity allocation.
Nvidia Corp. CEO Jensen Huang confirmed Sunday that the company's new Vera central processing unit will use SK Hynix Inc. memory chips. The statement, made after a dinner in Seoul with SK Group Chairman Chey Tae-won and SK Hynix CEO Kwak Noh-Jung, positions Vera as Nvidia's first standalone data center microprocessor. Vera competes directly with Intel Corp.'s Xeon line, Advanced Micro Devices Inc.'s Epyc chips, and Amazon.com Inc.'s in-house Graviton processors. The announcement locks a memory supply partner for the product and signals Nvidia's deeper push into the CPU market, a shift that carries implications across the semiconductor sector and into end-user markets like telecom.
Huang described Vera as a
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