Nvidia Vera CPU Locks SK Hynix DRAM, Pressures Intel and AMD

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.

Why the Vera CPU Partnership Reshapes the Memory and Compute Map

Huang described Vera as a