Hardik Shah
2026.06.12 11:25

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: Nvidia Begins Marketing Vera CPUs in China Amid GPU Export Restrictions - Reuters - $NVIDIA(NVDA.US) $Alibaba(BABA.US)

๐Ÿ‘‰ ๐Š๐ž๐ฒ ๐‡๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:

โžค Nvidia actively markets ๐•๐ž๐ซ๐š ๐‚๐๐”๐ฌ to Chinese cloud providers.

โžค Vera CPUs could become available in ๐€๐ฎ๐ ๐ฎ๐ฌ๐ญ, according to Reuters.

โžค Chinese customers can already begin placing ๐จ๐ซ๐๐ž๐ซ๐ฌ.

โžค Move follows U.S. ๐ž๐ฑ๐ฉ๐จ๐ซ๐ญ ๐œ๐จ๐ง๐ญ๐ซ๐จ๐ฅ๐ฌ restricting advanced Nvidia GPUs.

โžค Jensen Huang says Nvidia's China ๐ฆ๐š๐ซ๐ค๐ž๐ญ ๐ฌ๐ก๐š๐ซ๐ž has "effectively fallen to zero."

โžค One major Chinese cloud firm plans testing with ๐ฆ๐จ๐ซ๐ž ๐ญ๐ก๐š๐ง ๐Ÿ‘๐ŸŽ๐ŸŽ ๐ฌ๐ž๐ซ๐ฏ๐ž๐ซ๐ฌ.

โžค Each Vera CPU reportedly priced ๐ฐ๐ž๐ฅ๐ฅ ๐š๐›๐จ๐ฏ๐ž $๐Ÿ๐ŸŽ,๐ŸŽ๐ŸŽ๐ŸŽ.

โžค A rack containing ๐Ÿ๐Ÿ“๐Ÿ” ๐•๐ž๐ซ๐š chips costs about $๐Ÿ๐ŸŽ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง.

โžค Nvidia is reportedly pitching Vera CPUs to ๐€๐ฅ๐ข๐›๐š๐›๐š and ๐๐ฒ๐ญ๐ž๐ƒ๐š๐ง๐œ๐ž.

โžค Huang estimates the global ๐‚๐๐” ๐ฆ๐š๐ซ๐ค๐ž๐ญ opportunity at $๐Ÿ๐ŸŽ๐ŸŽ ๐›๐ข๐ฅ๐ฅ๐ข๐จ๐ง.

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