TLDR
- Nvidia is pitching its new Vera CPUs to Chinese customers, with orders reportedly open now
- Availability in China could come as early as August 2026
- One major Chinese cloud provider is planning to order over 300 Vera-powered servers
- Nvidia expects $20 billion in revenue from Vera chip sales by end of fiscal year (January)
- The move comes as Nvidia’s China market share has dropped to near zero due to U.S. export restrictions on its advanced GPUs
Nvidia is making a fresh play for the Chinese market with its new Vera CPUs, and the timeline is moving fast.
According to Reuters, citing sources familiar with the matter, Nvidia has begun pitching the Vera CPU to potential Chinese customers and is now accepting orders. Availability could come as early as August 2026.
Nvidia stock (NVDA) was up 2.22% at the time of reporting.
The Vera CPU is Nvidia’s first standalone processor built for agentic AI — systems that can carry out tasks independently. It’s a data center chip, not a GPU, and that distinction matters here.
Because the Vera CPU is not classified under the same U.S. export restrictions that have blocked Nvidia’s advanced AI chips like the H200, it opens a legal path back into China for the company.
CEO Jensen Huang has been direct about the damage those restrictions have done. He stated that Nvidia’s China market share has effectively fallen to zero. The Vera push is a clear attempt to change that.
When Huang introduced Vera in March, he called it a potential multibillion-dollar business. Cloud giants Alibaba and ByteDance are already working with Nvidia to deploy Vera chips, though no confirmed orders were announced at the time.
One major Chinese cloud provider is now reportedly planning to order more than 300 Vera-based servers, initially deploying them in overseas data centers for testing purposes.
$20 Billion Revenue Target
Nvidia is projecting around $20 billion in Vera chip revenue by the end of its current fiscal year in January. That’s a big number, and the China outreach is clearly part of the plan to get there.
Still, the path isn’t completely clear. Analysts and sources have flagged potential hurdles around software compatibility and the difficulty of integrating Vera into existing AI chip ecosystems in China. Widespread adoption is not guaranteed.
The Vera CPU can deliver up to 1.8 times faster performance than comparable processors from rivals, according to sources. That puts it in direct competition with Intel and AMD, both of which are also racing to supply server processors for AI data centers.
Intel stock was up 9.27% and AMD up 7.97% on the day of the announcement, suggesting the broader server chip sector is getting a boost from the renewed interest in AI infrastructure.
Wall Street Outlook
Wall Street remains firmly behind Nvidia. The stock holds a Strong Buy consensus, based on 37 Buy ratings, one Hold, and one Sell over the last three months.
The average NVDA price target sits at $311.41, implying roughly 52% upside from current levels.
GF Score rates Nvidia at 96 out of 100, with perfect 10/10 scores in both profitability and growth. Its P/E ratio of 31.37x is near a five-year low, which some see as a value opportunity.
One note of caution: insiders have sold $333.6 million worth of stock over the past three months, with no recorded insider buying during that period.
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