Nvidia has quietly begun courting Chinese artificial intelligence data center customers with its newest chip, the Vera central processing unit — and according to Reuters, the company has told those clients they could start receiving the hardware as soon as August.
According to Reuters, Nvidia has informed Chinese clients that Vera CPUs for AI data centers could be available that soon, and that orders can already be placed. The outreach signals that Vera, Nvidia's CPU designed specifically for AI workload infrastructure, is moving closer to commercial deployment.
The timing is notable. Nvidia's stock has been under pressure, heading into what Yahoo Finance reported is its fourth consecutive week in the red. Winning new business in China — one of the world's largest markets for AI infrastructure — could help the company stabilize demand at a moment when its flagship GPU exports to the country remain restricted under U.S. trade rules.
CPUs play a supporting but essential role in AI data centers, handling orchestration, data movement, and general compute tasks that complement the GPUs doing the heavy lifting in model training and inference. By offering a CPU tailored to that environment, Nvidia is pushing further up the data center stack, beyond graphics processors into the broader system architecture.
If Nvidia secures meaningful CPU orders in China despite the tighter export climate around its GPUs, it would mark a significant revenue diversification move — and a sign that the company is finding new footholds in a market it can no longer fully serve with its most powerful AI accelerators.