11 Words From Nvidia CFO Colette Kress That Should Have AMD and Intel Investors Worried
Key takeaways
- But the recent unveiling of the company s Vera central processing unit (CPU) platform signals a strategic broadening of its ambitions within AI chip stacks.
- The Vera CPU platform is purpose-built for the demands of an emerging new technology: agentic AI.
- In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia.
NVDA AMD INTC Nvidia (NASDAQ: NVDA) has dominated the artificial intelligence (AI) revolution through its industry-leading suite of graphics processing units (GPUs) -- powerful parallel processors that were ideal for handling the computational complex workloads of training AI models. But the recent unveiling of the company s Vera central processing unit (CPU) platform signals a strategic broadening of its ambitions within AI chip stacks.
The Vera CPU platform is purpose-built for the demands of an emerging new technology: agentic AI. Nvidia CFO Colette Kress says that the platform unlocks a brand new $200 billion market for the company. This development propels Nvidia beyond its role as a supplier of accelerator hardware for data centers, positioning it to supply more of the foundational compute layer of next-generation AI infrastructure.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »