cpu

According to Wall Street News, NVIDIA CEO Jensen Huang announced at the annual shareholder meeting that the era of AI agents has officially arrived. He redefined the new type of data center as an "AI factory" specifically for producing tokens, and revealed that the new Vera CPU and Vera Rubin platform, designed to meet the ultra-low latency demands of agents, have fully entered mass production. Huang emphasized that as AI creates substantial economic value, the demand for computing power is showing an accelerating expansion trend, and its core software ecosystem CUDA is gradually transforming into a toolbox dedicated to agents.Regarding market access and compliance, Huang revealed that the U.S. government has now approved the export of H200 chips to Chinese customers, but this business has yet to generate any revenue, and there remains uncertainty regarding actual importation. At the same time, he rarely issued a public warning about the risks of chip smuggling, clearly stating that NVIDIA will not provide any hardware or software support and repair services for restricted smuggled products, and bluntly said that relying on smuggling to piece together advanced AI data centers is a "dead end." Additionally, he reiterated the long-term commitment to capital returns, planning to return over 50% of free cash flow to shareholders.

Sources say that Nvidia has begun marketing its first standalone Central Processing Unit (CPU) product, Vera, to Chinese customers. This chip is designed for Agentic AI systems and has now entered mass production, marking Nvidia's attempt to further expand its presence in the Chinese market through CPU products.Insiders indicate that some Chinese customers have shown interest in Vera. One large Chinese cloud computing company plans to purchase over 300 servers equipped with dual Vera CPUs for testing and will decide whether to scale up purchases after the testing is completed.Vera is built on the Arm Holdings architecture and is Nvidia's first standalone CPU product. Nvidia previously stated that Vera's performance in AI agent-related computing tasks can reach 1.8 times that of competing products, and it is expected that this product will contribute approximately $20 billion in revenue before the end of the current fiscal year (by the end of January next year).Reports point out that as the focus of the AI industry gradually shifts from model training to inference computing, CPUs and custom chips are gaining more attention. Vera also puts Nvidia in direct competition with Intel and Advanced Micro Devices (AMD), which have long dominated the server CPU market.Insiders have noted that due to strict restrictions imposed by the U.S. on high-end GPU exports, CPUs face relatively fewer regulatory hurdles in the Chinese market compared to GPU products. Currently, some Chinese customers plan to first deploy Vera chips in overseas data centers for testing. Meanwhile, software ecosystem compatibility and the existing domestic AI chip deployment system may still affect the subsequent large-scale adoption of Vera.

Morgan Stanley pointed out that by 2030, the global semiconductor industry market size could reach $1.5 trillion, with AI-related semiconductor products contributing a significant share. The capital expenditure of major cloud service providers remains strong.Morgan Stanley's cloud capital expenditure tracker estimates that by 2026, cloud capital expenditure will approach $811 billion. Research suggests that agent-based artificial intelligence has generated a growing opportunity for CPU applications. As AI shifts from reasoning to execution, GPU computing intensity increases. The agency has raised the total addressable market (TAM) for orchestration CPU in the baseline scenario to $79 billion, with the market added value (TAM) forecast for CPU orchestration technology reaching $238 billion.

NVIDIA CEO Jensen Huang stated during the earnings call on Wednesday that the company's newly launched Vera CPU opens up a previously untapped $200 billion total addressable market (TAM) for NVIDIA. Vera was released in March this year and is positioned as the world's first CPU designed specifically for agentic AI.Huang explained that the cognitive part of AI models relies on GPUs, but AI agents primarily run tasks on CPUs. Vera is designed to process tokens as quickly as possible, differing from traditional cloud architectures that focus on multi-instance parallelism in CPUs.This quarter, NVIDIA set another record with revenue reaching $81.6 billion, and the guidance for the next quarter is $91 billion. Huang revealed that the standalone Vera CPU has already generated $20 billion in sales this year. He predicts that there will be billions of AI agents globally, which will use tools just like humans use PCs, driving enormous demand for CPUs. Huang stated that every major hyperscale company and system manufacturer is collaborating with NVIDIA to deploy Vera.

ChainCatcher news, according to the official announcement, Binance Futures has updated the U-based perpetual contract leverage and margin tiers for ICPUSDT, 1INCHUSDT, DARUSDT, ROSEUSDT, EGLDUSDT, RSRUSDT, and SSVUSDT on October 25, 2024, at 08:30 (UTC). Please note: the current positions of users will not be affected.

ChainCatcher message, io.net announces the launch of block rewards, providing block rewards for Suppliers accounts that offer GPU or CPU on the IOG network. The block rewards are credited to Suppliers accounts in the form of IO on an hourly basis, with the current distribution of block rewards being: 80% released per hour allocated to GPU, and 20% allocated to CPU.