Hardware — AI news & analysis

NVIDIA hand-delivers first Vera CPUs to Anthropic, OpenAI, SpaceX, Oracle — first standalone NVIDIA CPU lands at frontier labs

NVIDIA's Ian Buck hand-delivered the first Vera CPU systems to Anthropic (San Francisco), OpenAI (Mission Bay), SpaceX (Palo Alto), and Oracle Cloud Infrastructure (Santa Clara) at the end of May 2026. Vera is NVIDIA's first standalone data-center CPU, purpose-built for agentic AI workloads, competing directly with Intel Xeon and AMD EPYC. In full production since March 2026. The frontier-lab customer roster maps NVIDIA's $100B-class strategic compute alliances for the agentic-AI era.