[News] NVIDIA Reportedly Opens Vera CPU Sales to China as Early as August as H200 Shipments Stall

While NVIDIA continues to face hurdles in shipping its H200 AI accelerators to China, the company may be opening a new channel into the market. According to Reuters, Chinese customers have been told that NVIDIA’s Vera CPUs could become available as early as August, with orders now being accepted.

As highlighted by Reuters, the move further underscores NVIDIA’s push to diversify its China-facing strategy, intensifying competition with Intel and AMD as both chipmakers race to expand supply of server CPUs for AI data centers.

Reuters notes that several Chinese customers have already shown interest, with one major cloud provider reportedly planning to order more than 300 servers, each equipped with two Vera processors. When unveiling Vera in March, NVIDIA noted major cloud providers, including Alibaba and ByteDance, were working with the firm to deploy the chip, the report adds.

NVIDIA CEO Jensen Huang has said Vera could evolve into a multi-billion-dollar business line. According to Tom’s Hardware, NVIDIA said at its earnings call in May that it has visibility into nearly $20 billion in CPU revenue this year, positioning it to become the world’s leading CPU supplier.

If production ramps as planned, the development could also provide a lift to key suppliers. SK hynix is set to supply memory solutions across Nvidia’s Vera Rubin AI supercomputers, Vera CPUs, RTX Spark-powered PCs, and Jetson Thor robotics platforms, while TSMC is manufacturing the Vera CPUs using its 3nm node.

Tight CPU Supply Creates Opening for NVIDIA

Chinese interest in Vera is rising as the global AI industry shifts from model training toward inference workloads, where agentic AI is driving stronger CPU demand and tightening supply conditions, Reuters notes.

Supply constraints are also being reflected in extended delivery times across the industry. As previous reported by Reuters in February, Intel warned its Chinese customers of server CPU lead times of up to six months, while a Nikkei report in March said average wait times had stretched from one to two weeks to as long as eight to 12 weeks.

AMD, meanwhile, said last month that the global CPU market remains tight, with demand continuing to exceed expectations and supply constraints expected to persist, Reuters adds.

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(Photo credit: NVIDIA)