cpu

NVIDIA (NVDA.O) Chief Financial Officer stated that the company is fully focused on producing the next generation Vera CPU.

NVIDIA officially announced that SpaceXAI will deploy the NVIDIA Vera CPU to accelerate its next-generation agent-based AI applications. Vera is the first CPU specifically built for AI agents, featuring 88 NVIDIA self-developed Olympus cores, utilizing spatial multithreading technology and LPDDR5X high-bandwidth memory, with a bandwidth of up to 1.2TB/s. In scenarios such as agent-based AI, reinforcement learning, and data processing, the task completion speed can be improved by up to 1.8 times compared to x86 CPUs.Mike Nicolls, President of SpaceXAI, stated that the CPU performance and memory bandwidth of Vera are sufficient to support large-scale task orchestration, code execution, and data processing, allowing GPUs to operate at peak efficiency, thus gaining more effective output per watt of computation.SpaceXAI also plans to expand the AI infrastructure behind Grok based on the NVIDIA Vera Rubin platform, moving towards gigawatt-level computing capacity. Vera Rubin integrates NVIDIA accelerated computing, NVLink interconnect, Spectrum-X networking, and BlueField data processing technologies, aiming to reduce the cost per token and improve the overall energy efficiency of AI factories.More notably, SpaceXAI will send an optimized version of the Vera Rubin NVL72 system into space, with its first-generation Starmind AI satellite adopting this rack-level architecture, becoming the first iconic deployment of NVIDIA accelerated computing extending from ground data centers to orbital computing.

According to the Industrial and Commercial Times, there are widespread rumors in the market that TSMC intends to invest over 30 billion New Taiwan dollars to acquire AUO's two old-generation panel factories, L7 and L5C, located in the Central Taiwan Science Park, adjacent to TSMC's plant, to reserve space for large-size packaging such as CoPoS and FOPLP. Informed sources indicate that TSMC has sent personnel to complete on-site audits, and AUO plans to prioritize the disposal of the two factories, aiming to submit to the board of directors in October, with an estimated completion of production line relocation and factory vacating by the end of the first quarter next year. Both TSMC and AUO have not confirmed this transaction.Semiconductor industry analysts suggest that TSMC is extending from the A14 advanced process and advanced packaging to the COUPE silicon photonics platform, leveraging Taichung's role as a hub for precision optical components to build the Central Taiwan Science Park into a CPO ecosystem. TSMC's existing Fab 15A in the Science Park mainly uses a 28-nanometer process and can support the manufacturing of silicon interposers; the second phase of the Science Park, Fab 25, is planned to build four A14 wafer fabs, with the first two already entering steel structure construction, and the first factory striving for completion before April 2027. The existing advanced packaging and testing facility AP5 in the Science Park has already started CoWoS production, and in the future, it will integrate electronic and photonic chips through the COUPE platform.On the optical side, Largan Precision has recently acquired land and factories in Nantun, Taichung Industrial Zone, and nearby precision machinery clusters, with three transactions totaling approximately 2.568 billion, interpreted by the market as a warm-up for CPO mass production. The company has obtained its first mass production order for fiber optic arrays, with the first automated trial production line aiming for completion by the end of the third quarter, and mass production expected as early as mid-2027, while also laying out micro-lens arrays and integrated FAUs.

Luke Dashjr has randomly determined that BLAKE2b will be the new POW algorithm for the BIP-110 chain, expected to replace the currently used SHA-256d algorithm in Bitcoin. Compared to SHA-256d, BLAKE2b is more suitable for mining with general-purpose CPUs/GPUs, being more CPU-friendly, which can reduce the advantages of existing Bitcoin ASIC miners.Previously, it was reported that Luke Dashjr plans to officially implement the BIP-110 hard fork on September 1, making it an independent blockchain and generating a new token distinct from Bitcoin. Luke Dashjr has had his Bitcoin BIP editing permissions revoked by the Bitcoin BIP editing team.

Arm released its financial report for the first quarter of fiscal year 2027, with revenue of $1.29 billion, a year-on-year increase of 22%, exceeding the market expectation of $1.26 billion; adjusted earnings per share of $0.45, a year-on-year increase of 29%, surpassing the expected $0.40; adjusted net profit of $480 million, a year-on-year increase of 28%. Licensing revenue was $574 million, a year-on-year increase of 23%; royalty revenue was $715 million, a year-on-year increase of 22%, with data center royalty revenue more than doubling year-on-year.The AI and data center business is showing strong momentum. Since the launch of the Arm AGI CPU in March, customer demand has grown from an initial expected order of about $1 billion to over $2 billion. Cumulative shipments of Arm Neoverse data center processors have exceeded 1.5 billion cores, with the latest 500 million completed in just 9 months. NVIDIA Vera has fully entered production, and AWS has reached a multi-year agreement with Meta to deploy tens of millions of Graviton5 cores. Qualcomm announced plans to launch the Arm-based data center CPU Dragonfly C1000.Revenue guidance for the second quarter is approximately $1.38 billion, with adjusted earnings per share of about $0.47, both above market average expectations but below some optimistic forecasts. The company stated that the growth of smart mobile royalty revenue will slow, and after-hours stock prices fell by about 7% at one point.

According to Reuters, citing informed sources, due to the surge in demand for AI data centers leading to a tight supply of server CPUs, Intel and AMD are negotiating long-term procurement commitments with Chinese server customers. Agreements typically lock in a year's supply, with some discussions extending to two years or longer. Driven by the construction of AI computing power, CPU demand has expanded from AI accelerators to mainstream processors, with some server CPU products in the Chinese market experiencing a cumulative price increase of over 40% this year, with month-on-month increases exceeding 10% at times.Intel CEO Lip-Bu Tan stated in April that Xeon server CPU demand "continues to exceed supply," and the company has signed multiple long-term contracts in the first quarter, including a multi-year agreement with Google. AMD has raised its forecast for the server CPU market to exceed $120 billion by 2030. The report notes that China, as one of the largest server markets in the world, is intensifying competition for Intel and AMD processors due to the rapid construction of data centers and AI computing clusters, even as Chinese buyers face U.S. export restrictions on advanced AI GPUs. Intel is set to announce its quarterly results on Thursday, with the CPU shortage expected to become a market focus.

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.