Nvidia CFO Colette Kress announced the company has visibility to nearly $20 billion in CPU revenue this year, positioning it to become the world's leading CPU supplier, driven by its new Vera CPU chip based on custom Arm cores. Major hyperscalers and AI labs including Anthropic, OpenAI, and Oracle have begun taking delivery of Vera-based systems, with Nvidia claiming the chip offers significant performance and efficiency advantages over x86 alternatives. This CPU push comes alongside a strong fiscal Q1 2027, in which Nvidia reported $81.6 billion in revenue — up 85% year-on-year — and forecast Q2 revenues of $91 billion.
