Nvidia’s Strategic Re-Entry into China with Vera CPU, Aiming for August Deliveries
Nvidia is making a bold strategic move to re-enter the Chinese market — this time through its newly launched Vera CPU. On June 12, 2026, the world’s most valuable semiconductor company confirmed it has begun pitching the Vera processor to Chinese clients, with orders now open and deliveries potentially starting as early as August 2026, according to three sources familiar with the matter cited by Reuters.
The Vera CPU was officially launched at Nvidia’s GTC event in March 2026. Described as the world’s first processor purpose-built for agentic AI, it delivers results twice as efficiently and 50% faster than traditional rack-scale CPUs. A single Vera processor costs well north of $20,000, while a fully configured rack of 256 chips runs approximately $10 million. Nvidia anticipates generating $20 billion in Vera chip revenue by the end of its fiscal year in January 2027.
The move is widely seen as a workaround to revive Nvidia’s rapidly declining China business. The company’s GPU shipments to China — including the H200 — have been frozen for months under U.S. export controls. CEO Jensen Huang previously acknowledged Nvidia’s market share in China had fallen to effectively zero. Washington’s restrictions primarily target high-end GPUs, not general-purpose CPUs, giving Nvidia a potential regulatory opening. A significant Chinese cloud provider is reportedly already planning to order over 300 Vera servers for testing in overseas data centers.
Source: Tom’s Hardware — Nvidia preps to sell its Vera CPUs into China as its GPU sales stay frozen