Nvidia Launches Vera Central Processors for Chinese Clients
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Source: seekingalpha
- Order Launch: Nvidia has informed its clients in China that they can start placing orders for the new Vera central processors, which may be available as soon as August, with a major cloud company planning to order over 300 servers, indicating initial market interest.
- Testing Deployment: Chinese clients plan to initially deploy Vera chips in overseas data centers for testing, deciding on formal orders based on the results, a strategy aimed at mitigating risks and assessing product performance.
- Market Challenges: Despite initial interest, large-scale adoption of Vera chips remains uncertain due to issues involving software ecosystems and compatibility, as well as constraints in migrating workloads built around domestic AI chips, which could impact future sales.
- Revenue Expectations: Nvidia expects to generate $20 billion in revenue from Vera chip sales by the end of this fiscal year, reflecting the company's confidence in the product's potential in the market.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 200.420
Low
200.00
Averages
264.97
High
352.00
Current: 200.420
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Nvidia Launches Vera Central Processors for Chinese Clients
- Order Launch: Nvidia has informed its clients in China that they can start placing orders for the new Vera central processors, which may be available as soon as August, with a major cloud company planning to order over 300 servers, indicating initial market interest.
- Testing Deployment: Chinese clients plan to initially deploy Vera chips in overseas data centers for testing, deciding on formal orders based on the results, a strategy aimed at mitigating risks and assessing product performance.
- Market Challenges: Despite initial interest, large-scale adoption of Vera chips remains uncertain due to issues involving software ecosystems and compatibility, as well as constraints in migrating workloads built around domestic AI chips, which could impact future sales.
- Revenue Expectations: Nvidia expects to generate $20 billion in revenue from Vera chip sales by the end of this fiscal year, reflecting the company's confidence in the product's potential in the market.
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- Stock Surge: Following Nvidia CEO Jensen Huang's endorsement of Marvell as the next trillion-dollar company, its shares surged over 32% in a single day, reflecting strong market interest in its optical interconnect business.
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- Order Launch: Nvidia has informed its clients in China that they can start placing orders for the new Vera central processors, which may be available as soon as August, with a major cloud company planning to order over 300 servers, indicating initial market interest.
- Testing Deployment: Chinese clients plan to initially deploy Vera chips in overseas data centers for testing, deciding on formal orders based on the results, a strategy aimed at mitigating risks and assessing product performance.
- Market Challenges: Despite initial interest, large-scale adoption of Vera chips remains uncertain due to issues involving software ecosystems and compatibility, as well as constraints in migrating workloads built around domestic AI chips, which could impact future sales.
- Revenue Expectations: Nvidia expects to generate $20 billion in revenue from Vera chip sales by the end of this fiscal year, reflecting the company's confidence in the product's potential in the market.
See More
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- SpaceX IPO Pricing: SpaceX has officially priced its IPO at $135 per share, raising a record $75 billion ahead of its Nasdaq debut, which will significantly bolster its funding for future space exploration initiatives.
- Positive Market Reaction: U.S. stock futures climbed early Friday, with S&P 500 futures up 0.2% and Dow futures gaining 0.5%, reflecting investor optimism surrounding SpaceX's IPO and a potential U.S.-Iran peace agreement, which could further drive market gains.
- Geopolitical Thaw: President Trump announced the cancellation of planned military strikes against Iran and suggested a peace agreement could be finalized soon, news that pulled WTI crude down to $85 a barrel, alleviating inflation concerns and potentially influencing future monetary policy.
- Iran Peace Agreement Progress: Iranian state media reported that a proposed 14-point peace deal would reopen the Strait of Hormuz, but final negotiations will only commence after the release of half of Iran's frozen funds and the suspension of oil sanctions, which could have profound implications for the global energy market.
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- S&P 500 Inclusion Impact: Marvell Technology is set to join the S&P 500, a move that not only validates the company's success but also attracts passive investment funds, likely boosting its stock price and enhancing market recognition.
- Strong Stock Performance: Marvell's stock has tripled this year, and despite some pullbacks, it surged over 32% in a single day after Nvidia's CEO labeled it as the next trillion-dollar company, reflecting strong market confidence in its growth potential.
- Leader in Optical Interconnects: As a leader in optical interconnects, Marvell is well-positioned to capitalize on the growing demand for high-speed data transfer in AI chip clusters, with interconnect revenue projected to increase by 70% this year due to the limitations of traditional copper wiring.
- ASIC Market Competition: While Marvell holds a significant position in the ASIC market and supplies IP for Amazon's Trainium chips, it faces competitive pressure from Taiwanese firms, which could impact its market leadership, necessitating close monitoring of its future performance.
See More
CoreWeave's Rapid Growth and Promising Future
- Revenue Growth Expectations: Analysts project CoreWeave's revenue to soar by 147% in 2026 and 97% in 2027, propelling its revenue from $5.1 billion at the end of 2025 to nearly $25 billion by the end of 2027, indicating strong market demand and investment appeal.
- Investor Confidence: Nvidia, as a major investor, holds over 47 million shares of CoreWeave, approximately 9% of the company, reflecting Nvidia's high regard for CoreWeave's future potential, which could yield substantial returns.
- Profitability Challenges: Despite CoreWeave's immense growth potential, its operations rely on external investments or debt financing due to the lack of a foundational business, leading to significant execution risks and unachieved profitability.
- Optimistic Market Outlook: Should CoreWeave achieve $25 billion in revenue by 2027 with a 15% profit margin, it could generate nearly $4 billion in profits, with a reasonable valuation at 15 times hypothetical forward earnings, highlighting its attractiveness as an investment.
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- Stock Volatility: Joby Aviation's stock soared over 75% in July 2025, reaching a peak of 107.8% in early August, but has since experienced a sharp decline, dropping 20.2% last week, indicating significant market uncertainty regarding its future.
- Economic Data Impact: The announcement of 172,000 new nonfarm jobs in May, which should have been positive for the economy, instead raised investor concerns about potential Federal Reserve interest rate hikes, leading to declines in both Joby and its competitor Archer Aviation's stock prices.
- Rising Rate Expectations: Strong job reports have analysts predicting imminent rate hikes from the Fed, which typically negatively impacts high-growth companies like Joby that rely on borrowing, prompting investors to seek safer investment alternatives.
- Uncertain Market Outlook: Joby's shares are down over 50% from their all-time high, and while there is potential for significant gains if FAA approval is obtained, the long-term outlook remains uncertain, suggesting that only risk-tolerant investors should consider buying in at this stage.
See More
Marvell Technology Set to Join S&P 500 Index
- S&P 500 Inclusion: Marvell Technology is set to join the S&P 500 index, which is expected to attract significant passive investment funds, boosting its stock price and validating the company's success.
- Stock Surge: Following Nvidia CEO Jensen Huang's endorsement of Marvell as the next trillion-dollar company, its shares surged over 32% in a single day, reflecting strong market interest in its optical interconnect business.
- Leader in Optical Interconnects: Marvell leads in optical DSPs, with interconnect revenue projected to grow by 70% this year, indicating its strategic importance in the rapidly expanding AI market.
- ASIC Market Competition: While Marvell is experiencing rapid growth in the ASIC market, it faces competition from Taiwanese firms, particularly regarding Amazon's Trainium chips, which may impact its market leadership.
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