NVIDIA’s Vera CPUs Set to Outrun Intel and AMD x86 Chips by 1.5x at Computex 2026, Analysts Predict
With the Computex 2026 trade show in Taiwan coming up, analysts from GF Securities are confident that NVIDIA will address the latest trend in the AI computing industry at the event. Following Intel’s first-quarter earnings, the industry’s shift towards CPUs for agentic AI computing has generated speculation that the role that GPUs play within an AI cluster could drop. However, GF Securities believes that NVIDIA will showcase the advantages of its Vera CPUs at Computex and claim that they offer as much as 1.5 times the computing performance over x86 rivals from AMD and Intel.
NVIDIA Will Make Significant CPU Announcements At Computex, Believe Analysts
At the center of the analysts’ coverage is the role of Arm-based CPUs in the new rush for CPUs for agentic AI computing. At the upcoming Computex show in Taiwan, they expect NVIDIA to focus on its Vera Rubin CPUs and Intel to focus on the entry-level Wildcat CPUs. Both these announcements will cater to the competitive challenges that the two semiconductor companies are facing.
For NVIDIA, the announcements are expected to demonstrate the firm’s strengths in the evolving AI market that is now focused on using CPUs for agentic AI computing. As per the analysts, at Computex, NVIDIA will showcase the advantages of its Vera CPUs. They add that the potential impact of inferencing workloads on the CPU-to-GPU ratio could also drive Vera adoption higher.
NVIDIA Hand Delivers First Vera CPUs, Designed For The Agentic AI Era, to Anthropic, OpenAI, SpaceX & Oracle
NVIDIA, Intel To Take Different Approaches At Computex, Say Analysts
Specifically, the analysts expect NVIDIA to reveal that the Vera CPUs are capable of delivering 1.5x faster performance, 2x overall performance and 4x higher density per rack compared to the rival x86 chips from Intel and NVIDIA. They add that the firm could ship 1.2 million CPU units in fiscal year 2027 and 4.2 million units in fiscal year 2028.
As for Intel, GF Securities expects the firm to focus on its Wildcat Lake chips. They expect these chips to be launched as a competitive option to Apple’s MacBook Neo laptops, which are the entry-level computers in the Cupertino, California-based consumer electronics firm’s notebook portfolio. Overall, the analysts also expect the growth in agentic AI to significantly increase the total addressable market for server CPUs.
With agentic AI expected to account for 30% of overall inference computing in the future, the CPU TAM can touch $211 billion by 2030, they explain. In terms of units, the TAM growth should see the CPU demand grow from 3.7 million units in 2026 to 16.3 million units in 2028.
About the author: Ramish is a seasoned technology writer and editor with more than a decade of experience. He specializes in semiconductor fabrication and market analysis.
With a background in finance and supply chain management – via his bachelors in Finance and a micromasters in supply chain management from MIT – Ramish combines financial rigor with deep industry insight to deliver accurate and authoritative coverage.
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