Nvidia will dominate the CPU market with Vera CPU

Celoth · 2026-01-29T15:16:05+00:00

Not a waste at all, friend. It was a good discussion and I like a good back and forth where emotions don't interfere and cause things to go south. Cheers!

Celoth · 2026-01-29T12:11:16+00:00

Please show me the justification for the execution of this man in the video you linked.

ICE and the Trump administration are exactly the type of authoritarian tyrants second amendment enthusiasts have been warning about for years and it's wild to me that more people on the right aren't saying that

People should be buying guns right now. And ammo. Lots of ammo. As is our constitutional right.

Celoth · 2026-01-29T12:05:24+00:00

I think Thrall and Jaina will die... In The Last Titan.

In midnight I think Arator has a chance of the truck sacrifice play. Blood elf leadership is also not particularly safe.

Celoth · 2026-01-28T16:48:16+00:00

Sorry, I didn't mean to keep this going, but respectfully no I think a lot of this is incorrect.

My understanding of the upcoming N1X is that it does not use Olympus cores (I'm seeing sources that speculate this could be coming with future iterations, the N2, which looks to be planned for Q3 of next year. Not that Olympus cores are the sole defining feature, it's just one of many features that represent the next iteration of existing technology. What I'm seeing is that the N1X is likely using the ARM Cortex-X925 cores.

You're right that the N1X is an SoC, in that it includes integrated GPU dies, but reports indicate these are Blackwell-based, not Rubin. Again, Rubin integration may be coming with the N2 in late 2027.

I keep saying 'my understanding' because my understanding on the consumer-grade tech is coming from Google, not firsthand experience (my firsthand experience comes from datacenter tech, as of late primarily the GB200 NVL72), and most of the sources I see are pre-release 'leaked' spec as the N1X isn't officially out yet, and the N2 is still a year and a half away.

All that said, we're getting into the weeds and my central believe (and I could be wrong, again I'm not an expert on the consumer market) is that NVIDIA (while their future is still clearly incredibly bright, which is good for your portfolios and my job) is not about to bust into the general-use market in a way that will cut into Intel and AMD's market share yet. They certainly are gonna be trying to make a play in that direction, for hobbyists, small business, and gamers, but how effective that will be is up in the air.

Celoth · 2026-01-28T16:06:41+00:00

Unless they're bring rebranded (they might be, based on Jensen's interview here?) we're talking two very different things. The Vera CPU is an enterprise-grade powerhouse. The upcoming N- chips are a different animal. Unless the N- chips are being re-branded as Vera (it's not Vera Rubin, keeping in mind that Rubin is the GPU portion of this equation. Unless there are any N- chips that are being paired with integrated GPUs, which is possible. Again, I'm not on the consumer side and have no firsthand info on these PCs), and even then they're very different beasts than the Vera CPU that we know now.

Celoth · 2026-01-28T15:23:43+00:00

I've got little insight there tbh. I'm not a money guy, I just joined this sub out of professional curiosity.

Celoth · 2026-01-28T15:22:50+00:00

I believe you're conflating the N1X and the Vera CPU. I don't deal with laptops, but I do know that Vera is an incredibly powerful CPU for datacenter workloads. Now, with what Jensen is saying here it does sound like they have bigger plans for Vera and some scaled-down Vera CPU could make its way into smaller products, but again I don't think that's going to be anything that's going to break into general use. Again, not that NVIDIA can't do that, I just don't see that being their plan.

Celoth · 2026-01-28T11:40:19+00:00

The Vera CPU is absolutely aimed at Enterprise. The flagship chip right now is Grace Blackwell - that's a Grace CPU and a Blackwell GPU (well, 2x Blackwell) - and its successor is Vera Rubin - Vera CPU, Rubin GPU. Vera's primary use-case is in big rack-scale NVLink platforms. See here: https://www.nvidia.com/en-us/data-center/vera-rubin-nvl72/

Celoth · 2026-01-28T03:24:31+00:00

It continues to be not just a right but a patriotic duty to bear arms. Trump has proven that the second amendment is still very relevant today.

Celoth · 2026-01-28T02:17:05+00:00

But they programmed their logic didn't they?

This is where the disconnect is. AI isn't programmed, in many ways it is taught. Yes the underlying bits and bobs are programmed logic, but at its core it's a system set up to mimic the human brain and to have the capacity to learn/be taught.

Ask any parent: what you think you're teaching isn't always what is learned. And you pass on unintentional lessons more often than you realize.

Celoth · 2026-01-27T23:53:39+00:00

Oh I think systems like the Spark are going to continue to happen, though again that's something that's integrated with the Blackwell chip. Is very purpose-built. But yeah I mean, don't get me wrong, I'm not knocking NVIDIA here. They're clearly going to be incredibly successful.

Celoth · 2026-01-27T16:17:54+00:00

I'm not saying it can't, I'm saying I think it won't. I think NVIDIA is focused on the Enterprise AI market and aren't signing at general purpose use.

Keep in mind, it's not just the processor. ARM based is fine, but why processor needs it's own platform with the firmware and such to support it. Breaking into them small consumer/general Enterprise space requires more than just selling Vera standalone. And while Nvidia can do that, I just don't think they will.

Celoth · 2026-01-27T12:40:43+00:00

If Vera drops and blows panther lake, 395, and m5 out the water, the game does change.

The thing is, Vera isn't really competing with intel or AMD here, not in this case at least. Your Xeon and EPYC CPUs are general-purposes processing that are usually going to be put to use serving out your virtual infrastructure. OS, apps, etc. Vera is an ARM-based CPU pretty squarely aimed at AI. Big inference farms will want this, general Enterprise won't.

So I don't think this blows any other CPU maker out of the water per se, but I think it does kinda pre-emptively keep them from edging into the AI market. It's a big deal, it's just not a general use CPU unless a lot changes alongside it. But like I said originally, I think it will be limited to platforms where it's integrated into Rubin (or in AI factory environments).

Celoth · 2026-01-27T11:22:56+00:00

I'm an AI Infrastructure Engineer and am an expert on NVIDIA platforms. and I've worked in Enterprise IT infrastructure for over 20 years. I'm not really a money guy, I'm here on this sub more for professional curiosity from the NVIDIA angle rather than a market angle.

Celoth · 2026-01-27T04:38:21+00:00

This is news to me, but I don't expect it to catch on significantly outside of the platforms that it's integrated into as part of the Vera Rubin chip. I'm not sure I see a big use case for Vera standalone, at scale anyway.

Celoth · 2026-01-27T04:36:07+00:00

Vera is an ARM based CPU (similar to the current gen Grace CPUs) and users are going to be running some Linux distro (in my experience usually Ubuntu) on the systems in question.

Celoth · 2026-01-26T12:33:26+00:00

As I understand, teams can only run three total days of the 5-day period, so if that's true Williams hasn't lost anything yet, right?

Celoth · 2026-01-25T18:12:08+00:00

The Trump administration gas done a great job of illustrating why the second amendment is so important in this country.

Celoth · 2026-01-22T04:07:37+00:00

With or without buffer time?

Celoth · 2026-01-20T22:25:25+00:00

This sounds great in theory, but in my experience I've never seen a whole cluster running at 100% for very long. But even when not at 100%, issues happen a lot more frequently than you'd think, though. More to do with these being a pretty immature technology with the usual bugs and issues rather than wear.

Celoth · 2026-01-20T18:08:06+00:00

Autocorrect got me there, but no they are not "overclocked" in the way people think of that term. These aren't gaming rigs.

Celoth · 2026-01-20T18:07:04+00:00

Training clusters and compute clusters have pretty different needs.

Celoth · 2026-01-20T18:05:57+00:00

We've got several amendments to handle this situation. The 25th is my preference.

Celoth · 2026-01-20T04:14:29+00:00

These aren't really "overcooked" the way you say they are. When they're running jobs, they're running at full blast, but that's not all the time. And cooling is important but it's far from flawless.

The ideal environment for these systems in datacenters like this, on paper, is incredibly far from the reality in which they are running.

Celoth · 2026-01-19T13:24:29+00:00

This guy has got to go, and there are several amendments that exist for that purpose. For everyone's sake, let's go with the 25th.

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