What happened
NVIDIA said its new Vera CPUs for data centers are in full production. The company called them a major new growth driver, tied to the boom in AI agents. Early customers reportedly include Anthropic, OpenAI, and SpaceX's AI work.
NVIDIA also said its Spectrum-X Ethernet Photonics is in full production. This networking technology uses co-packaged optics to link large AI systems, part of the Vera Rubin platform.
Why it matters
AI agents run many steps and make many calls, which raises the need for fast processors and networking. CPUs and high-speed links are as important as GPUs for running agents at scale. Strong demand from top labs shows how fast this need is growing.
Better networking also helps tie thousands of chips together into one large system.
MintedBrain take
The rise of agents is reshaping what data centers need, not just more GPUs, but better CPUs and networking too. For users, this buildout supports the longer, more complex AI tasks that agents promise. The infrastructure race is now a core part of the AI story.
Discussion
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