Nvidia storage VP Jason Hardy said the Vera CPU delivered "upwards of 3x improvement" in data orchestration operations, highlighting the company's push beyond GPUs. Following Wednesday's earnings, investors increasingly view Nvidia's advantage as extending to full-system orchestration—CPUs, storage, and networking racks—rather than GPUs alone, even as Amazon and Google build competing chips. Nvidia is rolling out its Vera Rubin architecture, pairing the Rubin GPU with the Vera CPU and specialized racks for storage and networking.
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