Zephyr#1695
Computex 2026 the Era of Agentic AI
Vera CPU and Agent Toolkit Position NVIDIA for Agentic AI : Backed by orders from Oracle, we see Nvidia’s revenue visibility of $20bn for standalone Vera CPU as reasonable.
=> Vera CPU chain: Kinsus, AMKR
Vera Rubin Family for AI Agents: Nvidia announced that it is now in full production of its Vera Rubin platform, and we expect a deep ramp for Rubin Sept and Vera Rubin NVL72 in Oct.
NVIDIA RTX Spark to Power AI Agent PC: We believe this expands Nvidia’s position toward AI PC but will still be niche, given the on-going issues of compatibility with ARM, suggesting limited impact to Intel and AMD
=> per our earlier notes, we expect NVDA to have collaboration with Intel too, not just ARM.
Nvidia Financial Analyst Q&A Meeting:Nvidia announced to return at least 50% of free cash flow. Mgmt believes Vera CPU addresses a new market rather than taking share, with its CPU volume opportunities exceeding GPU’s over time.
Intel Restores CPU Importance Amid Good 18A yields with 3 CPU SKUs in production. #NVDA #INTC #Computex