Nvidia Wants to Own Every Chip Inside AI Data Centers

Nvidia is hyping up its new Vera Rubin chip system this week, revealing new performance benchmarks for the GPU and CPU combo ahead of rival AMD’s annual product event in San Francisco on Thursday.

During a lengthy technical workshop last week at the company’s headquarters in Santa Clara, California, Nvidia executives boasted to a small group of journalists about the chip system’s increased power and efficiency capabilities. The biggest takeaway: Nvidia, which has long specialized in making GPUs, is increasingly trying to position itself as a supplier of CPUs that can power AI agents.

While GPUs are still the main hardwarethat companies use to train and run their AI models, the industry's shift toward more complex, agentic systems has increased demand for CPUs, which can orchestrate data flows, networking, and other software tasks. That's likely one reason Nvidia has been eager to promote itself as a supplier of...

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