Nvidia’s Vera CPU is its side door back into China
Nvidia has started pitching its Vera CPU to Chinese customers. Orders can begin now, and deliveries could start as soon as August, Reuters reported on Friday, citing three people familiar with the talks.
It is a workaround dressed as a product launch. Nvidia’s China business has collapsed under US export controls. Jensen Huang said in October that its market share there had fallen to roughly zero. The Vera CPU is a way back in.
Why the Nvidia Vera CPU could slip through
The trick is the chip type. Washington’s controls mainly target high-end GPUs, not general-purpose CPUs. Selling a processor is less fraught.
It is not a clean pass, though. It remains unclear whether Nvidia would even need an export licence for an advanced CPU like Vera. The contrast with GPUs is stark: the US licensed about 10 Chinese firms to buy the H200, yet not one has been delivered...
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