Super Micro Computer (SMCI) announced a rack built around Nvidia's Vera CPUs, a dedicated CPU system for agentic AI workloads that complements Nvidia's Vera Rubin GPU platform and targets data center work long dominated by Intel and AMD. The fully liquid-cooled 256-CPU rack packs 22,528 cores and 45,056 threads, supports up to 22,500 concurrent agent sandboxes, and includes Nvidia BlueField-4 DPUs. SMCI shares fell as much as 4.5% in pre-market trading. Nvidia says Vera can run selected agentic AI workloads up to 1.8 times faster than leading x86 CPUs from Intel and AMD, and cites visibility into about $20 billion in CPU revenue this fiscal year. Supermicro also projected fiscal first-quarter revenue of $18.5 billion to $19.5 billion, above prior guidance of $14.5 billion to $15.5 billion, with earnings due November 3.
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NVDAsemiconductorsartificial intelligencedata centers
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NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/21/2026 | 221.87 |
| Change that session | +2.49% |
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