Nvidia has told Chinese clients that its Arm-based Vera server CPUs could be available as soon as August and that orders can be placed now, Reuters reports, citing three sources familiar with the matter. Meanwhile, shipments of H200 AI GPUs to China remain frozen, months after CEO Jensen Huang said Nvidia’s market share in the country had effectively fallen to zero.
This August timeline runs in sync with what was said at GTC Taipei during Computex, when Nvidia indicated that Vera systems would reach customers through system builders and cloud partners starting this fall. Telling Chinese buyers they can have silicon in August, during a global server CPU shortage, suggests they’re sitting near the front of the allocation queue for a product line Nvidia expects to generate $20 billion in revenue by the end of its fiscal year in late January.
