NVIDIA Corporation NVDA

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Nvidia's server CPU business is growing at an incredible pace

Nvidia introduced its Grace server CPU in 2021. Management noted on the latest earnings call that the trailing-twelve-month revenue from Grace CPUs exceeds $5 billion. However, it's worth noting that Nvidia sells the Grace CPU as part of its server systems, which also include other chips. But the company is now looking to make a bigger splash in server CPUs. Nvidia is now offering its Vera server CPU as a stand-alone product.

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Nvidia Stock Quote
NASDAQ: NVDA
Nvidia
PREMIUM FEATURE
Moneyball Superscore

94
/100
Today's Change
(2.15%) $4.90
Current Price
$233.35

Market cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.
Nvidia CFO Colette Kress remarked on the earnings call that the Vera CPU will expand the company's total addressable market (TAM) and could gain impressive traction among customers given its faster performance compared to other data center CPUs. Kress added:

freestar
We expect Vera to be deployed by every major hyperscaler, neocloud, AI lab, and system OEM, with shipments already underway to our lead partners, including OCI, SpaceXAI, and starting this quarter, AWS. We continue to see demand for approximately $20 billion in total server CPUs.
The $20 billion Vera server CPU revenue estimate for 2026 is quite impressive compared to the revenue Nvidia has generated from sales of its Grace CPUs. What's more, Nvidia believes that its server CPU revenue will more than double in fiscal 2028. AMD and Intel, which are the dominant players in the server CPU market, are growing at a relatively slower pace.

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AMD's data center segment, which includes sales of both data center GPUs and server CPUs, saw a 107% year-over-year increase in revenue in Q2 to $6.7 billion. It has sold data center chips worth $12.5 billion in the first six months of 2026, translating into an annual run rate of $25 billion.

Intel, on the other hand, reported a 59% jump in its data center and AI (DCAI) segment revenue in Q2 to $6.3 billion. Its DCAI revenue stands at $11.4 billion for the first six months of 2026, translating into an annual run rate of almost $23 billion. Investors should note that both Intel and AMD include sales of other AI chips, such as custom AI processors and GPUs, into their data center segment. They don't single out their server CPU revenue.

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However, Nvidia's revenue guidance for fiscal 2027 and fiscal 2028 suggests that its server CPU business is growing at a faster pace than what AMD and Intel have been clocking. In fact, Nvidia's overall data center business growth exceeded the growth rates reported by AMD and Intel in their data center segments last quarter. Nvidia managed this feat despite having a significantly higher revenue base in data centers.

The significant improvement the company anticipates in server CPU sales next year suggests it could continue to eat AMD's and Intel's lunch. Another important point worth noting is that Nvidia's Vera server CPU has been custom-designed using Arm Holdings' v9.2-A architecture. Intel and AMD, meanwhile, use the x86 architecture to design their server CPUs.

Nvda/ Nvidia's server CPU business is growing at an incredible pace

Nvidia introduced its Grace server CPU in 2021. Management noted on the latest earnings call that the trailing-twelve-month revenue from Grace CPUs exceeds $5 billion. However, it's worth noting that Nvidia sells the Grace CPU as part of its server systems, which also include other chips. But the company is now looking to make a bigger splash in server CPUs. Nvidia is now offering its Vera server CPU as a stand-alone product.

Expand
Nvidia Stock Quote
NASDAQ: NVDA
Nvidia
PREMIUM FEATURE
Moneyball Superscore

94
/100
Today's Change
(2.15%) $4.90
Current Price
$233.35

Market cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.
Nvidia CFO Colette Kress remarked on the earnings call that the Vera CPU will expand the company's total addressable market (TAM) and could gain impressive traction among customers given its faster performance compared to other data center CPUs. Kress added:

freestar
We expect Vera to be deployed by every major hyperscaler, neocloud, AI lab, and system OEM, with shipments already underway to our lead partners, including OCI, SpaceXAI, and starting this quarter, AWS. We continue to see demand for approximately $20 billion in total server CPUs.
The $20 billion Vera server CPU revenue estimate for 2026 is quite impressive compared to the revenue Nvidia has generated from sales of its Grace CPUs. What's more, Nvidia believes that its server CPU revenue will more than double in fiscal 2028. AMD and Intel, which are the dominant players in the server CPU market, are growing at a relatively slower pace.

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Our team of credit card pros don’t just recommend this card—they actually use it. Motley Fool Money calls it a top pick for a reason.

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AMD's data center segment, which includes sales of both data center GPUs and server CPUs, saw a 107% year-over-year increase in revenue in Q2 to $6.7 billion. It has sold data center chips worth $12.5 billion in the first six months of 2026, translating into an annual run rate of $25 billion.

Intel, on the other hand, reported a 59% jump in its data center and AI (DCAI) segment revenue in Q2 to $6.3 billion. Its DCAI revenue stands at $11.4 billion for the first six months of 2026, translating into an annual run rate of almost $23 billion. Investors should note that both Intel and AMD include sales of other AI chips, such as custom AI processors and GPUs, into their data center segment. They don't single out their server CPU revenue.

Where to invest $1,000 right now
When our analyst team has a stock tip, it can pay to listen. After all, Stock Advisor’s total average return is 993%* — a market-crushing outperformance compared to 214% for the S&P 500.

They just revealed what they believe are the 10 best stocks for investors to buy right now, available when you join Stock Advisor.

See the stocks ›
*Stock Advisor returns as of September 4, 2026.
However, Nvidia's revenue guidance for fiscal 2027 and fiscal 2028 suggests that its server CPU business is growing at a faster pace than what AMD and Intel have been clocking. In fact, Nvidia's overall data center business growth exceeded the growth rates reported by AMD and Intel in their data center segments last quarter. Nvidia managed this feat despite having a significantly higher revenue base in data centers.

The significant improvement the company anticipates in server CPU sales next year suggests it could continue to eat AMD's and Intel's lunch. Another important point worth noting is that Nvidia's Vera server CPU has been custom-designed using Arm Holdings' v9.2-A architecture. Intel and AMD, meanwhile, use the x86 architecture to design their server CPUs.

NVDA 😍 gogogo

Nvda/ Bears, post those documents supporting your statements.

Nvda/ rumor of 20/1 split?!