[News] NVIDIA Chooses Monolithic Die Over Chiplets for Vera CPU, Claims 2× x86 Performance in Agentic AI

What happened

According to a Wccftech interview with NVIDIA's Vera team reported on 2026-10-19, NVIDIA has chosen a monolithic compute die for its Vera CPU over the chiplet architectures used by major x86 competitors; Vera also features a custom LPDDR5X memory subsystem and NVIDIA's second-generation Scalable Coherent Fabric. As the report explains, unlike traditional cloud workloads that prioritize high core counts and throughput, agentic AI requires strong single-threaded performance, high memory bandwidth, and low latency to execute sequential tasks quickly and keep GPUs highly utilized. The monolithic design allows CPU cores to communicate without crossing boundaries between separate chiplets, reducing data movement latency. NVIDIA says Vera delivers 3.4 TB/s of bisection bandwidth, three times that of the leading x86 processor used in its comparison; Vera delivers 1.5 times the performance of its predecessor, Grace; and for agentic workloads involving sequential tasks such as Python scripting and code compilation, the company claims up to twice the performance of leading x86 processors, with a 1.6-times advantage on a geometric-mean basis. Vera also introduces NVIDIA's Spatial Multithreading technology. NVIDIA initially positioned its Grace CPU primarily as a host processor for GPU systems, but the report states that growing demand for agentic AI and reinforcement learning has prompted a shift toward standalone Vera CPU racks. Separately, according to the Central News Agency, NVIDIA Senior Vice President of Personal Computing Jeff Fisher denied during an interview in Taiwan rumors that NVIDIA plans to discontinue its flagship GeForce RTX 5090 graphics card, calling them untrue and stressing that the RTX 5090 remains a key product that NVIDIA will continue to supply; he acknowledged supply constraints are affecting the global industry, not just NVIDIA, but said the company is doing everything possible to bring products to market. TechPowerUp adds that the RTX 5090 remains difficult to find near its US$1,999 MSRP, with some listings on Amazon and Newegg exceeding US$8,000.

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Source and time

Source: TrendForce · 10/18/2026 · View original source