The Deep View: Nvidia bets it has CPU for the AI agent era

Posted on June 1, 2026 by michelleclarke2015

Nvidia bets it has the CPU for the AI agent era
It’s official. Nvidia is no longer just a GPU company. Its a full-stack AI company.
The chipmaker may have backed into its plum role as the chief supplier and kingmaker of the AI revolution, but no one can argue that it isn’t seizing the moment. 
On Monday, Nvidia used the annual Computex event in Taiwan to unleash a flurry of announcements that ranged across the AI stack from CPUs to data centers to open models. Here’s our quick analysis of the most important news: 
Vera CPU now designed for agents: Nvidia declared that its new Vera CPU is specifically designed for agentic workloads, including tool use, writing code, and processing data. It claimed that Vera is a new type of CPU that can complete these tasks 1.8x faster than traditional x86 CPUs. It has signed up OpenAI, Anthropic, SpaceXAI, CoreWeave, Lambda, Dell, HPE, Lenovo, and others to use the chips.

New platform for AI factories: The company launched the DSX software platform for designing, simulating, building and operating AI factories. That includes DSX MaxLPS, which optimizes power and cooling to run 40% more GPUs on the same power budget, and DSX OS, which the company is pitching to become the open-source operating system for AI factories. 

AI supercomputer for Windows desktops: The new DGX Station for Windows can run AI models up to 1 trillion parameters locally for better performance, security, and cost savings. This is aimed at engineers, researchers, developers, and enterprises.

New models for robots and robotaxis: The company announced Cosmos 3 (covered by The Deep View’s Nat Rubio-Licht), a new world model that can work across text, images, video, sound, and actions to power physical AI and robotics. It also announced Alpamayo 2 Super, a new open reasoning model for robotaxis and H2 Plus, an open reference design for humanoid robots that combines hardware, software, and onboard compute.

Vera Rubin hits full production: The next-gen AI infrastructure platform that combines GPUs, CPUs, networking, storage, and security and was unveiled at CES is ramping into full production across 350 factories in 30 countries. It delivers 10x higher agent throughout than the previous generation Grace Blackwell platform, Nvidia claims. Expect this to become the system that will power the world’s largest and most powerful AI factories in the years ahead.
Pay special attention to the CPU news. Nvidia CEO Jensen Huang said, in a statement, “AI agents will be the largest users of computing. Vera is the first CPU designed for that future — built to run agentic AI at hyperscale with extraordinary performance, efficiency and programmability.”
All the announcements have substance, but the Vera CPU announcement was arguable the most significant, as the GPU company pushes even further into the primary tech that has powered the biggest advances of the past 50 years. Thinking of Nvidia as a CPU competitor to Intel and ARM chipmakers such as Apple and Qualcomm still takes some getting used to. It’s likely even more helpful to think of Nvidia as a full-stack AI company. It’s pushing hard into other areas of AI because its platform advantage with CUDA, which put it in the plum role of AI kingmaker, is likely to evaporate in the next several years. Expect the Nvidia we’re seeing at Computex 2026 to be the Nvidia we see from now on — a company reaching into lots of new areas to try to establish a foothold.
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About michelleclarke2015

Life event that changes all: Horse riding accident in Zimbabwe in 1993, a fractured skull et al including bipolar anxiety, chronic fatigue …. co-morbidities (Nietzche 'He who has the reason why can deal with any how' details my health history from 1993 to date). 17th 2017 August operation for breast cancer (no indications just an appointment came from BreastCheck through the Post). Trinity College Dublin Business Economics and Social Studies (but no degree) 1997-2003; UCD 1997/1998 night classes) essays, projects, writings. Trinity Horizon Programme 1997/98 (Centre for Women Studies Trinity College Dublin/St. Patrick's Foundation (Professor McKeon) EU Horizon funded: research study of 15 women (I was one of this group and it became the cornerstone of my journey to now 2017) over 9 mth period diagnosed with depression and their reintegration into society, with special emphasis on work, arts, further education; Notes from time at Trinity Horizon Project 1997/98; Articles written for Irishhealth.com 2003/2004; St Patricks Foundation monthly lecture notes for a specific period in time; Selection of Poetry including poems written by people I know; Quotations 1998-2017; other writings mainly with theme of social justice under the heading Citizen Journalism Ireland. Letters written to friends about life in Zimbabwe; Family history including Michael Comyn KC, my grandfather, my grandmother's family, the O'Donnellan ffrench Blake-Forsters; Moral wrong: An acrimonious divorce but the real injustice was the Catholic Church granting an annulment – you can read it and make your own judgment, I have mine. Topics I have written about include annual Brain Awareness week, Mashonaland Irish Associataion in Zimbabwe, Suicide (a life sentence to those left behind); Nostalgia: Tara Hill, Co. Meath.
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