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 wasunveiled at CESis 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."
Our Deeper View #
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.